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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
XWM
1101
Xcel Wealth Management
Florida
$907K -$263K -2,188 -22%
EW
1102
Element Wealth
Mississippi
$903K +$22.1K +184 +2%
TWPM
1103
Total Wealth Planning & Management
Florida
$891K +$407K +3,387 +81%
TC
1104
Truvestments Capital
Florida
$891K -$236K -1,961 -21%
WA
1105
Wealth Alliance
New York
$891K +$297K +2,474 +49%
HTC
1106
Haverford Trust Company
Pennsylvania
$890K +$121K +1,010 +15%
IPAM
1107
Investment Partners Asset Management
New Jersey
$883K – – –
CIA
1108
Cladis Investment Advisory
Montana
$883K – – –
TW
1109
Tempo Wealth
Ohio
$878K -$42.1K -350 -4%
JWM
1110
Jeppson Wealth Management
California
$875K +$32.3K +269 +4%
MWM
1111
Mattern Wealth Management
Kansas
$875K +$628K +5,225 +236%
TTIC
1112
Tower Trust & Investment Company
Iowa
$875K -$93.6K -779 -9%
YP
1113
YANKCOM Partnership
South Dakota
$875K +$67.6K +563 +8%
SVWAG
1114
Sound View Wealth Advisors Group
Georgia
$873K -$73.8K -614 -8%
MCA
1115
MSH Capital Advisors
Arizona
$872K +$330K +2,744 +59%
NFG
1116
Northbridge Financial Group
Florida
$871K +$147K +1,222 +20%
BWFA
1117
Baltimore-Washington Financial Advisors
Maryland
$870K -$68.6K -571 -7%
WG
1118
Warner Group
Connecticut
$869K +$444K +3,694 +100%
AFP
1119
ATX Financial Planning
Texas
$869K -$841 -7 -0.1%
AF
1120
Advisornet Financial
Minnesota
$868K -$93.8K -781 -10%
DWT
1121
Dorsey & Whitney Trust
South Dakota
$867K +$137K +1,137 +18%
AP
1122
Anchyra Partners
Georgia
$866K +$7.33K +61 +0.8%
OCBCO
1123
Oversea-Chinese Banking Corp (OCBC)
Singapore
$865K +$450K +3,741 +100%
1CP
1124
17 Capital Partners
Arizona
$864K -$66.8K -556 -7%
GWMR
1125
GC Wealth Management RIA
Massachusetts
$864K -$6.13K -51 -0.7%
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