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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GFPC
1851
Global Financial Private Client
Florida
$186K +$1.3K +8 +0.6%
SWIM
1852
Smallwood Wealth Investment Management
New Jersey
$180K +$974 +6 +0.5%
IWA
1853
Icon Wealth Advisors
Texas
$170K +$29.1K +179 +17%
AT
1854
Arlington Trust
Alabama
$168K
MMG
1855
Monetary Management Group
Missouri
$168K
HRC
1856
Hoertkorn Richard Charles
$164K
GIM
1857
Gold Investment Management
Alberta, Canada
$162K
BA
1858
Bellwether Advisors
Nebraska
$159K
GM
1859
GeoWealth Management
Illinois
$154K -$179K -1,101 -50%
MSG
1860
Main Street Group
Virginia
$153K +$16.4K +101 +10%
CB
1861
Centennial Bank
Arkansas
$153K +$51.1K +315 +40%
CM
1862
Capula Management
Cayman Islands
$153K +$178K +1,094 New
VC
1863
Vestor Capital
Illinois
$152K -$68.3K -421 -28%
NC
1864
North Capital
Utah
$150K +$174K +1,072 New
DAM
1865
Delta Asset Management
Tennessee
$149K
BI
1866
Binnacle Investments
Iowa
$142K +$165K +1,019 New
SVCP
1867
Silicon Valley Capital Partners
California
$142K -$103K -635 -38%
IUHSA
1868
Itau Unibanco Holding S.A.
Brazil
$140K -$16.7K -103 -9%
AWM
1869
Atticus Wealth Management
Florida
$140K
ICM
1870
Islay Capital Management
Texas
$140K
Kayne Anderson Rudnick Investment Management
1871
Kayne Anderson Rudnick Investment Management
California
$134K -$5.84K -36 -4%
FDCP
1872
Foster Dykema Cabot & Partners
Massachusetts
$133K -$292K -1,800 -65%
APW
1873
Aventura Private Wealth
Florida
$132K +$1.95K +12 +1%
LWCFA
1874
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$132K -$24.5K -151 -13%
EPAM
1875
Evelyn Partners Asset Management
$129K