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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LB
1276
Legacy Bridge
Iowa
$244K – – –
OAM
1277
Ostrum Asset Management
France
$243K +$244K +2,763 New
ET
1278
Equitable Trust
Tennessee
$242K +$244K +2,760 New
FVWA
1279
Foster Victor Wealth Advisors
South Carolina
$242K +$263K +2,979 New
QPBE
1280
Quintet Private Bank (Europe)
Luxembourg
$242K +$243K +2,751 New
BF
1281
Brogan Financial
Tennessee
$241K – – –
CWM
1282
Concentric Wealth Management
California
$241K – – –
LC
1283
Lindbrook Capital
California
$240K -$27.2K -308 -10%
LJAC
1284
L.J. Altfest & Co
New York
$240K +$241K +2,727 New
TL
1285
Tradewinds LLC
North Carolina
$238K +$239K +2,707 New
UBV
1286
United Bank (Virginia)
Virginia
$237K – – –
BIA
1287
Bigelow Investment Advisors
Maine
$237K +$238K +2,698 New
VWM
1288
Venturi Wealth Management
Texas
$237K -$237K -2,678 -50%
CAAS
1289
Capital Asset Advisory Services
Michigan
$237K – – –
CS
1290
Comerica Securities
Michigan
$237K -$19.9K -225 -8%
WC
1291
Whitney & Co
New York
$236K +$238K +2,691 New
KLCM
1292
KG&L Capital Management
Louisiana
$235K +$236K +2,673 New
LOAMS
1293
Lombard Odier Asset Management (Switzerland)
Switzerland
$235K +$236K +2,673 New
HA
1294
Hofer & Associates
California
$235K – – –
FWM
1295
FFT Wealth Management
Pennsylvania
$234K +$236K +2,667 New
YIA
1296
YHB Investment Advisors
Connecticut
$233K +$235K +2,655 New
BFG
1297
Baron Financial Group
New Jersey
$233K +$234K +2,650 New
FCB
1298
First County Bank
Connecticut
$233K +$234K +2,650 New
RCM
1299
RB Capital Management
Nevada
$231K -$35.2K -398 -13%
JAG
1300
Journey Advisory Group
Kentucky
$231K -$61.8K -700 -21%