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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WC
576
Waterloo Capital
Texas
$4.99M +$63.5K +462 +1%
CS
577
Cannell & Spears
New York
$4.98M -$3.02K -22 -0.1%
WSC
578
Wellington Shields & Co
New York
$4.94M -$12.4K -90 -0.3%
CCM
579
Conway Capital Management
California
$4.94M -$127K -925 -3%
1W
580
1776 Wealth
Georgia
$4.93M +$822K +5,980 +22%
RDWM
581
Red Door Wealth Management
Tennessee
$4.89M +$1.14M +8,281 +34%
IAS
582
Insigneo Advisory Services
Florida
$4.88M -$80.7K -587 -2%
IAIM
583
International Assets Investment Management
Florida
$4.87M -$35.2K -256 -0.8%
SCTC
584
Sanibel Captiva Trust Company
Florida
$4.86M -$640K -4,659 -13%
SFP
585
Shepherd Financial Partners
Massachusetts
$4.84M +$117K +853 +3%
TW
586
TritonPoint Wealth
Maryland
$4.83M -$173K -1,261 -4%
STA
587
Summit Trail Advisors
New York
$4.81M +$1.17M +8,499 +36%
FC
588
FORA Capital
Florida
$4.81M -$3.33M -24,222 -43%
PWP
589
Principle Wealth Partners
Connecticut
$4.8M +$1.14M +8,279 +35%
NLP
590
Next Level Private
New York
$4.78M +$18.8K +137 +0.4%
1SB
591
1ST Source Bank
Indiana
$4.76M -$66.5K -484 -1%
MGP
592
Metis Global Partners
California
$4.73M -$468K -3,404 -10%
SCP
593
Stamos Capital Partners
California
$4.72M +$1.61M +11,749 +59%
ATPW
594
Ashton Thomas Private Wealth
Arizona
$4.69M -$141K -1,025 -3%
PA
595
Parallel Advisors
California
$4.68M +$11.7K +85 +0.3%
IMCOOI
596
Investment Management Corp of Ontario (IMCO)
Canada
$4.65M -$551K -4,007 -11%
CWP
597
Cyndeo Wealth Partners
Florida
$4.64M +$395K +2,874 +10%
CPA
598
Capital Planning Advisors
California
$4.63M +$54.5K +397 +1%
USCWA
599
U.S. Capital Wealth Advisors
Texas
$4.6M -$9.14M -66,519 -68%
CGH
600
Crossmark Global Holdings
Texas
$4.58M -$132K -963 -3%
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