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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FRA
1926
Front Row Advisors
California
$73.6K – – –
EWM
1927
Evolution Wealth Management
Florida
$72.7K +$36K +300 +94%
PWM
1928
Proathlete Wealth Management
Florida
$72.5K +$721 +6 +1%
CT
1929
Clearstead Trust
Maine
$72.3K – – –
SVCP
1930
Silicon Valley Capital Partners
California
$71.7K +$841 +7 +1%
CMA
1931
Cedar Mountain Advisors
Oregon
$71.4K +$72.9K +607 New
CA
1932
Centerpoint Advisors
Massachusetts
$71K – – –
OCM
1933
Osbon Capital Management
Massachusetts
$70.7K – – –
LF
1934
LifeSteps Financial
California
$70.1K +$71.6K +596 New
WPA
1935
West Paces Advisors
Georgia
$70K +$71.5K +595 New
OC
1936
Oakworth Capital
Alabama
$69.9K – – –
BA
1937
Bard Associates
Illinois
$69.7K +$8.65K +72 +14%
Loomis, Sayles & Company
1938
Loomis, Sayles & Company
Massachusetts
$68.7K +$70.2K +584 New
CBT
1939
Crews Bank & Trust
Florida
$67.5K – – –
ADL
1940
Asset Dedication LLC
California
$66.9K -$20.1K -167 -23%
SL
1941
Salomon & Ludwin
Virginia
$66.3K -$1.32K -11 -2%
FP
1942
Financial Perspectives
Minnesota
$65.9K – – –
LFA
1943
LGT Financial Advisors
Texas
$64.7K – – –
SGFG
1944
Silver Grove Financial Group
New York
$64.2K +$65.6K +546 New
SWAG
1945
Spectrum Wealth Advisory Group
California
$63.9K +$65.2K +543 New
AWM
1946
Activest Wealth Management
Florida
$63K -$548K -4,560 -89%
MWM
1947
Mosley Wealth Management
California
$62.9K -$516K -4,295 -89%
IBOK
1948
Independence Bank of Kentucky
Kentucky
$62.8K – – –
UFPG
1949
United Financial Planning Group
New York
$62.4K -$3.6K -30 -5%
NRG
1950
Nemes Rush Group
Michigan
$62.4K +$120 +1 +0.2%