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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1226
Cypress Wealth Services
California
$317K +$1.3K +12 +0.3%
PWA
1227
Phoenix Wealth Advisors
North Carolina
$317K +$375K +3,475 New
BCM
1228
Boltwood Capital Management
California
$316K +$52.4K +485 +16%
GWM
1229
Gray Wealth Management
Maine
$315K +$108 +1 +0%
WT
1230
Washington Trust
Rhode Island
$315K +$10.8K +100 +3%
BFO
1231
Biltmore Family Office
North Carolina
$314K – – –
HI
1232
Harbour Investments
Wisconsin
$314K +$371K +3,439 New
AIM
1233
Aigen Investment Management
New York
$313K -$2.1M -19,429 -85%
IF
1234
IRON Financial
Illinois
$313K +$972 +9 +0.3%
TCM
1235
Triumph Capital Management
Colorado
$312K +$42K +389 +13%
C
1236
CEDRUS
Colorado
$312K +$10.3K +95 +3%
CC
1237
Courier Capital
New York
$310K +$81K +750 +28%
DU
1238
Delphia (USA)
Ontario, Canada
$310K +$367K +3,396 New
RFN
1239
Redwood Financial Network
Ohio
$308K +$2.27K +21 +0.6%
BC
1240
Bridgefront Capital
Texas
$307K +$364K +3,370 New
WSFS
1241
Wilmington Savings Fund Society
Delaware
$306K +$30.6K +283 +9%
MCM
1242
Monument Capital Management
Virginia
$306K +$105K +973 +41%
MA
1243
MJP Associates
Connecticut
$305K +$9.61K +89 +3%
MA
1244
MKT Advisors
California
$304K -$2.05K -19 -0.6%
GWMIA
1245
Global Wealth Management Investment Advisory
Florida
$303K +$36.9K +342 +11%
CCA
1246
Childress Capital Advisors
Texas
$303K +$53.4K +494 +17%
LNWWM
1247
Laird Norton Wetherby Wealth Management
California
$303K +$66.1K +612 +23%
HA
1248
Hofer & Associates
California
$302K – – –
AWM
1249
Act Wealth Management
Texas
$302K +$8.53K +79 +2%
SW
1250
SlateStone Wealth
Florida
$301K +$10.8K +100 +3%
48 49
50
51 52