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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
626
TCI Wealth Advisors
Arizona
$60K +$66.1K +2,000 New
TCOV
627
Trust Company of Vermont
Vermont
$58K +$992 +30 +2%
CWA
628
Clarus Wealth Advisors
Arizona
$57K -$219K -6,617 -78%
JFA
629
JNBA Financial Advisors
Minnesota
$57K +$56.2K +1,700 +850%
AWM
630
Aevitas Wealth Management
Massachusetts
$56K +$6.61K +200 +12%
ATC
631
Adirondack Trust Company
New York
$52K -$68.2K -2,064 -54%
MCM
632
Manchester Capital Management
Vermont
$52K – – –
WAP
633
Wealthcare Advisory Partners
Pennsylvania
$49K -$57.3K -1,733 -51%
CTC
634
Central Trust Company
Missouri
$45K – – –
MA
635
MCF Advisors
Kentucky
$45K – – –
SAM
636
Shamrock Asset Management
Texas
$41K – – –
CWM
637
Catamount Wealth Management
Connecticut
$38K – – –
BWA
638
Burt Wealth Advisors
Maryland
$34K – – –
PA
639
Perennial Advisors
New York
$33K +$297 +9 +0.8%
RFWA
640
RPg Family Wealth Advisory
Massachusetts
$32.5K +$36K +1,090 New
AWMS
641
Advocacy Wealth Management Services
Georgia
$30K – – –
WTB
642
Washington Trust Bank
Washington
$30K – – –
ESB
643
Essex Savings Bank
Connecticut
$30K +$33.1K +1,000 New
VRM
644
Vectors Research Management
New York
$30K +$33.1K +1,000 New
BWL
645
Bogart Wealth LLC
Virginia
$29K – – –
GTAM
646
Global Trust Asset Management
Florida
$29K – – –
SIA
647
SeaBridge Investment Advisors
New Jersey
$27K – – –
CAC
648
Certified Advisory Corp
Florida
$26K – – –
FMTCOCP
649
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$26K +$28.9K +875 New
AF
650
Arrow Financial
New York
$24K – – –
24 25
26
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