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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AIC
1101
Ayalon Insurance Company
Israel
$266K
MMA
1102
Miracle Mile Advisors
California
$266K
SAF
1103
Smith Anglin Financial
Texas
$265K +$2.22K +25 +0.9%
DWM
1104
Doyle Wealth Management
Florida
$265K +$242K +2,725 New
CWP
1105
CFM Wealth Partners
Texas
$264K
AWM
1106
Accurate Wealth Management
Florida
$264K +$241K +2,715 New
UBV
1107
United Bank (Virginia)
Virginia
$262K
CA
1108
Cornerstone Advisory
Maryland
$262K +$240K +2,700 New
SIA
1109
Soltis Investment Advisors
Utah
$261K +$239K +2,691 New
PCA
1110
Pallas Capital Advisors
Massachusetts
$260K +$198K +2,226 New
SAM
1111
Shell Asset Management
Netherlands
$257K -$177K -1,992 -43%
QT
1112
Quantamental Technologies
New York
$257K +$235K +2,650 New
PP
1113
Prudential plc
United Kingdom
$255K +$233K +2,623 New
FDS
1114
First Dallas Securities
Texas
$253K +$231K +2,600 New
LBD
1115
Landsberg Bennett & Dubbaneh
Florida
$251K +$225K +2,535 New
C
1116
Certuity
Florida
$250K +$229K +2,576 New
RWP
1117
Ridgecrest Wealth Partners
California
$248K -$40K -450 -15%
BWL
1118
Bogart Wealth LLC
Virginia
$248K
PFBT
1119
Parkside Financial Bank & Trust
Missouri
$248K +$3.38K +38 +2%
EWM
1120
Executive Wealth Management
Michigan
$246K +$225K +2,539 New
SFG
1121
StrategIQ Financial Group
Indiana
$244K +$223K +2,513 New
VFA
1122
Voya Financial Advisors
Connecticut
$243K -$2.52M -28,322 -92%
CFD
1123
Creative Financial Designs
Indiana
$243K +$5.42K +61 +2%
DFA
1124
Delta Financial Advisors
Louisiana
$243K +$222K +2,498 New
BFA
1125
Bragg Financial Advisors
North Carolina
$243K +$222K +2,500 New