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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GP
801
Girard Partners
Pennsylvania
$945K +$1.09M +11,292 New
CRWM
802
Castle Rock Wealth Management
California
$941K +$19.6K +202 +2%
CNC
803
Citizens & Northern Corp
Pennsylvania
$941K +$121K +1,247 +12%
GWM
804
Geneos Wealth Management
Colorado
$935K -$252K -2,599 -19%
PCM
805
Poehling Capital Management
Wisconsin
$928K -$1.24M -12,753 -53%
CCM
806
Chickasaw Capital Management
Tennessee
$926K – – –
LWAC
807
Laurel Wealth Advisors (California)
California
$923K -$149K -1,536 -12%
AWP
808
Accretive Wealth Partners
New Jersey
$923K +$1.07M +11,025 New
AAM
809
AR Asset Management
California
$921K – – –
RIA
810
Realta Investment Advisors
Delaware
$920K +$56.7K +585 +6%
GWCM
811
Godshalk Welsh Capital Management
Pennsylvania
$917K +$12.1K +125 +1%
ATPW
812
Ashton Thomas Private Wealth
Arizona
$915K +$165K +1,701 +18%
VCA
813
Verdence Capital Advisors
Maryland
$911K -$37.1K -383 -3%
SLAM
814
Swiss Life Asset Management
$906K +$226K +2,335 +27%
CFG
815
Cooper Financial Group
California
$906K -$381K -3,936 -27%
TMAM
816
Tokio Marine Asset Management
Japan
$902K +$87K +898 +9%
CIC
817
Cornercap Investment Counsel
Georgia
$894K -$41.4K -427 -4%
PJSIMP
818
P.J. Schmidt Investment Management (PJS)
Wisconsin
$891K -$48.4K -500 -5%
WF
819
Welch & Forbes
Massachusetts
$884K +$23.7K +245 +2%
DFCM
820
Dark Forest Capital Management
Puerto Rico
$880K -$579K -5,979 -36%
SCP
821
Syntal Capital Partners
Texas
$880K +$11.8K +122 +1%
PCC
822
Park Circle Company
Maryland
$879K – – –
DWA
823
Douglass Winthrop Advisors
New York
$871K -$2.9K -30 -0.3%
FIA
824
Foundations Investment Advisors
Arizona
$869K +$245K +2,525 +32%
CSPIA
825
Cary Street Partners Investment Advisory
Virginia
$863K -$9.78K -101 -1%
31 32
33
34 35