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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
1NWS
2026
1 North Wealth Services
Maryland
$15.5K +$18K +111 New
AWM
2027
Abound Wealth Management
Tennessee
$15.4K -$3.9K -24 -18%
AW
2028
Avion Wealth
Texas
$15K – – –
AP
2029
Atwood & Palmer
Missouri
$14K – – –
BCPWM
2030
Bradley & Co Private Wealth Management
Florida
$14K – – –
IWP
2031
IAG Wealth Partners
Wisconsin
$14K – – –
MHIP
2032
Mountain Hill Investment Partners
New Jersey
$14K – – –
PA
2033
PSI Advisors
Florida
$14K – – –
T
2034
Tidemark
California
$14K – – –
OC
2035
Oakworth Capital
Alabama
$13.1K -$287K -1,770 -95%
WAS
2036
Winch Advisory Services
Wisconsin
$13.1K +$162 +1 +1%
CCM
2037
Cloud Capital Management
Washington
$13K +$15.4K +95 New
KTC
2038
Kentucky Trust Company
Kentucky
$12.2K – – –
NEWAS
2039
N.E.W. Advisory Services
Wisconsin
$11.6K +$13.5K +83 New
HWP
2040
Highline Wealth Partners
California
$10.9K -$1.62K -10 -11%
NWMP
2041
Noble Wealth Management PBC
Colorado
$9.79K -$1.3K -8 -10%
PK
2042
Pflug Koory
Nebraska
$9.51K – – –
DIP
2043
DT Investment Partners
Pennsylvania
$9.23K – – –
MWM
2044
Mascoma Wealth Management
New Hampshire
$9.22K – – –
WA
2045
Whipplewood Advisors
Colorado
$8.95K +$1.72M +10,612 +16,581%
UCB
2046
United Community Bank
South Carolina
$8.53K +$9.9K +61 New
Penserra Capital Management
2047
Penserra Capital Management
California
$8K -$297K -1,829 -97%
MSWM
2048
Mowery & Schoenfeld Wealth Management
Illinois
$7.9K -$1.14K -7 -11%
T
2049
Transce3nd
Texas
$7.69K -$40.6K -250 -82%
GWSA
2050
Global Wealth Strategies & Associates
Colorado
$7.27K +$8.44K +52 New