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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HWA
1001
Heritage Wealth Advisors
Virginia
$549K
HH
1002
Hilltop Holdings
Texas
$549K -$68.3K -791 -12%
LWP
1003
LMG Wealth Partners
Louisiana
$548K +$58.5K +677 +13%
RWA
1004
Ropes Wealth Advisors
Massachusetts
$546K
CAM
1005
Close Asset Management
United Kingdom
$545K +$286K +3,316 +130%
KFP
1006
KMG Fiduciary Partners
Ohio
$544K -$1.58M -18,245 -76%
LNWWM
1007
Laird Norton Wetherby Wealth Management
California
$544K -$33.3K -385 -6%
ABLA
1008
Alan B. Lancz & Associates
Ohio
$544K
FC
1009
Forte Capital
New York
$543K
RWA
1010
Redhawk Wealth Advisors
Minnesota
$543K -$13.9K -161 -3%
BAM
1011
Beaumont Asset Management
Texas
$542K -$34.9K -404 -6%
ICG
1012
InterOcean Capital Group
Tennessee
$542K -$54.5K -631 -10%
VWA
1013
Visionary Wealth Advisors
Illinois
$535K -$29.7K -344 -6%
TPWA
1014
TRUE Private Wealth Advisors
Oregon
$534K
FWA
1015
Freedom Wealth Alliance
Wisconsin
$534K -$57.4K -665 -11%
SWA
1016
Sax Wealth Advisors
New Jersey
$533K -$31K -359 -6%
MC
1017
Mathes Company
New York
$533K +$495K +5,728 New
GHAM
1018
Gilman Hill Asset Management
Connecticut
$528K +$15.6K +181 +3%
LC
1019
Lindbrook Capital
California
$528K +$254K +2,946 +108%
EAM
1020
Eschler Asset Management
United Kingdom
$526K +$488K +5,653 New
PCM
1021
Poehling Capital Management
Wisconsin
$525K -$459K -5,315 -48%
MFG
1022
Merit Financial Group
Georgia
$523K -$395K -4,572 -45%
FTDI
1023
First Trust Direct Indexing
Massachusetts
$521K -$24.9K -288 -5%
BAM
1024
Belpointe Asset Management
Nevada
$520K -$830K -9,605 -63%
OHWP
1025
Oak Harbor Wealth Partners
North Carolina
$519K