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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWC
476
Integrated Wealth Concepts
Massachusetts
$3.8M -$802K -7,704 -18%
OSNBOA
477
Old Second National Bank of Aurora
Illinois
$3.78M -$47K -451 -1%
SC
478
Sierra Capital
Florida
$3.72M – – –
CJL
479
Cyrus J. Lawrence
New York
$3.72M – – –
AAS
480
Avantax Advisory Services
Texas
$3.71M -$27.3K -262 -0.8%
SF
481
Synovus Financial
Georgia
$3.7M +$9.79K +94 +0.3%
EIP
482
Easterly Investment Partners
Massachusetts
$3.68M +$104 +1 +0%
TRCT
483
Tower Research Capital (TRC)
New York
$3.67M +$865K +8,306 +32%
1SB
484
1ST Source Bank
Indiana
$3.65M -$76.4K -734 -2%
BZWA
485
Blue Zone Wealth Advisors
California
$3.64M -$113K -1,088 -3%
BFS
486
Bard Financial Services
Connecticut
$3.59M +$208K +2,000 +6%
CC
487
Cannell & Co
New York
$3.56M -$595K -5,711 -15%
BIAS
488
Beacon Investment Advisory Services
New Jersey
$3.56M -$24.5K -235 -0.7%
SPWG
489
Syntegra Private Wealth Group
Missouri
$3.54M +$1.18M +11,359 +52%
CT
490
Colonial Trust
South Carolina
$3.53M -$48K -461 -1%
OIA
491
OneDigital Investment Advisors
Kansas
$3.52M -$20.2K -194 -0.6%
RCA
492
Ranch Capital Advisors
Florida
$3.49M -$58.6K -563 -2%
CB
493
Commerce Bank
Missouri
$3.46M +$90.3K +867 +3%
CGH
494
Crossmark Global Holdings
Texas
$3.39M +$2.94M +28,217 +702%
IAS
495
Insigneo Advisory Services
Florida
$3.37M +$25.5K +245 +0.8%
HCM
496
Howland Capital Management
Massachusetts
$3.36M +$1.52M +14,595 +87%
COLIM
497
City of London Investment Management
United Kingdom
$3.33M – – –
SWM
498
Spire Wealth Management
Virginia
$3.33M +$160K +1,537 +5%
KFS
499
Kaizen Financial Strategies
California
$3.27M +$30K +288 +1%
SWM
500
Sculati Wealth Management
Michigan
$3.27M +$26.3K +253 +0.8%
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