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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
876
Curated Wealth Partners
California
$1.54M – – –
DLHL
877
Donald L. Hagan LLC
Florida
$1.53M – – –
CP
878
Cumberland Partners
Ontario, Canada
$1.53M +$1.39M +10,000 New
MIH
879
Meitav Investment House
Israel
$1.52M +$101K +728 +8%
MGIA
880
Moneta Group Investment Advisors
Missouri
$1.52M -$155K -1,116 -10%
RWB
881
RMR Wealth Builders
New Jersey
$1.52M +$50.2K +362 +4%
ACM
882
Ayrshire Capital Management
Connecticut
$1.51M +$18.6K +134 +1%
BAM
883
Byrne Asset Management
New Jersey
$1.5M -$13.5K -97 -1%
FFWA
884
FRG Family Wealth Advisors
Washington
$1.5M – – –
SCA
885
Sandy Cove Advisors
Massachusetts
$1.5M -$1.8K -13 -0.1%
VWMG
886
Virginia Wealth Management Group
Virginia
$1.5M +$15.4K +111 +1%
LIA
887
LBMC Investment Advisors
Tennessee
$1.48M +$277 +2 +0%
CLA
888
Carnegie Lake Advisors
New Jersey
$1.48M +$1.34M +9,655 New
CCA
889
Cravens & Co Advisors
Tennessee
$1.46M -$105K -757 -7%
CD
890
Chapin Davis
Maryland
$1.46M -$111K -800 -8%
UBG
891
United Bank (Georgia)
Georgia
$1.46M -$82.5K -595 -6%
HIMC
892
Heritage Investors Management Corp
Maryland
$1.46M -$191K -1,380 -13%
PCC
893
Park Circle Company
Maryland
$1.45M – – –
CFIA
894
Cantor Fitzgerald Investment Advisors
New York
$1.45M +$484K +3,492 +58%
DIP
895
Davis Investment Partners
North Carolina
$1.45M – – –
FPF
896
First Pacific Financial
Washington
$1.44M +$29.1K +210 +2%
FPAS
897
Focus Partners Advisor Solutions
Missouri
$1.44M +$71.3K +514 +6%
ZF
898
Zhang Financial
Michigan
$1.44M -$126K -905 -9%
LWP
899
LMG Wealth Partners
Louisiana
$1.44M +$66.5K +479 +5%
MFA
900
Mayflower Financial Advisors
Massachusetts
$1.43M -$37.7K -272 -3%
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