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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
1551
Cohen Capital Management
California
$345K +$390K +2,997 New
IC
1552
Inscription Capital
Texas
$345K -$208K -1,595 -35%
IF
1553
IRON Financial
Illinois
$343K +$390 +3 +0.1%
SWA
1554
SOA Wealth Advisors
New York
$342K +$41.1K +316 +12%
TL
1555
Tradewinds LLC
North Carolina
$342K +$3.25K +25 +0.9%
Financial Engines Advisors
1556
Financial Engines Advisors
California
$341K +$651 +5 +0.2%
JFGLC
1557
Johnson Financial Group LLC (Colorado)
Colorado
$341K +$83K +638 +27%
ZIG
1558
Zuckerman Investment Group
Illinois
$340K – – –
VPP
1559
Vertex Planning Partners
Illinois
$340K +$13K +100 +4%
RZH
1560
Relyea Zuckerberg Hanson
Connecticut
$339K +$28.4K +218 +8%
GKFF
1561
George Kaiser Family Foundation
Oklahoma
$338K – – –
PGCM
1562
Prescott Group Capital Management
Oklahoma
$338K – – –
Marex Group
1563
Marex Group
$337K -$167K -1,285 -30%
PCA
1564
Purkiss Capital Advisors
Connecticut
$337K -$4.68K -36 -1%
FBFS
1565
First Business Financial Services
Wisconsin
$335K +$380K +2,917 New
GA
1566
GSG Advisors
New Jersey
$335K -$33.4K -257 -8%
Conning Inc
1567
Conning Inc
Connecticut
$333K -$101K -779 -21%
SCM
1568
Sterneck Capital Management
Missouri
$333K – – –
BF
1569
Brogan Financial
Tennessee
$333K +$3.77K +29 +1%
MPWS
1570
McCarter Private Wealth Services
Massachusetts
$333K +$5.72K +44 +2%
Facet Wealth Inc
1571
Facet Wealth Inc
Maryland
$332K -$15.6K -120 -4%
ATFA
1572
All Terrain Financial Advisors
Minnesota
$330K +$105K +804 +39%
MNBTD
1573
Moody National Bank Trust Division
Texas
$329K +$19.1K +147 +5%
LOAMU
1574
Lombard Odier Asset Management (USA)
New York
$329K +$373K +2,864 New
Eagle Global Advisors
1575
Eagle Global Advisors
Texas
$329K -$5.2K -40 -1%