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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
2026
Center for Financial Planning
Michigan
$109K – – –
BGAI
2027
Bruce G. Allen Investments
Colorado
$109K -$514 -3 -0.5%
BONH
2028
Bank of New Hampshire
New Hampshire
$108K – – –
HAP
2029
Harbor Asset Planning
Massachusetts
$107K – – –
API
2030
Asset Planning Inc
California
$104K +$685 +4 +0.7%
MWPCG
2031
Measured Wealth Private Client Group
New Hampshire
$103K +$103K +603 New
CA
2032
Centerpoint Advisors
Massachusetts
$103K – – –
PB
2033
Pinnacle Bancorp
Nebraska
$103K – – –
PWM
2034
Proathlete Wealth Management
Florida
$102K +$685 +4 +0.7%
RDFA
2035
Ritter Daniher Financial Advisory
Ohio
$102K +$685 +4 +0.7%
HNW
2036
High Note Wealth
Minnesota
$101K +$19.4K +113 +24%
NSG
2037
Nalls Sherbakoff Group
Tennessee
$101K – – –
SIC
2038
SJS Investment Consulting
Ohio
$98.8K +$5.31K +31 +6%
FP
2039
Financial Perspectives
Minnesota
$95.7K – – –
TVWM
2040
Tower View Wealth Management
Wisconsin
$95.6K +$685 +4 +0.7%
BBPWM
2041
Blue Bell Private Wealth Management
Pennsylvania
$94.1K – – –
BHWM
2042
Beaird Harris Wealth Management
Texas
$92.4K +$514 +3 +0.6%
WTA
2043
Washington Trust Advisors
Massachusetts
$92.3K +$7.03K +41 +8%
UFPG
2044
United Financial Planning Group
New York
$90.6K +$90.8K +530 New
MHR
2045
Matthew Hamilton Rosenberg
$85.9K – – –
FDW
2046
Fourth Dimension Wealth
Ohio
$85.4K – – –
MEG
2047
Millstone Evans Group
Colorado
$84.1K +$12.8K +75 +18%
AGWCA
2048
Annis Gardner Whiting Capital Advisors
Florida
$81K +$4.11K +24 +5%
PP
2049
PFS Partners
New Jersey
$80.9K +$343 +2 +0.4%
OAJ
2050
Ogorek Anthony Joseph
New York
$80K -$19.2K -112 -19%
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