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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HVIA
801
Hudson Valley Investment Advisors
New York
$1.9M -$100K -723 -5%
BAM
802
Brave Asset Management
New Jersey
$1.9M – – –
RWP
803
RWA Wealth Partners
Massachusetts
$1.9M -$64.5K -465 -4%
CWC
804
Carolinas Wealth Consulting
North Carolina
$1.89M -$66.6K -480 -4%
XWM
805
Xcel Wealth Management
Florida
$1.88M – – –
AC
806
AlphaCore Capital
California
$1.88M +$26.2K +189 +2%
HI
807
Horizon Investments
North Carolina
$1.88M -$28.3K -204 -2%
SWM
808
Segment Wealth Management
Texas
$1.88M – – –
SFS
809
Sowell Financial Services
Arkansas
$1.88M -$220K -1,584 -11%
WW
810
Waterfront Wealth
Kansas
$1.87M – – –
WF
811
Welch & Forbes
Massachusetts
$1.87M +$24.7K +178 +1%
CGA
812
Crescent Grove Advisors
Illinois
$1.87M – – –
SWP
813
Strategic Wealth Partners
Ohio
$1.86M -$578K -4,164 -26%
SFP
814
Sandbox Financial Partners
Maryland
$1.85M +$31.8K +229 +2%
DWA
815
Douglass Winthrop Advisors
New York
$1.84M +$81.2K +585 +5%
TH
816
TCTC Holdings
Texas
$1.84M – – –
HCM
817
Hollencrest Capital Management
California
$1.84M +$2.77K +20 +0.2%
CIA
818
Capital Investment Advisors
Georgia
$1.83M -$23.2K -167 -1%
IUHSA
819
Itau Unibanco Holding S.A.
Brazil
$1.82M +$1.65M +11,865 New
CCM
820
Coldstream Capital Management
Washington
$1.82M +$667K +4,811 +76%
SOAMC
821
Spirit of America Management Corp
New York
$1.8M +$27.7K +200 +2%
PTC
822
Private Trust Company
Ohio
$1.8M -$14K -101 -0.9%
BP
823
Ballentine Partners
Massachusetts
$1.79M +$335K +2,413 +26%
HIP
824
HUB Investment Partners
Texas
$1.79M +$229K +1,649 +16%
CRWM
825
Castle Rock Wealth Management
California
$1.79M +$21.2K +153 +1%
31 32
33
34 35