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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1726
Pines Wealth Management
North Carolina
$248K -$37.2K -286 -12%
KIG
1727
Kennedy Investment Group
New Jersey
$248K -$13.9K -107 -5%
RCM
1728
Requisite Capital Management
Texas
$247K -$1.95K -15 -0.7%
RFA
1729
Resurgent Financial Advisors
Georgia
$246K +$279K +2,141 New
SSA
1730
South Street Advisors
New York
$246K -$7.47M -57,425 -96%
JFGIW
1731
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$245K -$31.2K -240 -10%
CCA
1732
Cora Capital Advisors
New Jersey
$245K +$1.43K +11 +0.5%
BFG
1733
Berger Financial Group
Minnesota
$244K +$2.34K +18 +0.9%
Empower Advisory Group
1734
Empower Advisory Group
Colorado
$244K -$8.46K -65 -3%
RPGK
1735
Retirement Planning Group (Kansas)
Kansas
$244K +$276K +2,121 New
HCM
1736
Hutchinson Capital Management
California
$242K -$130 -1 -0%
BI
1737
Ballast Inc
Kentucky
$242K
OWA
1738
Outlook Wealth Advisors
Texas
$242K
BPCE
1739
Bank Pictet & Cie (Europe)
Germany
$241K -$129K -988 -32%
HDA
1740
Harold Davidson & Associates
California
$241K -$12.4K -95 -4%
BWP
1741
Balboa Wealth Partners
Arizona
$241K -$5.99K -46 -2%
BTI
1742
Blue Trust Inc
Georgia
$241K -$162K -1,247 -37%
WBC
1743
Westpac Banking Corp
Australia
$240K -$55.2K -424 -17%
SB
1744
Simmons Bank
Arkansas
$239K +$271K +2,082 New
KFA
1745
Kapstone Financial Advisors
Ohio
$239K +$22.1K +170 +9%
BT
1746
Banque Transatlantique
France
$239K +$117K +900 +76%
BHWM
1747
Bar Harbor Wealth Management
New Hampshire
$239K -$371K -2,854 -58%
MA
1748
MJP Associates
Connecticut
$238K -$4.55K -35 -2%
AMPWP
1749
Alvarez & Marsal Private Wealth Partners
Florida
$237K -$29.1K -224 -10%
CW
1750
Code Waechter
Florida
$237K -$1.3K -10 -0.5%