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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
APFP
1501
Action Point Financial Planning
Michigan
$372K +$381K +3,167 New
PC
1502
Port Capital
Illinois
$372K +$70.3K +585 +23%
CCM
1503
Cohen Capital Management
California
$369K +$16.8K +140 +5%
CWS
1504
Confluence Wealth Services
Pennsylvania
$369K +$91.8K +764 +32%
EWS
1505
Eagle Wealth Strategies
New Jersey
$369K +$5.17K +43 +1%
PPWM
1506
PFG Private Wealth Management
Florida
$368K +$39.4K +328 +12%
MBWA
1507
Marin Bay Wealth Advisors
California
$366K +$9.01K +75 +2%
Federated Hermes
1508
Federated Hermes
Pennsylvania
$365K -$4.08K -34 -1%
JWBC
1509
J.W. Burns & Co
New York
$365K -$3K -25 -0.8%
SIAG
1510
Signet Investment Advisory Group
Rhode Island
$365K
BWA
1511
BCU Wealth Advisors
Illinois
$364K -$12.6K -105 -3%
OAM
1512
Ostrum Asset Management
France
$362K +$89.4K +744 +32%
CIC
1513
Crawford Investment Counsel
Georgia
$362K
EFSCE
1514
Enterprise Financial Services Corp (EFSC)
Missouri
$361K +$47.6K +396 +15%
TW
1515
Towerpoint Wealth
California
$360K +$368K +3,062 New
FVWA
1516
Foster Victor Wealth Advisors
South Carolina
$360K +$3.73K +31 +1%
ML
1517
McAdam LLC
Pennsylvania
$359K +$48.4K +403 +15%
JFGLC
1518
Johnson Financial Group LLC (Colorado)
Colorado
$359K +$10.2K +85 +3%
SIG
1519
Spinnaker Investment Group
California
$359K -$4.69K -39 -1%
GLA
1520
Great Lakes Advisors
Illinois
$358K -$6.25K -52 -2%
SPWM
1521
Schrum Private Wealth Management
Florida
$358K -$39.9K -332 -10%
HA
1522
Hofer & Associates
California
$358K
ISL
1523
Ingalls & Snyder LLC
New York
$357K
FLPIM
1524
F.L. Putnam Investment Management
Massachusetts
$356K -$46.6K -388 -11%
MWM
1525
Manske Wealth Management
Texas
$356K +$120 +1 +0%