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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
1326
Octavia Wealth Advisors
Ohio
$543K -$14.6K -112 -2%
GJWM
1327
Gilliland Jeter Wealth Management
Arkansas
$542K -$69.6K -535 -10%
MSCM
1328
McElhenny Sheffield Capital Management
Texas
$539K +$13.5K +104 +2%
BA
1329
Birinyi Associates
Connecticut
$538K +$2.21K +17 +0.4%
MCA
1330
MSH Capital Advisors
Arizona
$537K -$401K -3,080 -40%
AR
1331
Advisory Research
Illinois
$537K – – –
MP
1332
McDonald Partners
Ohio
$536K -$124K -950 -17%
Livforsakringsbolaget Skandia
1333
Livforsakringsbolaget Skandia
Sweden
$536K – – –
RCG
1334
Regatta Capital Group
California
$536K +$32.9K +253 +6%
Capital Markets Trading (UK)
1335
Capital Markets Trading (UK)
United Kingdom
$530K +$600K +4,611 New
TPWA
1336
TRUE Private Wealth Advisors
Oregon
$530K -$11.6K -89 -2%
CW
1337
Channel Wealth
California
$524K +$264K +2,030 +80%
ACP
1338
Argyle Capital Partners
California
$524K +$593K +4,560 New
OFS
1339
OneAscent Financial Services
Alabama
$520K +$86.6K +666 +17%
T
1340
Tableaux
Massachusetts
$517K +$395K +3,033 +207%
WF
1341
WoodTrust Financial
Wisconsin
$517K -$891K -6,850 -60%
RC
1342
Roundview Capital
New Jersey
$513K +$203K +1,562 +54%
GP
1343
Gridiron Partners
Pennsylvania
$512K – – –
SLWA
1344
San Luis Wealth Advisors
California
$511K -$651K -5,007 -53%
MYAM
1345
Meiji Yasuda Asset Management
Japan
$510K +$161K +1,238 +39%
GGS
1346
Galvin Gaustad & Stein
Arizona
$509K -$10.9M -83,952 -95%
DI
1347
Disciplined Investors
Texas
$508K +$142K +1,090 +33%
CCA
1348
Checchi Capital Advisers
California
$508K +$85.9K +660 +18%
HighPoint Advisor Group
1349
HighPoint Advisor Group
Illinois
$508K -$1.67M -12,845 -74%
TCBWMS
1350
Texas Capital Bank Wealth Management Services
Texas
$508K -$16.1K -124 -3%