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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Soltis Investment Advisors
Utah
$661K +$45.7K +301 +8%
TWM
1352
Trueblood Wealth Management
Ohio
$659K -$12.3K -81 -2%
PAM
1353
Panagora Asset Management
Massachusetts
$659K -$9.12K -60 -1%
KFP
1354
KMG Fiduciary Partners
Ohio
$657K -$6.99K -46 -1%
Optiver Holding
1355
Optiver Holding
Netherlands
$656K +$404K +2,659 +167%
HWA
1356
Heritage Wealth Advisors
Virginia
$655K
FSA
1357
Franklin Street Advisors
North Carolina
$655K -$374K -2,458 -37%
ZBNA
1358
Zions Bancorporation, National Association
Utah
$654K +$266K +1,753 +70%
FVWA
1359
Foster Victor Wealth Advisors
South Carolina
$653K +$55.8K +367 +10%
MG
1360
Marex Group
$650K +$328K +2,157 +105%
OBWG
1361
Onyx Bridge Wealth Group
New York
$648K +$32.1K +211 +5%
BWM
1362
BNB Wealth Management
Maryland
$646K +$637K +4,190 New
PCIG
1363
Partners Capital Investment Group
Massachusetts
$646K +$1.22K +8 +0.2%
LOWM
1364
Laurel Oak Wealth Management
New Jersey
$643K +$634K +4,174 New
AG
1365
AlTi Global
New York
$641K +$87.1K +573 +16%
CA
1366
Cornerstone Advisory
Maryland
$640K +$20.7K +136 +3%
WA1
1367
Wimmer Associates 1
California
$639K
BCWM
1368
Bartlett & Co Wealth Management
Ohio
$636K -$226K -1,484 -26%
MWM
1369
MOR Wealth Management
Pennsylvania
$635K +$626K +4,117 New
SAG
1370
SageView Advisory Group
California
$635K -$576K -3,790 -48%
JMFC
1371
J.M. Forbes & Co
Massachusetts
$630K -$3.8K -25 -0.6%
EWM
1372
Elmwood Wealth Management
California
$629K +$23.6K +155 +4%
TPCW
1373
TD Private Client Wealth
New York
$628K -$37.5K -247 -6%
BAM
1374
Blueshift Asset Management
New Jersey
$625K +$616K +4,054 New
SFG
1375
Shum Financial Group
California
$624K +$49.7K +327 +9%