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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
151
Beaumont Financial Advisors
Massachusetts
$787K
AWM
152
AE Wealth Management
Kansas
$775K +$748K +27,091 New
EA
153
Everpar Advisors
Oklahoma
$772K +$771K +27,923 New
CAP
154
Columbia Advisory Partners
Washington
$769K +$35K +1,268 +5%
UCFA
155
United Capital Financial Advisors
Texas
$760K -$1.79M -64,900 -70%
GA
156
GFS Advisors
Texas
$741K
CL
157
Choreo LLC
Illinois
$720K +$719K +26,055 New
AWE
158
Avidian Wealth Enterprises
Texas
$669K +$113K +4,080 +20%
PCC
159
Park Circle Company
Maryland
$663K +$663K +24,000 New
FC
160
FORA Capital
Florida
$648K +$648K +23,453 New
BFG
161
Bleakley Financial Group
New Jersey
$631K +$630K +22,822 New
SS
162
Simplicity Solutions
Minnesota
$631K +$630K +22,822 New
WSC
163
Wellington Shields & Co
New York
$629K +$192K +6,935 +44%
SAM
164
Silvercrest Asset Management
New York
$629K +$628K +22,755 New
D.E. Shaw & Co
165
D.E. Shaw & Co
New York
$623K +$622K +22,531 New
EIP
166
Epoch Investment Partners
New York
$572K
FG
167
Fiduciary Group
Georgia
$562K +$95K +3,440 +20%
Corient Private Wealth
168
Corient Private Wealth
Florida
$552K +$84.1K +3,044 +18%
WANY
169
Wealthspire Advisors (New York)
New York
$521K
SRC
170
Shufro Rose & Co
New York
$507K
RWA
171
Redhawk Wealth Advisors
Minnesota
$499K +$498K +18,051 New
AFO
172
Allie Family Office
Florida
$499K
IPAM
173
Investment Partners Asset Management
New Jersey
$497K +$497K +17,992 New
SG Americas Securities
174
SG Americas Securities
New York
$464K -$904K -32,747 -66%
AAS
175
Avantax Advisory Services
Texas
$461K +$87.8K +3,181 +24%