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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1501
Pinnacle Wealth Planning Services
Ohio
$371K -$69.3K -533 -14%
NFG
1502
Nadler Financial Group
Illinois
$371K -$40.9K -314 -9%
AA
1503
Advisory Alpha
Michigan
$371K -$30.8K -237 -7%
FWIA
1504
Fort Washington Investment Advisors
Ohio
$370K +$190K +1,463 +83%
QWP
1505
Quotient Wealth Partners
Texas
$370K +$50.4K +387 +14%
PCM
1506
Presidio Capital Management
California
$369K +$6.63K +51 +2%
IWA
1507
IVC Wealth Advisors
Pennsylvania
$368K +$12.9K +99 +3%
CC
1508
Clearwave Capital
California
$368K +$126K +969 +43%
MWM
1509
Mindset Wealth Management
Indiana
$368K -$1.95K -15 -0.5%
BWA
1510
BCU Wealth Advisors
Illinois
$368K
WAAG
1511
Wealth Alliance Advisory Group
Kansas
$367K +$55.4K +426 +15%
DA
1512
Dover Advisors
Virginia
$367K -$911 -7 -0.2%
IMRF
1513
Illinois Municipal Retirement Fund
Illinois
$366K -$703K -5,400 -63%
CWM
1514
Circle Wealth Management
New Jersey
$366K +$414K +3,183 New
AP
1515
Atwood & Palmer
Missouri
$366K +$4.55K +35 +1%
VWM
1516
Venturi Wealth Management
Texas
$365K -$19K -146 -4%
LAS
1517
LWM Advisory Services
Florida
$364K
TCP
1518
TMB Capital Partners
Arkansas
$364K +$651 +5 +0.2%
CA
1519
CoreCap Advisors
Michigan
$364K +$11.8K +91 +3%
RCM
1520
RB Capital Management
Nevada
$364K -$69.6K -535 -14%
APP
1521
Avantax Planning Partners
Iowa
$363K -$5.07K -39 -1%
CA
1522
Claro Advisors
Massachusetts
$363K -$20.3K -156 -5%
FVWA
1523
Foster Victor Wealth Advisors
South Carolina
$361K -$147K -1,132 -28%
Federated Hermes
1524
Federated Hermes
Pennsylvania
$361K -$1.43K -11 -0.3%
JWBC
1525
J.W. Burns & Co
New York
$359K -$19.5K -150 -5%