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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FC
2026
Family CFO
California
$27.5K +$25.3K +184 New
BCM
2027
Boreal Capital Management
Florida
$26.9K – – –
TCM
2028
Traub Capital Management
Massachusetts
$26.8K +$24.6K +179 New
WFA
2029
West Financial Advisors
Iowa
$26.3K -$69.8K -508 -74%
RWA
2030
Redmont Wealth Advisors
Illinois
$25.9K +$23.8K +173 New
CWM
2031
Centricity Wealth Management
Ohio
$25.7K – – –
SC
2032
Steph & Co
Wisconsin
$24.5K -$962 -7 -4%
CFS
2033
CGC Financial Services
Oregon
$24.2K – – –
HIMS
2034
Hager Investment Management Services
New Hampshire
$24.2K – – –
RI
2035
Ridgewood Investments
New Jersey
$24.2K – – –
HHMI
2036
Howard Hughes Medical Institute
Maryland
$23.6K +$21.7K +158 New
RF
2037
Roxbury Financial
New Jersey
$23.6K -$2.61K -19 -11%
POIA
2038
Pin Oak Investment Advisors
Texas
$23K – – –
BFPW
2039
BOK Financial Private Wealth
Colorado
$22.4K -$29.1K -212 -59%
RWM
2040
Raffa Wealth Management
District of Columbia
$21.7K +$1.65K +12 +9%
HWP
2041
Highline Wealth Partners
California
$21.7K +$9.21K +67 +86%
BHWM
2042
Bay Harbor Wealth Management
Maryland
$20.9K +$18K +131 +1,456%
HHGA
2043
Halbert Hargrove Global Advisors
California
$20K -$962 -7 -5%
AWM
2044
Abound Wealth Management
Tennessee
$19.9K +$3.16K +23 +21%
CFD
2045
Creative Financial Designs
Indiana
$19.7K -$1.51K -11 -8%
CPG
2046
Cornerstone Planning Group
New Jersey
$19.5K -$84.4K -614 -84%
VWA
2047
Valued Wealth Advisors
Utah
$18.9K – – –
WAM
2048
WFA Asset Management
Wisconsin
$18K -$19.8K -144 -50%
AW
2049
Avion Wealth
Texas
$18K +$4.53K +33 +38%
CWP
2050
Concord Wealth Partners
Virginia
$17.8K – – –
80 81
82
83 84