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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIA
801
Choate Investment Advisors
Massachusetts
$1.43M – – –
SAM
802
Secure Asset Management
Michigan
$1.43M +$75K +615 +6%
WKWM
803
Walter & Keenan Wealth Management
Indiana
$1.42M +$20.9K +171 +2%
IRF
804
IBM Retirement Fund
New York
$1.42M -$19K -156 -1%
LNC
805
Lincoln National Corp
Pennsylvania
$1.42M -$53.8K -441 -4%
DT
806
Diversified Trust
Tennessee
$1.41M -$165K -1,351 -11%
EPA
807
Element Pointe Advisors
Florida
$1.41M -$457K -3,743 -25%
CCM
808
Chickasaw Capital Management
Tennessee
$1.41M – – –
ECA
809
Elevated Capital Advisors
Utah
$1.41M +$1.35M +11,065 New
AAM
810
AR Asset Management
California
$1.4M – – –
YCM
811
Yousif Capital Management
Michigan
$1.39M +$126K +1,034 +10%
OIA
812
Optimum Investment Advisors
Illinois
$1.38M – – –
CA
813
Claro Advisors
Massachusetts
$1.38M – – –
GWCM
814
Godshalk Welsh Capital Management
Pennsylvania
$1.37M -$6.1K -50 -0.5%
BCM
815
Bayesian Capital Management
New York
$1.37M +$488K +4,000 +59%
BBHC
816
Brown Brothers Harriman & Co
New York
$1.36M +$31.5K +258 +2%
CFG
817
Cooper Financial Group
California
$1.36M +$298K +2,447 +30%
DWA
818
Douglass Winthrop Advisors
New York
$1.36M -$20.1K -165 -2%
AF
819
Advisornet Financial
Minnesota
$1.35M +$34.6K +284 +3%
CNC
820
Citizens & Northern Corp
Pennsylvania
$1.34M +$102K +835 +9%
CW
821
CreativeOne Wealth
Kansas
$1.34M -$1.52M -12,427 -54%
VLC
822
Van Leeuwen & Company
New Jersey
$1.34M +$1.29M +10,536 New
RCG
823
Resource Consulting Group
Florida
$1.33M – – –
PCC
824
Park Circle Company
Maryland
$1.33M – – –
QI
825
Qtron Investments
Massachusetts
$1.33M +$87K +713 +7%
31 32
33
34 35