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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1526
Endurance Wealth Management
Rhode Island
$109K – – –
TF
1527
TimeScale Financial
Massachusetts
$106K – – –
EW
1528
Evoke Wealth
California
$104K – – –
CFO
1529
CVA Family Office
Colorado
$104K +$33.7K +253 +46%
TC
1530
TAP Consulting
Missouri
$104K +$107K +800 New
WB
1531
Webster Bank
Connecticut
$99K – – –
CFN
1532
Cordasco Financial Network
Florida
$99K +$667 +5 +0.7%
CWM
1533
CarsonAllaria Wealth Management
Illinois
$98K +$100K +753 New
CFRPA
1534
Castle Financial & Retirement Planning Associates
New Jersey
$94K +$97.1K +728 New
KFP
1535
KB Financial Partners
New Jersey
$94K +$97.3K +730 New
JRFS
1536
James Reed Financial Services
Ohio
$92K +$240K +1,803 New
PH
1537
Pinnacle Holdings
Oklahoma
$90.6K +$93.3K +700 New
CHC
1538
City Holding Co
West Virginia
$88K – – –
PCMC
1539
Paragon Capital Management (Colorado)
Colorado
$86K +$88.4K +663 New
BHWM
1540
Beaird Harris Wealth Management
Texas
$85K +$87.3K +655 New
EBA
1541
Eagle Bay Advisors
New York
$81K -$83.2K -624 -50%
Avior Wealth Management
1542
Avior Wealth Management
Nebraska
$80K +$28.1K +211 +51%
LWA
1543
Lenox Wealth Advisors
New York
$79K -$1.87K -14 -2%
SFPG
1544
Stonebridge Financial Planning Group
Florida
$77K – – –
ARMC
1545
American Research & Management Company
Massachusetts
$73K – – –
FP
1546
Financial Perspectives
Minnesota
$72.5K – – –
CCMW
1547
Cypress Capital Management (Wyoming)
Wyoming
$72K – – –
SWM
1548
Sugarloaf Wealth Management
Georgia
$70K +$533 +4 +0.7%
WAM
1549
WFA Asset Management
Wisconsin
$69.5K +$71.6K +537 New
PFA
1550
Professional Financial Advisors
Nebraska
$68K +$533 +4 +0.8%