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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WB
226
Webster Bank
Connecticut
$1.23M -$187K -7,200 -14%
WP
227
Wedgewood Partners
Missouri
$1.23M +$90.2K +3,475 +8%
DADC
228
D.A. Davidson & Co
Montana
$1.2M +$54.2K +2,088 +5%
PGFC
229
Peapack-Gladstone Financial Corp
New Jersey
$1.19M -$299K -11,524 -21%
EFS
230
Essex Financial Services
Connecticut
$1.19M -$5.87K -226 -0.5%
JIC
231
Joel Isaacson & Co
New York
$1.18M +$1.89K +73 +0.2%
RG
232
Rathbones Group
United Kingdom
$1.16M -$441K -17,000 -28%
GI
233
GAMCO Investors
Connecticut
$1.16M – – –
FWM
234
Frontier Wealth Management
Missouri
$1.16M -$1.32M -50,800 -54%
ID
235
Integral Derivatives
New York
$1.11M -$14.2K -546 -1%
CLOS
236
Compagnie Lombard Odier SCmA
Switzerland
$1.11M – – –
GS
237
Girard Securities
California
$1.09M -$5.29K -204 -0.5%
SOAMC
238
Spirit of America Management Corp
New York
$1.09M – – –
WWM
239
Willingdon Wealth Management
North Carolina
$1.08M +$59.2K +2,281 +6%
AR
240
Advisory Research
Illinois
$1.08M -$27.8K -1,070 -3%
WC
241
Whitney & Co
New York
$1.07M +$70.3K +2,710 +7%
DIP
242
DT Investment Partners
Pennsylvania
$1.07M +$54.6K +2,103 +6%
IC
243
Iconiq Capital
California
$1.06M +$556K +21,425 +121%
CCP
244
Corient Capital Partners
California
$1.04M +$53K +2,041 +6%
HH
245
Hilltop Holdings
Texas
$1.03M – – –
JMH
246
J.M. Hartwell
New York
$1.03M +$17.5K +675 +2%
CB
247
Chemical Bank
Michigan
$1.03M +$83K +3,200 +9%
OIA
248
Optimum Investment Advisors
Illinois
$1.03M -$20.8K -800 -2%
WA
249
Wasatch Advisors
Utah
$1.02M -$15.1K -580 -2%
HPBT
250
High Point Bank & Trust
North Carolina
$1.01M – – –
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