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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FFM
1026
Forum Financial Management
Illinois
$737K -$67.3K -552 -9%
CWM
1027
Congress Wealth Management
Massachusetts
$736K -$201K -1,645 -22%
SEP
1028
Southland Equity Partners
Missouri
$735K -$126K -1,035 -15%
KA
1029
Kozak & Associates
Colorado
$732K
RRCM
1030
Rappaport Reiches Capital Management
Illinois
$731K +$324K +2,656 +86%
TPWA
1031
TRUE Private Wealth Advisors
Oregon
$730K -$66K -541 -8%
SWA
1032
Sax Wealth Advisors
New Jersey
$729K +$610 +5 +0.1%
VWA
1033
Visionary Wealth Advisors
Illinois
$725K +$43.7K +358 +7%
FWP
1034
FAS Wealth Partners
Kansas
$722K +$693K +5,685 New
RMDI
1035
R.M. Davis Inc
Maine
$720K
BAM
1036
Byrne Asset Management
New Jersey
$717K +$160K +1,309 +30%
ACM
1037
Avalon Capital Management
California
$716K
QCIG
1038
Quad-Cities Investment Group
Iowa
$716K +$12.8K +105 +2%
BAM
1039
Bosun Asset Management
Illinois
$715K -$32.6K -267 -5%
IF
1040
Intrua Financial
Texas
$714K -$619K -5,072 -47%
MSFP
1041
Mark Sheptoff Financial Planning
Connecticut
$711K -$27.4K -225 -4%
CG
1042
Caprock Group
Idaho
$704K -$96.1K -788 -12%
Vanguard Capital Wealth Advisors
1043
Vanguard Capital Wealth Advisors
Colorado
$704K -$18.3K -150 -3%
IDBONY
1044
Israel Discount Bank of New York
New York
$703K +$11K +90 +2%
FFS
1045
Founders Financial Securities
Maryland
$702K +$8.54K +70 +1%
XT
1046
XTX Topco
Cayman Islands
$702K +$675K +5,533 New
PIA
1047
Powell Investment Advisors
Florida
$701K
DWM
1048
Dakota Wealth Management
Florida
$700K -$402K -3,293 -37%
CA
1049
Continuum Advisory
Idaho
$700K +$125K +1,024 +17%
HA
1050
Herold Advisors
New York
$700K +$95.9K +786 +17%