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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
126
Perigon Wealth Management
California
$1.07M -$15.9K -573 -1%
MML Investors Services
127
MML Investors Services
Massachusetts
$1.05M +$93.6K +3,383 +10%
BAMF
128
BI Asset Management Fondsmaeglerselskab
Denmark
$1.05M -$419K -15,125 -28%
Jane Street
129
Jane Street
New York
$1.04M -$1.35M -48,813 -56%
IFWM
130
Institute for Wealth Management
Colorado
$1.03M +$1.04M +37,501 New
KACA
131
Kayne Anderson Capital Advisors
California
$983K -$260K -9,400 -21%
HWM
132
Hohimer Wealth Management
Washington
$966K
BCM
133
Basso Capital Management
Connecticut
$958K
OC
134
Oppenheimer & Co
New York
$944K -$51K -1,841 -5%
JIC
135
Joel Isaacson & Co
New York
$889K
MWM
136
Madison Wealth Management
Ohio
$882K -$1.66K -60 -0.2%
SIMG
137
Sonora Investment Management Group
Arizona
$861K +$272K +9,820 +45%
CWM
138
Cornerstone Wealth Management
Missouri
$861K +$125K +4,513 +17%
BC
139
Barnett & Company
Tennessee
$854K +$863K +31,200 New
GIA
140
Guyasuta Investment Advisors
Pennsylvania
$845K +$5.54K +200 +0.7%
BP
141
BBR Partners
New York
$840K
QT
142
Quantbot Technologies
New York
$826K +$412K +14,884 +97%
BPA
143
Beacon Pointe Advisors
California
$822K +$512K +18,500 +160%
TCBWMS
144
Texas Capital Bank Wealth Management Services
Texas
$821K +$277K +10,000 +50%
KeyBank National Association
145
KeyBank National Association
Ohio
$809K -$450K -16,249 -35%
Barclays
146
Barclays
United Kingdom
$801K +$810K +29,280 New
BFA
147
Beaumont Financial Advisors
Massachusetts
$779K
AI
148
ArchPoint Investors
Florida
$776K
DAS
149
Dynamic Advisor Solutions
Arizona
$747K +$36K +1,300 +5%
GA
150
GFS Advisors
Texas
$733K +$742K +26,800 New