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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AW
2026
Avion Wealth
Texas
$15K – – –
AP
2027
Atwood & Palmer
Missouri
$14K – – –
BCPWM
2028
Bradley & Co Private Wealth Management
Florida
$14K – – –
IWP
2029
IAG Wealth Partners
Wisconsin
$14K – – –
MHIP
2030
Mountain Hill Investment Partners
New Jersey
$14K – – –
PA
2031
PSI Advisors
Florida
$14K – – –
T
2032
Tidemark
California
$14K – – –
OC
2033
Oakworth Capital
Alabama
$13.1K -$287K -1,770 -95%
WAS
2034
Winch Advisory Services
Wisconsin
$13.1K +$162 +1 +1%
CCM
2035
Cloud Capital Management
Washington
$13K +$15.4K +95 New
KTC
2036
Kentucky Trust Company
Kentucky
$12.2K – – –
NEWAS
2037
N.E.W. Advisory Services
Wisconsin
$11.6K +$13.5K +83 New
HWP
2038
Highline Wealth Partners
California
$10.9K -$1.62K -10 -11%
NWMP
2039
Noble Wealth Management PBC
Colorado
$9.79K -$1.3K -8 -10%
PK
2040
Pflug Koory
Nebraska
$9.51K – – –
DIP
2041
DT Investment Partners
Pennsylvania
$9.23K – – –
MWM
2042
Mascoma Wealth Management
New Hampshire
$9.22K – – –
WA
2043
Whipplewood Advisors
Colorado
$8.95K +$1.72M +10,612 +16,581%
UCB
2044
United Community Bank
South Carolina
$8.53K +$9.9K +61 New
PCM
2045
Penserra Capital Management
California
$8K -$297K -1,829 -97%
MSWM
2046
Mowery & Schoenfeld Wealth Management
Illinois
$7.9K -$1.14K -7 -11%
T
2047
Transce3nd
Texas
$7.69K -$40.6K -250 -82%
GWSA
2048
Global Wealth Strategies & Associates
Colorado
$7.27K +$8.44K +52 New
DF
2049
Dunhill Financial
United Kingdom
$7.13K +$8.28K +51 New
HIA
2050
HFM Investment Advisors
New Jersey
$6.43K +$7.47K +46 New
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