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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1526
Trillium Asset Management
Massachusetts
$434K
JF
1527
Jump Financial
Illinois
$433K -$545K -3,127 -55%
TWA
1528
Trace Wealth Advisors
California
$431K +$436K +2,500 New
MTC
1529
McDaniel Terry & Co
Texas
$431K
CFG
1530
Copley Financial Group
California
$430K -$145K -831 -25%
QCG
1531
Quadrant Capital Group
Ohio
$428K +$25.4K +146 +6%
WHG
1532
Westwood Holdings Group
Texas
$428K -$174 -1 -0%
RIA
1533
Regal Investment Advisors
Michigan
$428K +$5.75K +33 +1%
BFA
1534
Brown Financial Advisors
Ohio
$423K -$161K -926 -27%
SAM
1535
Secure Asset Management
Michigan
$423K
HDA
1536
Harold Davidson & Associates
California
$419K +$424K +2,433 New
MAWA
1537
Moss Adams Wealth Advisors
Washington
$418K +$25.4K +146 +6%
RC
1538
Reik & Co
New York
$418K
YIA
1539
YHB Investment Advisors
Connecticut
$417K
CCA
1540
Clearwater Capital Advisors
Illinois
$417K -$4.36K -25 -1%
JWCA
1541
J.W. Coons Advisors
Ohio
$416K +$421K +2,414 New
TWA
1542
Tandem Wealth Advisors
Arizona
$415K +$2.09K +12 +0.5%
SFFS
1543
Stonehage Fleming Financial Services
Jersey
$415K -$174 -1 -0%
AA
1544
Alta Advisers
United Kingdom
$415K +$88.2K +506 +27%
HCP
1545
Hardin Capital Partners
South Carolina
$414K
TCM
1546
TruNorth Capital Management
Michigan
$414K +$418K +2,400 New
ESB
1547
Essex Savings Bank
Connecticut
$412K +$3.66K +21 +0.9%
TWM
1548
TCFG Wealth Management
California
$412K +$17.6K +101 +4%
MWA
1549
Medallion Wealth Advisors
Connecticut
$410K +$502K +2,880 New
RSC
1550
Red Spruce Capital
Pennsylvania
$409K +$413K +2,371 New