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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
2176
Bangor Savings Bank
Maine
$5.3K – – –
CWM
2177
Cedar Wealth Management
California
$5.13K – – –
PCFFS
2178
Pacific Center for Financial Services
California
$4.96K – – –
EWP
2179
Elevation Wealth Partners
California
$4.78K +$4.8K +28 New
MAFA
2180
MJT & Associates Financial Advisory
Minnesota
$4.78K +$4.8K +28 New
CWM
2181
Cranbrook Wealth Management
Michigan
$4.61K -$10.8K -63 -70%
PWA
2182
Principia Wealth Advisory
Texas
$4.61K +$685 +4 +17%
FMP
2183
Financial Management Professionals
Texas
$3.93K – – –
TWD
2184
True Wealth Design
Ohio
$3.66K -$171 -1 -5%
STB
2185
S&T Bank
Pennsylvania
$3.59K -$1.54K -9 -30%
ACA
2186
American Capital Advisory
Idaho
$3.59K +$171 +1 +5%
TCM
2187
TD Capital Management
Tennessee
$3.49K – – –
TCA
2188
Trifecta Capital Advisors
Illinois
$3.42K – – –
QWM
2189
Quaker Wealth Management
New Jersey
$3.25K – – –
PIS
2190
POM Investment Strategies
North Carolina
$3.25K +$2.4K +14 +280%
GFL
2191
Granite FO LLC
New Hampshire
$3.08K – – –
WWA
2192
Wealth Watch Advisors
Colorado
$3.08K +$3.08K +18 New
CIEC
2193
Crédit Industriel et Commercial
France
$2.9K -$4.63K -27 -61%
WA
2194
WestEnd Advisors
North Carolina
$2.73K – – –
KFP
2195
Kerr Financial Planning
California
$2.66K +$3.25K +19 New
PS
2196
PayPay Securities
Japan
$2.65K -$343 -2 -11%
NWM
2197
Nova Wealth Management
Florida
$2.59K – – –
RWM
2198
Rialto Wealth Management
New York
$2.39K – – –
BFS
2199
Bare Financial Services
Pennsylvania
$2.05K – – –
RWS
2200
Retirement Wealth Solutions
Wisconsin
$1.88K +$1.89K +11 New
86 87
88
89 90