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Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
Wealth Enhancement Advisory Services
201
Wealth Enhancement Advisory Services
Minnesota
$447K +$202K +6,452 +79%
PPW
202
Pasadena Private Wealth
California
$447K -$29.7K -950 -6%
XT
203
XTX Topco
Cayman Islands
$446K +$456K +14,566 New
BPA
204
Beacon Pointe Advisors
California
$443K -$516K -16,503 -53%
UAG
205
United Advisor Group
Ohio
$436K -$5.07K -162 -1%
IIA
206
IPG Investment Advisors
California
$427K -$15.6K -500 -4%
Carson Wealth (CWM LLC)
207
Carson Wealth (CWM LLC)
Nebraska
$423K +$341K +10,905 +376%
KA
208
Klingman & Associates
New York
$419K
National Bank of Canada
209
National Bank of Canada
Quebec, Canada
$416K
MC
210
Moors & Cabot
Massachusetts
$414K -$453K -14,464 -52%
KWA
211
Kingswood Wealth Advisors
California
$411K +$36.6K +1,168 +10%
GC
212
Guggenheim Capital
Illinois
$405K +$27K +862 +7%
MCM
213
Monument Capital Management
Virginia
$402K -$7.73K -247 -2%
Natixis Advisors
214
Natixis Advisors
Massachusetts
$399K +$408K +13,023 New
TI
215
Tidal Investments
Wisconsin
$398K +$407K +13,000 New
MFIM
216
Mesirow Financial Investment Management
Illinois
$367K
FSWA
217
Financial Synergies Wealth Advisors
Texas
$364K +$10.8K +346 +3%
AWM
218
Accurate Wealth Management
Florida
$364K
Citadel Advisors
219
Citadel Advisors
Florida
$361K -$5.78M -184,592 -94%
CWP
220
Cyndeo Wealth Partners
Florida
$357K +$3.13K +100 +0.9%
CG
221
Caprock Group
Idaho
$352K +$351K +11,209 New
OCPWS
222
One Charles Private Wealth Services
Massachusetts
$341K
BF
223
BOK Financial
Oklahoma
$339K
SAM
224
Seelaus Asset Management
New Jersey
$325K +$34.4K +1,100 +12%
FCA
225
Fortis Capital Advisors
Kansas
$323K +$330K +10,552 New