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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1776
CarsonAllaria Wealth Management
Illinois
$29.2K – – –
POIA
1777
Pin Oak Investment Advisors
Texas
$29K -$12.5K -100 -32%
TCM
1778
TD Capital Management
Tennessee
$28K – – –
DMKJ
1779
David M. Knott Jr
$28K – – –
TC
1780
Trust Company
Kansas
$27.6K – – –
KFS
1781
Kelly Financial Services
Massachusetts
$27.2K – – –
MAWCM
1782
Mine & Arao Wealth Creation & Management
California
$27.2K – – –
RCM
1783
Raleigh Capital Management
North Carolina
$26.9K +$16.2K +130 +173%
CCM
1784
Chilton Capital Management
Texas
$26.1K +$24.9K +199 New
BIA
1785
Bell Investment Advisors
California
$26K +$500 +4 +2%
TFM
1786
TFC Financial Management
Massachusetts
$25.5K -$6.12K -49 -20%
FC
1787
Family CFO
California
$24.2K -$12.5K -100 -35%
HBW
1788
Hazlett, Burt & Watson
West Virginia
$23K +$19.5K +156 +821%
RWA
1789
Redmont Wealth Advisors
Illinois
$22.7K +$21.6K +173 New
BC
1790
Belmont Capital
California
$22.5K +$125 +1 +0.6%
MAM
1791
Meeder Asset Management
Ohio
$22.3K +$21.2K +170 New
CFS
1792
CGC Financial Services
Oregon
$21.3K +$20.2K +162 New
AWM
1793
Abound Wealth Management
Tennessee
$20.8K +$4.25K +34 +27%
HF
1794
Halpern Financial
Virginia
$19.2K – – –
PPC
1795
Park Place Capital
Alabama
$19.2K -$43.1K -345 -70%
PWMG
1796
Prestige Wealth Management Group
New Jersey
$18.7K -$266K -2,129 -94%
SC
1797
Steph & Co
Wisconsin
$18.4K +$17.5K +140 New
VWA
1798
Valued Wealth Advisors
Utah
$16.7K +$125 +1 +0.8%
GWMI
1799
Guardian Wealth Management (Illinois)
Illinois
$16.5K +$125 +1 +0.8%
ITIM
1800
Indiana Trust & Investment Management
Indiana
$16.4K +$15.6K +125 New
70 71
72
73 74