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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
SWP
126
Stratos Wealth Partners
Ohio
$641K +$18.9K +772 +3%
CWM
127
Cornerstone Wealth Management
Missouri
$586K +$576K +23,500 New
Envestnet Asset Management
128
Envestnet Asset Management
Illinois
$578K +$2.92K +119 +0.5%
Corient Private Wealth
129
Corient Private Wealth
Florida
$553K -$235K -9,607 -30%
Cetera Investment Advisers
130
Cetera Investment Advisers
Illinois
$531K +$78.8K +3,216 +18%
EIP
131
Epoch Investment Partners
New York
$516K +$507K +20,700 New
NCM
132
Next Capital Management
New York
$514K – – –
Commonwealth Equity Services
133
Commonwealth Equity Services
Massachusetts
$504K +$496K +20,236 New
Bank of New York Mellon
134
Bank of New York Mellon
New York
$494K -$12.4K -507 -2%
IAN
135
Integrated Advisors Network
Texas
$463K -$49K -1,998 -10%
AFO
136
Allie Family Office
Florida
$450K – – –
DAS
137
Dynamic Advisor Solutions
Arizona
$441K +$434K +17,701 New
William Blair & Company
138
William Blair & Company
Illinois
$406K -$65.8K -2,683 -14%
RFWA
139
RPg Family Wealth Advisory
Massachusetts
$404K +$386K +15,765 New
ASFA
140
All Season Financial Advisors
Colorado
$384K +$26.3K +1,075 +7%
PWA
141
Physician Wealth Advisors
Utah
$373K +$27.1K +1,104 +8%
EGA
142
Eagle Global Advisors
Texas
$372K +$95.1K +3,880 +35%
RPWA
143
Regent Peak Wealth Advisors
Georgia
$359K – – –
WSC
144
Wellington Shields & Co
New York
$357K +$49.6K +2,025 +16%
ACM
145
Anfield Capital Management
California
$352K – – –
Deutsche Bank
146
Deutsche Bank
Germany
$343K +$8.01K +327 +2%
PCA
147
Pallas Capital Advisors
Massachusetts
$337K +$320K +13,047 New
SPIA
148
Steward Partners Investment Advisory
New York
$312K – – –
CPIG
149
Chicago Partners Investment Group
Illinois
$311K -$141K -5,741 -32%
DFCM
150
Dark Forest Capital Management
Puerto Rico
$309K +$304K +12,407 New