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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KFA
2101
Kelleher Financial Advisors
New York
$34.2K +$34.3K +200 New
BCM
2102
Berbice Capital Management
New York
$34.2K – – –
CFP
2103
Comprehensive Financial Planning
Pennsylvania
$34.2K – – –
SA
2104
Scarborough Advisors
Maryland
$34.2K – – –
WPA
2105
Wealth Preservation Advisors
Tennessee
$34.1K – – –
HWP
2106
Highline Wealth Partners
California
$33.5K +$8.74K +51 +35%
HIMS
2107
Hager Investment Management Services
New Hampshire
$33.3K +$5.65K +33 +20%
BCM
2108
Boreal Capital Management
Florida
$30.8K – – –
SAM
2109
Strive Asset Management
Ohio
$30.4K +$30.5K +178 New
WFA
2110
West Financial Advisors
Iowa
$30.1K – – –
RWA
2111
Redmont Wealth Advisors
Illinois
$29.6K – – –
SC
2112
Steph & Co
Wisconsin
$28.9K +$857 +5 +3%
MAM
2113
Meeder Asset Management
Ohio
$28.2K -$52.8K -308 -65%
HHGA
2114
Halbert Hargrove Global Advisors
California
$27.8K +$4.97K +29 +22%
CFS
2115
CGC Financial Services
Oregon
$27.7K – – –
HHMI
2116
Howard Hughes Medical Institute
Maryland
$27K – – –
RFG
2117
REAP Financial Group
Texas
$25.8K +$25.9K +151 New
RF
2118
Roxbury Financial
New Jersey
$25.6K -$1.37K -8 -5%
BHWM
2119
Bay Harbor Wealth Management
Maryland
$24.8K +$857 +5 +4%
NWMP
2120
Noble Wealth Management PBC
Colorado
$23.6K +$23.6K +138 New
RWM
2121
Raffa Wealth Management
District of Columbia
$22.9K -$1.89K -11 -8%
AWM
2122
Abound Wealth Management
Tennessee
$22.8K – – –
CFD
2123
Creative Financial Designs
Indiana
$22.6K +$171 +1 +0.8%
VWA
2124
Valued Wealth Advisors
Utah
$21.5K – – –
OWP
2125
ORG Wealth Partners
Texas
$21.5K -$12K -70 -36%
83 84
85
86 87