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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IWM
651
IHT Wealth Management
Illinois
$1.26M +$109K +1,222 +10%
JIC
652
Joel Isaacson & Co
New York
$1.26M +$6.39K +72 +0.6%
HCM
653
Highlander Capital Management
New Jersey
$1.25M – – –
HCP
654
Hexagon Capital Partners
Arkansas
$1.25M -$94K -1,058 -8%
WF
655
Welch & Forbes
Massachusetts
$1.25M +$622K +7,000 +119%
AMC
656
Asset Management Corp
Illinois
$1.25M -$18.2K -205 -2%
WKWM
657
Walter & Keenan Wealth Management
Indiana
$1.24M -$444K -5,000 -28%
SBIA
658
Sheaff Brock Investment Advisors
Indiana
$1.24M -$16.3K -184 -1%
DAC
659
Dividend Assets Capital
South Carolina
$1.23M – – –
PWM
660
Palumbo Wealth Management
New York
$1.22M +$33.8K +381 +3%
NWA
661
New World Advisors
Massachusetts
$1.22M +$1.12M +12,592 New
CCMD
662
Cypress Capital Management (Delaware)
Delaware
$1.22M +$5.86K +66 +0.5%
QI
663
Qtron Investments
Massachusetts
$1.22M +$210K +2,370 +23%
AIC
664
Ameritas Investment Company
Nebraska
$1.21M -$1.26M -14,211 -68%
MW
665
Marcum Wealth
Ohio
$1.21M -$26.2K -295 -2%
GWCM
666
Godshalk Welsh Capital Management
Pennsylvania
$1.21M -$8.88K -100 -0.9%
WP
667
Wedgewood Partners
Missouri
$1.21M – – –
AWA
668
Acorn Wealth Advisors
Michigan
$1.21M -$56.5K -636 -5%
SFP
669
Sandbox Financial Partners
Maryland
$1.2M +$150K +1,694 +16%
SF
670
Synovus Financial
Georgia
$1.2M +$113K +1,277 +12%
CCM
671
Chickasaw Capital Management
Tennessee
$1.2M +$185K +2,085 +20%
DWA
672
Douglass Winthrop Advisors
New York
$1.19M – – –
YWP
673
YorkBridge Wealth Partners
New York
$1.18M -$185K -2,080 -15%
MSA
674
Marino Stram & Associates
Massachusetts
$1.18M +$1.08M +12,160 New
VCA
675
Verdence Capital Advisors
Maryland
$1.18M -$1.78K -20 -0.2%
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