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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BC
1851
Barrett & Company
Rhode Island
$187K +$1.14K +7 +0.5%
GFPC
1852
Global Financial Private Client
Florida
$186K +$1.3K +8 +0.6%
SWIM
1853
Smallwood Wealth Investment Management
New Jersey
$180K +$974 +6 +0.5%
IWA
1854
Icon Wealth Advisors
Texas
$170K +$29.1K +179 +17%
AT
1855
Arlington Trust
Alabama
$168K – – –
MMG
1856
Monetary Management Group
Missouri
$168K – – –
HRC
1857
Hoertkorn Richard Charles
$164K – – –
GIM
1858
Gold Investment Management
Alberta, Canada
$162K – – –
BA
1859
Bellwether Advisors
Nebraska
$159K – – –
GM
1860
GeoWealth Management
Illinois
$154K -$179K -1,101 -50%
MSG
1861
Main Street Group
Virginia
$153K +$16.4K +101 +10%
CB
1862
Centennial Bank
Arkansas
$153K +$51.1K +315 +40%
Capula Management
1863
Capula Management
Cayman Islands
$153K +$178K +1,094 New
VC
1864
Vestor Capital
Illinois
$152K -$68.3K -421 -28%
NC
1865
North Capital
Utah
$150K +$174K +1,072 New
DAM
1866
Delta Asset Management
Tennessee
$149K – – –
BI
1867
Binnacle Investments
Iowa
$142K +$165K +1,019 New
SVCP
1868
Silicon Valley Capital Partners
California
$142K -$103K -635 -38%
Itau Unibanco Holding S.A.
1869
Itau Unibanco Holding S.A.
Brazil
$140K -$16.7K -103 -9%
AWM
1870
Atticus Wealth Management
Florida
$140K – – –
ICM
1871
Islay Capital Management
Texas
$140K – – –
Kayne Anderson Rudnick Investment Management
1872
Kayne Anderson Rudnick Investment Management
California
$134K -$5.84K -36 -4%
FDCP
1873
Foster Dykema Cabot & Partners
Massachusetts
$133K -$292K -1,800 -65%
APW
1874
Aventura Private Wealth
Florida
$132K +$1.95K +12 +1%
Loring Wolcott & Coolidge Fiduciary Advisors
1875
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K -$24.5K -151 -13%