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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RWMG
1476
Redwood Wealth Management Group
New Jersey
$484K -$17.4K -100 -3%
W
1477
WorthPointe
California
$483K -$697 -4 -0.1%
CAL
1478
Capital Advisors Ltd
Ohio
$483K +$2.44K +14 +0.5%
BF
1479
Brogan Financial
Tennessee
$482K +$2.09K +12 +0.4%
PCM
1480
Poehling Capital Management
Wisconsin
$478K -$7.84K -45 -2%
LFWA
1481
LBJ Family Wealth Advisors
Texas
$478K -$39.2K -225 -8%
JJBC
1482
James J. Burns & Company
New York
$478K +$64.3K +369 +15%
LAM
1483
L2 Asset Management
Massachusetts
$478K -$6.97K -40 -1%
KIG
1484
Kennedy Investment Group
New Jersey
$477K -$10.1K -58 -2%
WC
1485
Whitney & Co
New York
$477K -$26.1K -150 -5%
CIEP
1486
Constellation Investimentos e Participacoes
Brazil
$477K -$20.9K -120 -4%
FDCP
1487
Foster Dykema Cabot & Partners
Massachusetts
$474K – – –
UBP
1488
Union Bancaire Privee
Switzerland
$472K +$497K +2,850 New
BFO
1489
Boston Family Office
Massachusetts
$471K – – –
QWP
1490
Quotient Wealth Partners
Texas
$471K +$22.8K +131 +5%
FWM
1491
Foguth Wealth Management
Michigan
$471K +$1.74K +10 +0.4%
BP
1492
BBR Partners
New York
$470K -$82.2K -472 -15%
NP
1493
Nilsine Partners
Colorado
$470K +$18.3K +105 +4%
NFSG
1494
Newbridge Financial Services Group
Florida
$469K +$11.3K +65 +2%
TWP
1495
Triad Wealth Partners
Kansas
$469K +$474K +2,720 New
EWM
1496
Elmwood Wealth Management
California
$468K +$473K +2,716 New
PCM
1497
Prelude Capital Management
New York
$467K +$166K +951 +54%
PCA
1498
Purkiss Capital Advisors
Connecticut
$467K +$471K +2,706 New
CPA
1499
Capital Performance Advisors
California
$465K +$1.57K +9 +0.3%
FFG
1500
Fiduciary Financial Group
California
$464K -$35.7K -205 -7%
58 59
60
61 62