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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EWP
2076
Elevation Wealth Partners
California
$11.8K -$5.53K -46 -32%
BCPWM
2077
Bradley & Co Private Wealth Management
Florida
$11.8K – – –
IWP
2078
IAG Wealth Partners
Wisconsin
$11.8K – – –
TCM
2079
Tradewinds Capital Management
Washington
$11.8K – – –
SC
2080
Stance Capital
Massachusetts
$11.8K +$12K +100 New
WAS
2081
Winch Advisory Services
Wisconsin
$11.3K +$120 +1 +1%
HHGA
2082
Halbert Hargrove Global Advisors
California
$11.1K -$6.49K -54 -36%
PWA
2083
Provenance Wealth Advisors
Florida
$10.9K +$360 +3 +3%
SFG
2084
Strive Financial Group
Indiana
$10.8K – – –
ABWM
2085
Alpine Bank Wealth Management
Colorado
$10.6K +$10.8K +90 New
KTC
2086
Kentucky Trust Company
Kentucky
$10.2K – – –
MWM
2087
Mascoma Wealth Management
New Hampshire
$10.2K – – –
BWS
2088
Buck Wealth Strategies
Colorado
$10.2K +$10.5K +87 New
PS
2089
Planning Strategies
Pennsylvania
$10K +$10.2K +85 New
OAJ
2090
Ogorek Anthony Joseph
New York
$10K – – –
BG
2091
Bollard Group
Massachusetts
$10K +$120 +1 +1%
IWM
2092
IMG Wealth Management
Florida
$9.88K +$5.89K +49 +140%
PUI
2093
Purpose Unlimited Inc
$9.32K +$7.21K +60 +333%
PWMG
2094
Prestige Wealth Management Group
New Jersey
$9.18K – – –
EFMH
2095
E Fund Management (HK)
Hong Kong
$9.18K – – –
BFS
2096
Bare Financial Services
Pennsylvania
$9.18K +$5.05K +42 +117%
BSB
2097
Bangor Savings Bank
Maine
$8.82K – – –
HPBT
2098
Hickory Point Bank & Trust
Illinois
$8.82K – – –
CIS
2099
Custom Index Systems
New York
$8.82K +$9.01K +75 New
SC
2100
Swan Capital
Florida
$8.54K -$10.7K -89 -55%