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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
401
J.W. Burns & Co
New York
$509K
FDS
402
First Dallas Securities
Texas
$504K -$383K -9,613 -46%
WEC
403
Winslow Evans & Crocker
Massachusetts
$504K +$14K +350 +3%
BCM
404
Bienville Capital Management
New York
$502K +$451K +11,300 New
AAS
405
Avantax Advisory Services
Texas
$497K +$98.6K +2,472 +28%
WA
406
WBH Advisory
Maryland
$493K +$518 +13 +0.1%
AAM
407
AR Asset Management
California
$489K
Fiera Capital (Canada)
408
Fiera Capital (Canada)
Quebec, Canada
$486K
Truist Financial
409
Truist Financial
North Carolina
$486K +$9.97K +250 +2%
VF
410
Virtu Financial
New York
$483K +$434K +10,874 New
CCM
411
Chickasaw Capital Management
Tennessee
$481K
ACM
412
Ashford Capital Management
Delaware
$480K
TCPWM
413
Traverso Chambers Private Wealth Management
California
$478K +$403K +10,097 New
LWAC
414
Laurel Wealth Advisors (California)
California
$477K +$28.1K +705 +7%
DFA
415
Delta Financial Advisors
Louisiana
$476K +$428K +10,725 New
Vanguard Capital Wealth Advisors
416
Vanguard Capital Wealth Advisors
Colorado
$475K +$168K +4,200 +65%
CP
417
Camelot Portfolios
Ohio
$465K -$797K -19,989 -66%
DLG
418
Daniel L. Goodwin
$465K
CAM
419
Carret Asset Management
New York
$463K -$59.8K -1,500 -13%
SWM
420
Segment Wealth Management
Texas
$452K
LC
421
Loews Corp
New York
$449K +$403K +10,100 New
SCCM
422
Schafer Cullen Capital Management
New York
$448K
WWM
423
Western Wealth Management
Colorado
$446K -$1.28K -32 -0.3%
FAT
424
First American Trust
California
$446K
SACTSONJ
425
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$444K -$239K -6,000 -38%