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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPG
2026
Cornerstone Planning Group
New Jersey
$19.6K +$2.86K +22 +16%
LA
2027
LM Advisors
California
$19.4K +$166K +1,274 +133%
SC
2028
Swan Capital
Florida
$18.7K +$11.7K +90 +125%
CFS
2029
CGC Financial Services
Oregon
$18.6K -$43.3K -333 -67%
RWM
2030
Raffa Wealth Management
District of Columbia
$17.9K +$130 +1 +0.6%
BOJHT
2031
Bank of Jackson Hole Trust
Wyoming
$17.9K +$20.3K +156 New
RFG
2032
REAP Financial Group
Texas
$17.4K – – –
RF
2033
Roxbury Financial
New Jersey
$17.2K -$130 -1 -0.7%
BHWM
2034
Bay Harbor Wealth Management
Maryland
$17.1K -$781 -6 -4%
HHGA
2035
Halbert Hargrove Global Advisors
California
$17K -$16.9K -130 -47%
EWP
2036
Elevation Wealth Partners
California
$16.8K +$19K +146 New
KG
2037
Kilter Group
New York
$16.5K +$3.12K +24 +20%
VWA
2038
Valued Wealth Advisors
Utah
$16.3K +$2.08K +16 +13%
PJC
2039
Phillip James Consulting
Minnesota
$16K – – –
SEP
2040
Signature Equity Partners
Ohio
$15.6K -$1.56K -12 -8%
AWA
2041
Acumen Wealth Advisors
Tennessee
$15.4K – – –
NEWAS
2042
N.E.W. Advisory Services
Wisconsin
$15.1K +$8.46K +65 +98%
DPW
2043
DiNuzzo Private Wealth
Pennsylvania
$14.8K -$130 -1 -0.8%
SR
2044
Swiss Re
Switzerland
$14.8K – – –
MAM
2045
Meeder Asset Management
Ohio
$14.6K -$4.16K -32 -20%
PL
2046
Protective Life
Alabama
$14.4K +$16.3K +125 New
SSG
2047
Summit Securities Group
New York
$14.1K -$127K -974 -89%
HFM
2048
Harvest Fund Management
China
$14K -$574K -4,413 -97%
UIA
2049
Ulland Investment Advisors
Minnesota
$14K – – –
AWM
2050
Abound Wealth Management
Tennessee
$13.7K -$1.82K -14 -11%
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82
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