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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1476
Scissortail Wealth Management
Oklahoma
$266K +$225K +2,082 New
MTWM
1477
Masso Torrence Wealth Management
New Jersey
$266K +$108 +1 +0%
KOC
1478
Koss-Olinger Consulting
Florida
$266K
CAC
1479
Certified Advisory Corp
Florida
$266K -$1.29M -11,893 -85%
ATFA
1480
All Terrain Financial Advisors
Minnesota
$265K +$1.51K +14 +0.7%
OWMIAS
1481
One Wealth Management Investment & Advisory Services
Florida
$265K +$219K +2,023 New
PWG
1482
Portside Wealth Group
Utah
$264K -$2.81K -26 -1%
CFO
1483
Callan Family Office
Pennsylvania
$264K +$4.98K +46 +2%
ESB
1484
Essex Savings Bank
Connecticut
$264K +$218K +2,013 New
PI
1485
Pettee Investors
Connecticut
$263K +$1.41K +13 +0.7%
PPWM
1486
PFG Private Wealth Management
Florida
$262K +$183K +1,687 +531%
PTC
1487
Philadelphia Trust Company
Pennsylvania
$262K
GFS
1488
GYL Financial Synergies
Connecticut
$262K +$7.25K +67 +3%
LFASL
1489
Lugano Financial Advisors SA (LFA)
Switzerland
$262K
NFG
1490
Nadler Financial Group
Illinois
$262K
PPW
1491
PACK Private Wealth
Minnesota
$262K
SFG
1492
Sather Financial Group
Texas
$262K
SC
1493
Searle & Co
Connecticut
$262K
MSFS
1494
Main Street Financial Solutions
Pennsylvania
$262K -$17.4K -161 -7%
OCM
1495
Objective Capital Management
Ohio
$261K +$1.3K +12 +0.6%
MAA
1496
Mraz Amerine & Associates
California
$259K -$49.6K -458 -19%
BFG
1497
Berger Financial Group
Minnesota
$258K +$5.73K +53 +3%
BIP
1498
Blue Investment Partners
California
$258K
TIA
1499
Traphagen Investment Advisors
New Jersey
$257K +$2.38K +22 +1%
CI Investments Inc
1500
CI Investments Inc
Ontario, Canada
$257K -$9.09K -84 -4%