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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
826
Klingman & Associates
New York
$2.26M -$7.32K -42 -0.3%
MPPW
827
Mitchell & Pahl Private Wealth
Oklahoma
$2.25M -$141K -810 -6%
DCM
828
Dimension Capital Management
Florida
$2.25M – – –
FCM
829
Fieldview Capital Management
Michigan
$2.25M +$2.27M +13,055 New
LMKC
830
L.M. Kohn & Company
Ohio
$2.24M -$45.3K -260 -2%
HNB
831
Hilltop National Bank
Wyoming
$2.24M +$81.9K +470 +4%
WF
832
Welch & Forbes
Massachusetts
$2.24M +$136K +780 +6%
AAM
833
Augustine Asset Management
Florida
$2.23M +$1.29M +7,418 +134%
BOPW
834
Brandywine Oak Private Wealth
Pennsylvania
$2.23M +$174 +1 +0%
LWM
835
Lodestone Wealth Management
Washington
$2.22M +$5.4K +31 +0.2%
HC
836
Hurley Capital
New York
$2.22M +$2.19M +12,595 New
EDRH
837
Edmond de Rothschild Holding
Switzerland
$2.21M -$69.7K -400 -3%
CNC
838
Citizens & Northern Corp
Pennsylvania
$2.21M +$58.9K +338 +3%
LA
839
LBP AM
France
$2.19M +$2.21M +12,708 New
AF
840
Advisornet Financial
Minnesota
$2.19M +$810K +4,648 +58%
ACM
841
Aljian Capital Management
Nevada
$2.19M -$8.02K -46 -0.4%
SMC
842
Smith, Moore & Co
Missouri
$2.18M -$97.6K -560 -4%
MWM
843
Modern Wealth Management
Kansas
$2.18M +$20.2K +116 +0.9%
PCG
844
Prosperity Consulting Group
Maryland
$2.17M +$206K +1,183 +10%
BMCM
845
Bryn Mawr Capital Management
Pennsylvania
$2.17M – – –
HCM
846
Hollencrest Capital Management
California
$2.17M +$100K +576 +5%
PA
847
Procyon Advisors
Connecticut
$2.16M -$25.4K -146 -1%
FUBT
848
First United Bank & Trust
Maryland
$2.16M -$31K -178 -1%
CP
849
Cumberland Partners
Ontario, Canada
$2.16M +$436K +2,500 +25%
HI
850
Horizon Investments
North Carolina
$2.15M +$41.1K +236 +2%
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