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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AFP
801
Ausdal Financial Partners
Iowa
$2.41M -$183K -1,332 -8%
PTC
802
Private Trust Company
Ohio
$2.4M +$424K +3,084 +24%
CAU
803
Caxton Associates (UK)
$2.39M +$2.2M +15,988 New
GA
804
GoalVest Advisory
New York
$2.39M -$83K -604 -4%
OPW
805
Osprey Private Wealth
New York
$2.39M +$65.3K +475 +3%
OIA
806
OneDigital Investment Advisors
Kansas
$2.39M -$157K -1,140 -7%
MWM
807
Marion Wealth Management
Pennsylvania
$2.38M +$62.4K +454 +3%
SOAMC
808
Spirit of America Management Corp
New York
$2.36M +$206K +1,500 +10%
SFS
809
Stiles Financial Services
Minnesota
$2.36M +$222K +1,615 +11%
GAM
810
Grandview Asset Management
Pennsylvania
$2.35M +$75.7K +551 +4%
CNC
811
Citizens & Northern Corp
Pennsylvania
$2.33M +$344K +2,502 +19%
SS
812
Sunbelt Securities
Texas
$2.33M -$144K -1,050 -7%
RPC
813
Rossmore Private Capital
Connecticut
$2.32M -$12.5K -91 -0.6%
AWG
814
Altus Wealth Group
Colorado
$2.31M -$84.5K -615 -4%
HBT
815
Hills Bank & Trust
Iowa
$2.3M +$92.3K +672 +5%
EGM
816
Engineers Gate Manager
New York
$2.28M -$833K -6,060 -28%
TFG
817
Taylor Financial Group
Virginia
$2.28M +$16.5K +120 +0.8%
SIA
818
Sit Investment Associates
Minnesota
$2.26M – – –
PP
819
Prudential plc
United Kingdom
$2.25M +$338K +2,460 +20%
AWE
820
Avidian Wealth Enterprises
Texas
$2.25M -$9.48K -69 -0.5%
KA
821
Klingman & Associates
New York
$2.25M -$17.9K -130 -0.9%
WWM
822
Western Wealth Management
Colorado
$2.24M +$42K +306 +2%
HIA
823
Harvest Investment Advisors
Florida
$2.23M +$14.4K +105 +0.7%
PM
824
Penbrook Management
New York
$2.23M -$82.4K -600 -4%
WF
825
Welch & Forbes
Massachusetts
$2.22M -$6.59K -48 -0.3%
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