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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TAM
1426
Titleist Asset Management
Texas
$231K -$4.48K -43 -2%
MSFS
1427
Main Street Financial Solutions
Pennsylvania
$231K -$30K -288 -12%
FCA
1428
FinTrust Capital Advisors
South Carolina
$230K
1IA
1429
1834 Investment Advisors
Wisconsin
$230K -$53.1K -510 -19%
CAC
1430
Certified Advisory Corp
Florida
$229K +$1.45M +13,923 New
PFM
1431
Peak Financial Management
Massachusetts
$228K +$222K +2,129 New
OFS
1432
OneAscent Financial Services
Alabama
$228K -$6.66K -64 -3%
AC
1433
Abbrea Capital
California
$227K +$220K +2,115 New
BDF
1434
Black Diamond Financial
Maryland
$227K +$220K +2,115 New
HHGA
1435
Halbert Hargrove Global Advisors
California
$226K +$220K +2,108 New
PA
1436
PFG Advisors
Arizona
$226K +$219K +2,105 New
OWA
1437
Outlook Wealth Advisors
Texas
$226K +$219K +2,105 New
MWPCG
1438
Measured Wealth Private Client Group
New Hampshire
$225K +$219K +2,103 New
GCM
1439
Greenland Capital Management
New York
$225K -$3.36M -32,294 -94%
AA
1440
Aire Advisors
California
$225K +$219K +2,099 New
IWP
1441
Icon Wealth Partners
Texas
$225K +$10.2K +98 +5%
ABC
1442
Associated Banc-Corp
Wisconsin
$224K +$218K +2,095 New
DA
1443
Dover Advisors
Virginia
$224K +$218K +2,090 New
EW
1444
Evoke Wealth
California
$224K +$218K +2,090 New
MS
1445
Madden Securities
Texas
$224K +$218K +2,090 New
LF
1446
Lee Financial
Texas
$223K +$729 +7 +0.3%
WSFS
1447
Wilmington Savings Fund Society
Delaware
$221K -$16.8K -161 -7%
AWM
1448
Avior Wealth Management
Nebraska
$221K -$5.73K -55 -3%
CI Investments Inc
1449
CI Investments Inc
Ontario, Canada
$219K +$9.06K +87 +4%
PWG
1450
Portside Wealth Group
Utah
$219K +$213K +2,045 New