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Blackstone Mortgage Trust

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
226
Atria Wealth Solutions
New York
$311K +$332K +10,979 New
CFA
227
Capstone Financial Advisors
Illinois
$310K +$36.3K +1,200 +12%
Creative Planning
228
Creative Planning
Kansas
$308K +$28K +926 +9%
SCM
229
SOL Capital Management
Maryland
$307K
CAM
230
Carret Asset Management
New York
$306K
ASN
231
Advisory Services Network
Georgia
$304K +$30.3K +1,002 +10%
CIA
232
Choate Investment Advisors
Massachusetts
$304K +$333K +11,000 New
GPA
233
Guidance Point Advisors
Massachusetts
$297K +$5.75K +190 +2%
EH
234
Equitable Holdings
New York
$290K +$57.4K +1,898 +22%
FPB
235
First PREMIER Bank
South Dakota
$285K
MLICM
236
Metropolitan Life Insurance Company (MetLife)
New York
$284K +$13.6K +449 +5%
RRCM
237
Rappaport Reiches Capital Management
Illinois
$284K
KFA
238
Kelleher Financial Advisors
New York
$283K +$10.7K +355 +4%
NFSG
239
Newbridge Financial Services Group
Florida
$282K -$36.6K -1,208 -11%
WA
240
Wealthstar Advisors
Texas
$281K +$363 +12 +0.1%
TRCT
241
Tower Research Capital (TRC)
New York
$277K +$102K +3,365 +51%
PAMS
242
Pictet Asset Management (Switzerland)
Switzerland
$273K
PRC
243
Pearl River Capital
Michigan
$270K +$295K +9,751 New
BWM
244
BCS Wealth Management
Tennessee
$265K -$9.2K -304 -3%
X
245
Xponance
Pennsylvania
$256K +$53.3K +1,760 +24%
IC
246
IEQ Capital
California
$251K -$1.91K -63 -0.7%
DLG
247
Daniel L. Goodwin
$250K +$51.4K +1,700 +23%
Principal Financial Group
248
Principal Financial Group
Iowa
$246K -$946K -31,275 -78%
CPO
249
Cerity Partners OCIO
New York
$245K +$46.5K +1,537 +21%
Mercer Global Advisors
250
Mercer Global Advisors
Colorado
$244K +$47.1K +1,555 +21%