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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
2151
Berbice Capital Management
New York
$30.8K – – –
SA
2152
Scarborough Advisors
Maryland
$30.8K – – –
TFM
2153
TFC Financial Management
Massachusetts
$30.5K -$77.8K -512 -72%
HWP
2154
Highline Wealth Partners
California
$29.4K -$760 -5 -3%
RFS
2155
Richardson Financial Services
Massachusetts
$29.3K +$28.9K +190 New
AFC
2156
Ares Financial Consulting
California
$28.4K +$28K +184 New
FC
2157
Family CFO
California
$28.4K +$28K +184 New
BCM
2158
Boreal Capital Management
Florida
$27.7K – – –
WFA
2159
West Financial Advisors
Iowa
$27.1K – – –
RWA
2160
Redmont Wealth Advisors
Illinois
$26.7K – – –
NWMP
2161
Noble Wealth Management PBC
Colorado
$26K +$4.71K +31 +22%
RWM
2162
RMG Wealth Management
Wisconsin
$25.8K -$29.5K -194 -54%
MAM
2163
Meeder Asset Management
Ohio
$24.5K -$912 -6 -4%
HHMI
2164
Howard Hughes Medical Institute
Maryland
$24.5K +$152 +1 +0.6%
DWM
2165
Dogwood Wealth Management
Kansas
$24.2K +$8.66K +57 +57%
RWM
2166
Raffa Wealth Management
District of Columbia
$23.9K +$3.19K +21 +16%
BHWM
2167
Bay Harbor Wealth Management
Maryland
$23.9K +$1.52K +10 +7%
RF
2168
Roxbury Financial
New Jersey
$23.3K +$152 +1 +0.7%
RFG
2169
REAP Financial Group
Texas
$23.3K – – –
SEP
2170
Signature Equity Partners
Ohio
$22.8K +$22.5K +148 New
OWP
2171
ORG Wealth Partners
Texas
$22.2K +$2.73K +18 +14%
PJC
2172
Phillip James Consulting
Minnesota
$22K +$21.7K +143 New
WAG
2173
Wilkerson Advisory Group
Missouri
$21K +$20.7K +136 New
EP
2174
Essential Partners
California
$20.7K +$5.78K +38 +40%
AWA
2175
Acumen Wealth Advisors
Tennessee
$20.7K +$20.4K +134 New
85 86
87
88 89