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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1501
CM Wealth Advisors
Ohio
$375K -$39.1K -325 -9%
NFG
1502
Nadler Financial Group
Illinois
$375K -$4.33K -36 -1%
CAL
1503
Capital Advisors Ltd
Ohio
$375K +$53.6K +446 +16%
BS
1504
Banco Santander
Spain
$375K -$4.17M -34,722 -92%
APP
1505
Avantax Planning Partners
Iowa
$374K +$2.52K +21 +0.7%
TCP
1506
TMB Capital Partners
Arkansas
$374K +$1.92K +16 +0.5%
APFP
1507
Action Point Financial Planning
Michigan
$372K +$381K +3,167 New
PC
1508
Port Capital
Illinois
$372K +$70.3K +585 +23%
CCM
1509
Cohen Capital Management
California
$369K +$16.8K +140 +5%
CWS
1510
Confluence Wealth Services
Pennsylvania
$369K +$91.8K +764 +32%
EWS
1511
Eagle Wealth Strategies
New Jersey
$369K +$5.17K +43 +1%
PPWM
1512
PFG Private Wealth Management
Florida
$368K +$39.4K +328 +12%
MBWA
1513
Marin Bay Wealth Advisors
California
$366K +$9.01K +75 +2%
Federated Hermes
1514
Federated Hermes
Pennsylvania
$365K -$4.08K -34 -1%
JWBC
1515
J.W. Burns & Co
New York
$365K -$3K -25 -0.8%
SIAG
1516
Signet Investment Advisory Group
Rhode Island
$365K – – –
BWA
1517
BCU Wealth Advisors
Illinois
$364K -$12.6K -105 -3%
OAM
1518
Ostrum Asset Management
France
$362K +$89.4K +744 +32%
CIC
1519
Crawford Investment Counsel
Georgia
$362K – – –
EFSCE
1520
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$47.6K +396 +15%
TW
1521
Towerpoint Wealth
California
$360K +$368K +3,062 New
FVWA
1522
Foster Victor Wealth Advisors
South Carolina
$360K +$3.73K +31 +1%
ML
1523
McAdam LLC
Pennsylvania
$359K +$48.4K +403 +15%
JFGLC
1524
Johnson Financial Group LLC (Colorado)
Colorado
$359K +$10.2K +85 +3%
SIG
1525
Spinnaker Investment Group
California
$359K -$4.69K -39 -1%