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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
1326
Capital Performance Advisors
California
$242K
GM
1327
Granger Management
New York
$242K
EWM
1328
Evermay Wealth Management
Virginia
$240K
LFG
1329
Larson Financial Group
Missouri
$240K
MLA
1330
My Legacy Advisors
Oregon
$240K -$11.6K -134 -5%
RIA
1331
Regal Investment Advisors
Michigan
$238K +$9.07K +105 +4%
TWA
1332
Tandem Wealth Advisors
Arizona
$238K +$18.7K +217 +9%
AQR Capital Management
1333
AQR Capital Management
Connecticut
$237K +$221K +2,555 New
DMBA
1334
Deseret Mutual Benefit Administrators
Utah
$235K -$2.85K -33 -1%
APA
1335
Astoria Portfolio Advisors
New York
$234K +$197K +2,282 New
LA
1336
LVW Advisors
New York
$233K +$950 +11 +0.4%
OPPS
1337
Obsidian Personal Planning Solutions
Maryland
$232K
CMTU
1338
Capital Markets Trading (UK)
United Kingdom
$232K +$216K +2,500 New
MSA
1339
Marino Stram & Associates
Massachusetts
$232K +$3.54K +41 +2%
BAM
1340
Blueshift Asset Management
New Jersey
$231K -$1.04M -11,993 -83%
AWS
1341
AJ Wealth Strategies
New York
$229K +$6.48K +75 +3%
YIA
1342
YHB Investment Advisors
Connecticut
$228K -$17.3K -200 -8%
SAA
1343
Southeast Asset Advisors
Georgia
$228K
MSFS
1344
Main Street Financial Solutions
Pennsylvania
$228K +$2.85K +33 +1%
CWP
1345
CFM Wealth Partners
Texas
$227K
CWS
1346
Confluence Wealth Services
Pennsylvania
$226K +$259 +3 +0.1%
SC
1347
SouthState Corp
Florida
$226K -$381K -4,405 -64%
RC
1348
Reik & Co
New York
$225K
LAS
1349
LWM Advisory Services
Florida
$225K -$2.5K -29 -1%
LF
1350
Lantz Financial
Illinois
$225K +$1.81K +21 +0.9%