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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JFG
2076
JDM Financial Group
Texas
$1.82K – – –
IAG
2077
Innovative Advisory Group
Massachusetts
$1.72K -$1.62K -10 -45%
TCA
2078
Trifecta Capital Advisors
Illinois
$1.68K – – –
YP
2079
YANKCOM Partnership
South Dakota
$1.68K – – –
TWD
2080
True Wealth Design
Ohio
$1.59K +$649 +4 +57%
BMC
2081
Bear Mountain Capital
Washington
$1.49K +$1.78K +11 New
RS
2082
Rakuten Securities
Japan
$1.4K – – –
FNWA
2083
Financial Network Wealth Advisors
Utah
$1.4K +$1.62K +10 New
TCM
2084
Tradewinds Capital Management
Washington
$1.4K +$1.62K +10 New
JAM
2085
JCIC Asset Management
Ontario, Canada
$1.26K – – –
BHWM
2086
Bay Harbor Wealth Management
Maryland
$1.26K +$1.46K +9 New
HFS
2087
Horizon Financial Services
North Carolina
$839 +$974 +6 New
PWM
2088
Parkworth Wealth Management
California
$699 – – –
DWM
2089
Dogwood Wealth Management
Kansas
$699 +$812 +5 New
IHWM
2090
Iron Horse Wealth Management
Iowa
$699 +$812 +5 New
OCM
2091
Osterweis Capital Management
California
$699 +$812 +5 New
Q1WB
2092
Quest 10 Wealth Builders
Virginia
$674 +$812 +5 New
BCM
2093
Blume Capital Management
California
$560 +$649 +4 New
IWM
2094
Inlight Wealth Management
Georgia
$419 +$487 +3 New
RCM
2095
Richardson Capital Management
Wisconsin
$419 +$487 +3 New
RJA
2096
Ross\Johnson & Associates
Minnesota
$279 +$325 +2 New
WBC
2097
West Branch Capital
Massachusetts
$140 – – –
TC
2098
TwinBeech Capital
New York
– -$68.4M -396,722 Closed
GJCM
2099
Grand Jean Capital Management
California
– -$24.6M -142,506 Closed
Arrowstreet Capital
2100
Arrowstreet Capital
Massachusetts
– -$20.5M -119,148 Closed