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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
MC
151
Moors & Cabot
Massachusetts
$872K +$444K +15,140 +118%
GIA
152
Guyasuta Investment Advisors
Pennsylvania
$868K – – –
TCM
153
Triumph Capital Management
Colorado
$861K -$143K -4,894 -15%
UCFA
154
United Capital Financial Advisors
Texas
$857K – – –
Commonwealth Equity Services
155
Commonwealth Equity Services
Massachusetts
$824K -$197K -6,709 -20%
GCM
156
Greenland Capital Management
New York
$807K -$2.02M -69,080 -73%
AWE
157
Avidian Wealth Enterprises
Texas
$793K +$37K +1,262 +5%
PCC
158
Park Circle Company
Maryland
$748K – – –
BFG
159
Bleakley Financial Group
New Jersey
$737K +$24.7K +842 +4%
SW
160
Simplicity Wealth
New Jersey
$737K +$693K +23,664 New
FG
161
Fiduciary Group
Georgia
$701K +$63.2K +2,159 +11%
WSC
162
Wellington Shields & Co
New York
$691K -$17.6K -600 -3%
AAS
163
Avantax Advisory Services
Texas
$679K +$150K +5,122 +31%
CIC
164
Chilton Investment Company
Connecticut
$676K -$1.71M -58,270 -73%
Corient Private Wealth
165
Corient Private Wealth
Florida
$674K +$48.2K +1,644 +8%
EIP
166
Epoch Investment Partners
New York
$645K – – –
QC
167
Quadrature Capital
United Kingdom
$636K -$1.32M -44,975 -69%
Cerity Partners
168
Cerity Partners
New York
$627K +$288K +9,843 +98%
KAS
169
Kestra Advisory Services
Texas
$625K +$360K +12,294 +159%
CCM
170
Campbell Capital Management
Florida
$623K +$586K +20,000 New
US Bancorp
171
US Bancorp
Minnesota
$621K +$176K +6,002 +43%
RWA
172
Redhawk Wealth Advisors
Minnesota
$592K +$27.8K +949 +5%
WANY
173
Wealthspire Advisors (New York)
New York
$588K +$1.14K +39 +0.2%
SRC
174
Shufro Rose & Co
New York
$577K – – –
AWM
175
Activest Wealth Management
Florida
$572K +$500K +17,062 +1,303%