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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWG
1826
Portside Wealth Group
Utah
$223K +$205K +1,492 New
PD
1827
Planning Directions
Pennsylvania
$223K -$26.2K -191 -11%
WP
1828
WealthShield Partners
North Carolina
$223K -$1.51K -11 -0.7%
WDC
1829
Woodward Diversified Capital
California
$222K +$204K +1,485 New
CCA
1830
Childress Capital Advisors
Texas
$222K -$39.6K -288 -16%
LCS
1831
Levin Capital Strategies
New York
$221K
LWM
1832
Lakeridge Wealth Management
Ohio
$221K +$3.16K +23 +2%
SWM
1833
Shepherd Wealth Management
Ohio
$221K +$179K +1,300 New
SPP
1834
Single Point Partners
Massachusetts
$220K +$202K +1,473 New
FWMP
1835
Foundation Wealth Management (Pennsylvania)
Pennsylvania
$217K +$275 +2 +0.1%
DAM
1836
Doheny Asset Management
California
$217K
AWA
1837
Adapt Wealth Advisors
Georgia
$217K +$199K +1,450 New
MP
1838
Moment Partners
California
$216K +$198K +1,442 New
PTB
1839
Pioneer Trust Bank
Oregon
$215K
NHC
1840
Nicholas Hoffman & Company
Georgia
$214K +$197K +1,434 New
SW
1841
SMART Wealth
Nebraska
$214K -$263K -1,916 -57%
BSI
1842
Bennett Selby Investments
Maine
$213K +$196K +1,427 New
OCM
1843
Objective Capital Management
Ohio
$213K +$196K +1,423 New
BWA
1844
Blodgett Wealth Advisors
California
$212K +$195K +1,420 New
ALA
1845
Atlas Legacy Advisors
California
$212K -$142K -1,033 -42%
OCM
1846
One Capital Management
California
$212K +$195K +1,419 New
DA
1847
Doliver Advisors
Texas
$210K -$5.22K -38 -3%
BGA
1848
Battery Global Advisors
Massachusetts
$209K +$137 +1 +0.1%
GPA
1849
Garrison Point Advisors
California
$209K +$192K +1,399 New
SIS
1850
Sound Income Strategies
Florida
$208K -$8.38K -61 -4%