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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFC
2026
Ares Financial Consulting
California
$21.7K – – –
HFS
2027
Hughes Financial Services
Virginia
$21.7K +$8.41K +70 +61%
WPWM
2028
Western Pacific Wealth Management
Illinois
$21.4K -$126K -1,051 -85%
CAC
2029
Core Alternative Capital
Georgia
$21.2K -$22K -183 -50%
BCM
2030
Boreal Capital Management
Florida
$21.2K -$120 -1 Closed
BHWM
2031
Bay Harbor Wealth Management
Maryland
$20.9K +$3.48K +29 +19%
WFA
2032
West Financial Advisors
Iowa
$20.7K – – –
FG
2033
Fairman Group
Pennsylvania
$20.4K +$11.3K +94 +118%
SSG
2034
Summit Securities Group
New York
$20.2K +$5.89K +49 +40%
RWM
2035
Raffa Wealth Management
District of Columbia
$20.1K +$1.8K +15 +10%
CFS
2036
CGC Financial Services
Oregon
$19.1K – – –
RFG
2037
REAP Financial Group
Texas
$17.8K – – –
MAM
2038
Meeder Asset Management
Ohio
$17.8K +$2.88K +24 +19%
HIA
2039
Highland Investment Advisors
Florida
$17.8K +$18.1K +151 New
TF
2040
Tompkins Financial
New York
$17.7K -$127K -1,056 -88%
DWM
2041
Dogwood Wealth Management
Kansas
$17.4K +$5.29K +44 +42%
ASA
2042
Axxion S.A.
Luxembourg
$17.2K +$17.5K +146 New
PJC
2043
Phillip James Consulting
Minnesota
$16.8K – – –
STB
2044
S&T Bank
Pennsylvania
$16K +$9.85K +82 +152%
RF
2045
Roxbury Financial
New Jersey
$15.6K -$2.04K -17 -11%
KG
2046
Kilter Group
New York
$15.3K -$1.56K -13 -9%
DPW
2047
DiNuzzo Private Wealth
Pennsylvania
$15.2K – – –
HWP
2048
Highline Wealth Partners
California
$15.1K +$1.68K +14 +12%
HFM
2049
Harvest Fund Management
China
$15K – – –
UIA
2050
Ulland Investment Advisors
Minnesota
$15K – – –
80 81
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83 84