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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
176
Avantax Advisory Services
Texas
$461K +$87.8K +3,181 +24%
RFWA
177
RPg Family Wealth Advisory
Massachusetts
$454K +$2.13K +77 +0.5%
ACC
178
Acorn Creek Capital
Colorado
$452K +$451K +16,336 New
FA
179
Fountainhead AM
New Jersey
$439K +$438K +15,874 New
CIBC Private Wealth Group
180
CIBC Private Wealth Group
Georgia
$425K +$49.4K +1,789 +13%
SWP
181
Stratos Wealth Partners
Ohio
$424K +$81.5K +2,953 +24%
Bank of Montreal
182
Bank of Montreal
Ontario, Canada
$424K +$55.4K +2,005 +15%
Bank of New York Mellon
183
Bank of New York Mellon
New York
$422K +$38.8K +1,405 +10%
PWA
184
Physician Wealth Advisors
Utah
$418K +$5.03K +182 +1%
SCTC
185
Sanibel Captiva Trust Company
Florida
$415K +$414K +15,000 New
EGA
186
Eagle Global Advisors
Texas
$412K – – –
IAN
187
Integrated Advisors Network
Texas
$410K +$2.73K +99 +0.7%
PPW
188
Pasadena Private Wealth
California
$409K -$746 -27 -0.2%
RFA
189
Register Financial Advisors
Georgia
$390K +$180K +6,528 +86%
US Bancorp
190
US Bancorp
Minnesota
$385K – – –
MCM
191
Monument Capital Management
Virginia
$385K -$23K -834 -6%
National Bank of Canada
192
National Bank of Canada
Quebec, Canada
$381K – – –
KA
193
Klingman & Associates
New York
$379K – – –
CFG
194
Cooper Financial Group
California
$375K +$374K +13,561 New
Jane Street
195
Jane Street
New York
$357K -$697K -25,256 -66%
MC
196
Moors & Cabot
Massachusetts
$355K -$16.1K -582 -4%
SP
197
Stablepoint Partners
Massachusetts
$347K +$347K +12,568 New
AWM
198
Accurate Wealth Management
Florida
$335K – – –
AFG
199
Atomi Financial Group
New York
$333K +$333K +12,042 New
IIA
200
IPG Investment Advisors
California
$313K -$16.6K -600 -5%