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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SIM
2001
Sentry Investment Management
Wisconsin
-$382K -3,087 Closed
OHWA
2002
Oak Hill Wealth Advisors
Virginia
-$413K -2,977 Closed
MC
2003
Maverick Capital
Texas
-$350K -2,828 Closed
CC
2004
Corton Capital
Ontario, Canada
-$342K -2,766 Closed
TL
2005
Tradewinds LLC
North Carolina
-$337K -2,723 Closed
AC
2006
Allstate Corporation
Illinois
-$329K -2,660 Closed
KAM
2007
Knightsbridge Asset Management
California
-$329K -2,654 Closed
NCFG
2008
New Century Financial Group
New Jersey
-$304K -2,459 Closed
AM
2009
AGF Management
Ontario, Canada
-$302K -2,439 Closed
PWA
2010
Phoenix Wealth Advisors
North Carolina
-$300K -2,425 Closed
MG
2011
Marex Group
-$298K -2,411 Closed
Two Sigma Advisers
2012
Two Sigma Advisers
New York
-$297K -2,400 Closed
EC
2013
EntryPoint Capital
New York
-$295K -2,379 Closed
JDR
2014
Jay D. Rosenbaum
-$277K -2,238 Closed
MG
2015
Meritage Group
California
-$269K -2,173 Closed
E3F
2016
Eight 31 Financial
Texas
-$260K -2,100 Closed
SCM
2017
Schnieders Capital Management
California
-$252K -2,038 Closed
TWP
2018
Triad Wealth Partners
Kansas
-$227K -1,833 Closed
MLA
2019
My Legacy Advisors
Oregon
-$214K -1,731 Closed
SIAG
2020
Safeguard Investment Advisory Group
California
-$214K -1,729 Closed
BFG
2021
Bouchey Financial Group
New York
-$212K -1,720 Closed
MW
2022
Maia Wealth
Colorado
-$228K -1,719 Closed
Legacy Financial Group (Iowa)
2023
Legacy Financial Group (Iowa)
Iowa
-$208K -1,682 Closed
MIM
2024
Morningstar Investment Management
Illinois
-$207K -1,672 Closed
PFM
2025
Peak Financial Management
Massachusetts
-$205K -1,654 Closed