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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Creative Planning
251
Creative Planning
Kansas
$1.01M +$353K +10,842 +50%
EA
252
Emerald Advisers
Pennsylvania
$1.01M -$1.03M -31,781 -49%
NES
253
New England Securities
New York
$1M +$534K +16,403 +102%
LA
254
Lau Associates
Delaware
$988K +$166K +5,095 +19%
SRCM
255
Swift Run Capital Management
Virginia
$944K
SAM
256
Silvercrest Asset Management
New York
$938K -$16.6K -510 -2%
PMG
257
ProVise Management Group
Florida
$900K +$59.7K +1,834 +7%
MCM
258
McKinley Capital Management
Alaska
$894K +$315K +9,690 +50%
FMB
259
Field & Main Bank
Kentucky
$882K +$19.9K +612 +2%
DD
260
Dominick & Dominick
New York
$874K +$25.5K +783 +3%
UR
261
USCA RIA
Texas
$850K +$186K +5,725 +26%
PAG
262
Private Advisor Group
New Jersey
$847K +$420K +12,911 +89%
TIC
263
Trees Investment Counsel
Illinois
$845K
CAM
264
CG Asset Management
New York
$833K +$877K +26,953 New
CAL
265
Capital Analysts LLC
Pennsylvania
$819K +$17.7K +545 +2%
WA
266
WESPAC Advisors
California
$808K +$408K +12,535 +92%
HCM
267
Highlander Capital Management
New Jersey
$804K
CIBC Private Wealth Group
268
CIBC Private Wealth Group
Georgia
$800K -$136K -4,178 -14%
GT
269
Glenmede Trust
Pennsylvania
$783K +$118K +3,612 +17%
VFS
270
VSR Financial Services
Kansas
$760K +$295K +9,075 +58%
AR
271
Advisory Research
Illinois
$750K +$246K +7,551 +45%
RG
272
Rathbones Group
United Kingdom
$734K -$272K -8,346 -26%
WS
273
Wedbush Securities
California
$708K +$106K +3,261 +17%
DADC
274
D.A. Davidson & Co
Montana
$692K -$358 -11 -0%
PM
275
Penbrook Management
New York
$680K