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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GEA
1301
Glen Eagle Advisors
New Jersey
$572K -$25.4K -211 -4%
CSIC
1302
Clifford Swan Investment Counsel
California
$571K -$2.16K -18 -0.4%
VCAM
1303
Van Cleef Asset Management
Ohio
$571K
KIC
1304
Kensington Investment Counsel
California
$571K -$24K -200 -4%
FDS
1305
First Dallas Securities
Texas
$570K -$200K -1,668 -26%
WA
1306
WealthTrust Axiom
Pennsylvania
$567K +$240 +2 +0%
RCG
1307
Regatta Capital Group
California
$565K +$17.1K +142 +3%
DQRIM
1308
Dale Q Rice Investment Management
Washington
$563K
WIA
1309
Wealthedge Investment Advisors
New York
$563K
GCM
1310
Gunpowder Capital Management
Maryland
$563K -$19.2K -160 -3%
RT
1311
Rockland Trust
Massachusetts
$562K -$71.1K -592 -11%
SACTSONJ
1312
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$561K -$28.2K -235 -5%
FFM
1313
Forum Financial Management
Illinois
$555K -$37.1K -309 -6%
HAG
1314
HighPoint Advisor Group
Illinois
$554K +$34.7K +289 +7%
BA
1315
Birinyi Associates
Connecticut
$552K +$1.68K +14 +0.3%
MAWA
1316
Moss Adams Wealth Advisors
Washington
$550K +$80.7K +672 +17%
AR
1317
Advisory Research
Illinois
$549K
LP
1318
LMR Partners
United Kingdom
$548K +$560K +4,661 New
LS
1319
Livforsakringsbolaget Skandia
Sweden
$548K
TCBWMS
1320
Texas Capital Bank Wealth Management Services
Texas
$546K +$26.4K +220 +5%
NDSI
1321
Newman Dignan & Sheerar Inc
Rhode Island
$544K -$119K -990 -18%
CI
1322
CX Institutional
Indiana
$543K +$272K +2,262 +96%
TPWA
1323
TRUE Private Wealth Advisors
Oregon
$542K
1L
1324
10Elms LLP
Oklahoma
$539K -$227K -1,886 -29%
RFN
1325
Redwood Financial Network
Ohio
$539K +$20.1K +167 +4%