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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
226
MYCIO Wealth Partners
Pennsylvania
$1.5M +$79.7K +2,548 +6%
RG
227
Rathbones Group
United Kingdom
$1.5M +$668K +21,356 +90%
KWMG
228
King Wealth Management Group
Florida
$1.48M +$1.4M +44,647 New
ACM
229
Argonaut Capital Management
New York
$1.45M -$319K -10,190 -19%
LCS
230
Levin Capital Strategies
New York
$1.42M -$252K -8,065 -16%
GCM
231
Gator Capital Management
Florida
$1.42M +$1.35M +43,053 New
MFS
232
MSI Financial Services
Massachusetts
$1.39M -$1.45M -46,281 -53%
NGA
233
Naples Global Advisors
Florida
$1.29M +$122K +3,898 +11%
PAG
234
Private Advisor Group
New Jersey
$1.28M +$352K +11,234 +41%
HPBT
235
High Point Bank & Trust
North Carolina
$1.27M
DP
236
Dearborn Partners
Illinois
$1.26M +$97.6K +3,119 +9%
V
237
Veritable
Delaware
$1.26M -$27.8K -887 -2%
WPP
238
Whalerock Point Partners
Rhode Island
$1.24M +$63.8K +2,038 +6%
CIBC Private Wealth Group
239
CIBC Private Wealth Group
Georgia
$1.24M +$357K +11,412 +44%
EI
240
Excelsia Inc
Georgia
$1.23M +$1.16M +37,162 New
BAM
241
Berkshire Asset Management
Pennsylvania
$1.23M +$1.16M +37,092 New
HIM
242
Hutchens Investment Management
New Hampshire
$1.23M +$1.16M +36,964 New
MFS
243
McNamara Financial Services
Massachusetts
$1.23M +$1.16M +36,964 New
REMPR
244
Roof Eidam Maycock Peralta (REMP)
California
$1.22M +$1.15M +36,740 New
JCM
245
Janney Capital Management
Pennsylvania
$1.19M +$19.1K +611 +2%
DDC
246
Daniel Devine & Co
Florida
$1.18M +$1.11M +35,410 New
WRM
247
Westport Resources Management
Connecticut
$1.17M -$66.9K -2,137 -6%
AL
248
Agran Libbie
California
$1.16M +$34.3K +1,096 +3%
CB
249
Chemical Bank
Michigan
$1.13M +$23.9K +764 +2%
Creative Planning
250
Creative Planning
Kansas
$1.13M +$42.7K +1,364 +4%