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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
RFN
1351
Redwood Financial Network
Ohio
$507K +$64.9K +499 +13%
MAG
1352
Mayfair Advisory Group
Alabama
$505K +$29.3K +225 +5%
RWC
1353
Rare Wolf Capital
Washington
$505K +$571K +4,391 New
GCA
1354
Gradient Capital Advisors
California
$505K – – –
FAT
1355
First American Trust
California
$504K -$7.29K -56 -1%
AIM
1356
Advyzon Investment Management
Illinois
$503K +$94.6K +727 +20%
CC
1357
Courier Capital
New York
$503K -$6.5K -50 -1%
SEP
1358
Southland Equity Partners
Missouri
$501K -$86.4K -664 -13%
GHI
1359
Gross & Hartman Investments
Pennsylvania
$500K +$77.8K +598 +16%
TCI Wealth Advisors
1360
TCI Wealth Advisors
Arizona
$499K +$45.7K +351 +9%
Annex Advisory Services
1361
Annex Advisory Services
Wisconsin
$499K -$25.4K -195 -4%
LA
1362
LVW Advisors
New York
$499K +$5.86K +45 +1%
Bartlett & Co Wealth Management
1363
Bartlett & Co Wealth Management
Ohio
$498K -$15.7K -121 -3%
FWP
1364
Forefront Wealth Partners
Texas
$497K +$562K +4,323 New
OF
1365
Optimize Financial
California
$496K +$211K +1,622 +60%
TWM
1366
Trueblood Wealth Management
Ohio
$496K +$5.07K +39 +0.9%
MWS
1367
MFA Wealth Services
California
$494K +$36.8K +283 +7%
RCA
1368
Riverview Capital Advisers
Massachusetts
$493K -$8.33K -64 -1%
Panagora Asset Management
1369
Panagora Asset Management
Massachusetts
$491K – – –
YIA
1370
YHB Investment Advisors
Connecticut
$491K -$316K -2,430 -36%
Heritage Wealth Advisors
1371
Heritage Wealth Advisors
Virginia
$488K – – –
KBFS
1372
Kohmann Bosshard Financial Services
Ohio
$488K -$13K -100 -2%
HWA
1373
HHM Wealth Advisors
Tennessee
$488K -$14.8K -114 -3%
JWA
1374
JFS Wealth Advisors
Pennsylvania
$487K -$11.4K -88 -2%
TWPM
1375
Total Wealth Planning & Management
Florida
$481K -$27.2K -209 -5%