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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GJWM
1576
Gilliland Jeter Wealth Management
Arkansas
$334K -$226K -1,880 -40%
AC
1577
Armistice Capital
New York
$333K +$340K +2,826 New
LAS
1578
LWM Advisory Services
Florida
$331K -$42.1K -350 -11%
FBC
1579
Fairfield, Bush & Co
Connecticut
$331K +$71.6K +596 +27%
Financial Engines Advisors
1580
Financial Engines Advisors
California
$329K -$20.3K -169 -6%
MHIC
1581
Marble Harbor Investment Counsel
Massachusetts
$329K – – –
JWA
1582
JFS Wealth Advisors
Pennsylvania
$327K -$175K -1,453 -34%
MK
1583
MASTERINVEST Kapitalanlage
$327K – – –
ACA
1584
Affinity Capital Advisors
California
$327K +$5.89K +49 +2%
OCM
1585
One Capital Management
California
$327K – – –
RWA
1586
Redhawk Wealth Advisors
Minnesota
$325K +$21.5K +179 +7%
PWG
1587
Portside Wealth Group
Utah
$324K +$121K +1,004 +57%
JIC
1588
JRM Investment Counsel
Nebraska
$323K -$5.41K -45 -2%
CRI
1589
Colonial River Investments
Virginia
$322K -$95.3K -793 -22%
SP
1590
SIH Partners
Delaware
$322K -$5.92M -49,264 -95%
RBC
1591
Romano Brothers & Co
Illinois
$321K +$1.68K +14 +0.5%
ESB
1592
Essex Savings Bank
Connecticut
$321K -$103K -860 -24%
PFW
1593
Petros Family Wealth
Minnesota
$321K -$84.8K -706 -21%
MAG
1594
Meadowbrook Advisors Group
New Jersey
$319K +$326K +2,711 New
SAM
1595
Secure Asset Management
Michigan
$318K – – –
LFG
1596
Lazard Frères Gestion
France
$317K – – –
SWM
1597
Silverlake Wealth Management
Vermont
$317K +$2.16K +18 +0.7%
BIM
1598
Bridges Investment Management
Nebraska
$317K +$323K +2,692 New
CAM
1599
Cidel Asset Management
Ontario, Canada
$316K +$37.7K +314 +13%
BTI
1600
Blue Trust Inc
Georgia
$316K +$71.6K +596 +28%