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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AC
1276
Avory & Company
Florida
$251K +$290K +2,999 New
Barings
1277
Barings
North Carolina
$250K -$241K -2,485 -45%
LCS
1278
Levin Capital Strategies
New York
$250K – – –
NAM
1279
NorthCrest Asset Manangement
Minnesota
$248K -$97 -1 -0%
LC
1280
Lindbrook Capital
California
$248K +$5.33K +55 +2%
AG
1281
Advocate Group
Minnesota
$248K +$10.9K +113 +4%
XTX Topco
1282
XTX Topco
Cayman Islands
$247K +$22.6K +233 +9%
RCM
1283
RB Capital Management
Nevada
$246K +$41.5K +429 +17%
Focus Partners Advisor Solutions
1284
Focus Partners Advisor Solutions
Missouri
$246K +$284K +2,933 New
HH
1285
Hilltop Holdings
Texas
$246K +$284K +2,937 New
First National Bank of Omaha
1286
First National Bank of Omaha
Nebraska
$246K +$285K +2,938 New
ODG
1287
O'Dell Group
Ohio
$245K +$291 +3 +0.1%
RB
1288
Renasant Bank
Mississippi
$245K +$27.3K +282 +11%
MSFS
1289
Main Street Financial Solutions
Pennsylvania
$244K +$5.91K +61 +2%
CS
1290
Comerica Securities
Michigan
$244K +$12.1K +125 +4%
RIA
1291
Regal Investment Advisors
Michigan
$244K +$32.8K +339 +13%
ACM
1292
Alethea Capital Management
Washington
$243K -$67.8K -700 -19%
Eagle Global Advisors
1293
Eagle Global Advisors
Texas
$243K – – –
WF
1294
WoodTrust Financial
Wisconsin
$243K +$58.1K +600 +26%
IP
1295
Investment Partners
Ohio
$242K +$280K +2,889 New
AIS
1296
AM Investment Strategies
Tennessee
$241K +$279K +2,878 New
Stock Yards Bank & Trust
1297
Stock Yards Bank & Trust
Kentucky
$240K +$30.6K +316 +12%
ACM
1298
AlphaStar Capital Management
North Carolina
$239K -$619K -6,395 -69%
LCM
1299
LVM Capital Management
Michigan
$235K – – –
BWM
1300
Baystate Wealth Management
Massachusetts
$234K -$80.5K -831 -23%