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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MSFP
1151
Mark Sheptoff Financial Planning
Connecticut
$602K
LA
1152
LexAurum Advisors
Kansas
$602K +$173K +1,600 +53%
JFGIW
1153
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$599K +$207K +1,909 +72%
HH
1154
Hilltop Holdings
Texas
$599K -$93.8K -867 -16%
CRC
1155
Curi RMB Capital
Illinois
$593K +$9.3K +86 +2%
PPWM
1156
Paragon Private Wealth Management
Kentucky
$590K -$22.6K -209 -4%
LGA
1157
Lebenthal Global Advisors
New York
$590K +$488K +4,507 New
AF
1158
Alerus Financial
North Dakota
$589K -$18.6K -172 -4%
MWM
1159
MGB Wealth Management
Texas
$589K +$487K +4,500 New
MSAM
1160
Moloney Securities Asset Management
Missouri
$589K -$16.6K -153 -3%
WFAG
1161
Worth Financial Advisory Group
North Carolina
$589K -$16.3K -151 -3%
GCA
1162
Gradient Capital Advisors
California
$587K
DIM
1163
Delta Investment Management
California
$587K +$485K +4,482 New
BWP
1164
BSW Wealth Partners
Colorado
$585K
CWM
1165
Curi Wealth Management
North Carolina
$581K -$24.1K -223 -5%
FFO
1166
Fiduciary Family Office
Florida
$579K +$478K +4,420 New
GSC
1167
Grey Street Capital
Illinois
$572K +$24.3K +225 +5%
Vanguard Capital Wealth Advisors
1168
Vanguard Capital Wealth Advisors
Colorado
$570K -$108K -1,000 -19%
WA1
1169
Wimmer Associates 1
California
$569K
CCFM
1170
Clear Creek Financial Management
Washington
$566K +$137K +1,270 +42%
PPWP
1171
Premier Path Wealth Partners
New Jersey
$566K +$468K +4,325 New
GAM
1172
Guinness Asset Management
United Kingdom
$564K +$16.6K +153 +4%
CCA
1173
Cora Capital Advisors
New Jersey
$560K +$1.3K +12 +0.3%
BAM
1174
BOS Asset Management
Illinois
$557K -$58.4K -540 -11%
LC
1175
Lindbrook Capital
California
$557K +$57.8K +534 +14%