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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GIM
1926
Gold Investment Management
Alberta, Canada
$200K
BA
1927
Bellwether Advisors
Nebraska
$196K +$198K +1,137 New
IUHSA
1928
Itau Unibanco Holding S.A.
Brazil
$190K -$1.88M -10,764 -91%
DAM
1929
Delta Asset Management
Tennessee
$184K -$2.61K -15 -1%
IWA
1930
Icon Wealth Advisors
Texas
$179K -$38.3K -220 -17%
Loomis, Sayles & Company
1931
Loomis, Sayles & Company
Massachusetts
$177K +$13.8K +79 +8%
UFF
1932
USA Financial Formulas
Michigan
$177K +$178K +1,024 New
GCS
1933
Gordian Capital (Singapore)
Singapore
$176K +$178K +1,020 New
VFIC
1934
Valley Forge Investment Consultants
Pennsylvania
$173K +$175K +1,004 New
AWM
1935
Atticus Wealth Management
Florida
$172K
ICM
1936
Islay Capital Management
Texas
$172K
QPBE
1937
Quintet Private Bank (Europe)
Luxembourg
$172K +$697 +4 +0.4%
MSG
1938
Main Street Group
Virginia
$172K +$68.6K +394 +66%
Kayne Anderson Rudnick Investment Management
1939
Kayne Anderson Rudnick Investment Management
California
$171K +$5.4K +31 +3%
PWMA
1940
Pension & Wealth Management Advisors
Massachusetts
$168K +$38K +218 +29%
PP
1941
Pingora Partners
Wyoming
$164K -$52.3K -300 -24%
ME
1942
McIlrath & Eck
Washington
$163K -$12.7K -73 -7%
SIS
1943
Sound Income Strategies
Florida
$163K +$31.5K +181 +24%
APW
1944
Aventura Private Wealth
Florida
$161K +$162K +932 New
EPAM
1945
Evelyn Partners Asset Management
$159K +$161K +925 New
C
1946
Covestor
United Kingdom
$157K -$27.7K -159 -15%
ADL
1947
Asset Dedication LLC
California
$156K +$697 +4 +0.4%
AIM
1948
Acropolis Investment Management
Missouri
$156K
FFWM
1949
Future Financial Wealth Management
Ohio
$155K
GTAM
1950
Global Trust Asset Management
Florida
$155K