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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CNC
801
Citizens & Northern Corp
Pennsylvania
$2.67M -$857 -5 -0%
UBP
802
Union Bancaire Privee
Switzerland
$2.66M +$433K +2,528 +31%
CCM
803
Coldstream Capital Management
Washington
$2.66M +$421K +2,460 +19%
IIM
804
INTECH Investment Management
Florida
$2.66M +$751K +4,382 +39%
HBT
805
Hills Bank & Trust
Iowa
$2.65M +$18K +105 +0.7%
FFA
806
Fragasso Financial Advisors
Pennsylvania
$2.64M +$1.83M +10,709 +216%
HIA
807
Harvest Investment Advisors
Florida
$2.63M +$77.8K +454 +3%
FPAS
808
Focus Partners Advisor Solutions
Missouri
$2.63M +$2.86M +16,681 +1,229%
TFG
809
Taylor Financial Group
Virginia
$2.6M – – –
AWE
810
Avidian Wealth Enterprises
Texas
$2.59M +$17.8K +104 +0.7%
NSB
811
Norway Savings Bank
Maine
$2.59M +$59.6K +348 +2%
FFG
812
Fortem Financial Group
California
$2.59M +$192K +1,121 +8%
SAI
813
Savvy Advisors Inc
New York
$2.59M +$488K +2,849 +23%
KA
814
Klingman & Associates
New York
$2.58M +$11.5K +67 +0.4%
SIA
815
Sit Investment Associates
Minnesota
$2.58M – – –
CCT
816
Capital City Trust
Florida
$2.58M -$379K -2,213 -13%
PP
817
Prudential plc
United Kingdom
$2.57M – – –
CPCPP
818
Canada Post Corporation Pension Plan
Canada
$2.57M +$430K +2,510 +21%
EWM
819
Elevatus Welath Management
New York
$2.56M +$2.57M +14,976 New
HAG
820
HighPoint Advisor Group
Illinois
$2.55M -$264K -1,540 -9%
MA
821
Mutual Advisors
Nebraska
$2.55M +$43.7K +255 +2%
CAM
822
Covenant Asset Management
New Jersey
$2.54M +$26.2K +153 +1%
TFS
823
Thoroughbred Financial Services
Tennessee
$2.54M +$219K +1,277 +9%
WF
824
Welch & Forbes
Massachusetts
$2.53M – – –
PM
825
Penbrook Management
New York
$2.53M -$17.1K -100 -0.7%
31 32
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