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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
UR
251
USCA RIA
Texas
$967K +$55K +2,085 +6%
BA
252
Birinyi Associates
Connecticut
$966K -$1.42M -53,950 -59%
WWM
253
Willingdon Wealth Management
North Carolina
$964K +$107K +4,045 +12%
JMH
254
J.M. Hartwell
New York
$959K -$2.64K -100 -0.3%
HPBT
255
High Point Bank & Trust
North Carolina
$957K
DIP
256
DT Investment Partners
Pennsylvania
$955K +$51.9K +1,967 +6%
WC
257
Whitney & Co
New York
$945K +$99.6K +3,775 +11%
WS
258
Wedbush Securities
California
$944K +$233K +8,840 +31%
LCS
259
Levin Capital Strategies
New York
$941K +$119K +4,515 +14%
ACP
260
Aviance Capital Partners
Florida
$938K -$257K -9,729 -21%
CCP
261
Corient Capital Partners
California
$928K +$960K +36,363 New
HCM
262
Highlander Capital Management
New Jersey
$927K -$5.28K -200 -0.5%
KIA
263
KCM Investment Advisors
California
$923K +$510K +19,315 +115%
ICOA
264
Investment Centers of America
North Dakota
$921K +$104K +3,943 +12%
MTB
265
Mizuho Trust & Banking
Japan
$920K +$253K +9,605 +36%
KeyBank National Association
266
KeyBank National Association
Ohio
$919K +$210K +7,942 +28%
MWP
267
MYCIO Wealth Partners
Pennsylvania
$904K -$132K -5,000 -12%
SEI Investments
268
SEI Investments
Pennsylvania
$904K +$688K +26,089 +281%
EGA
269
E&G Advisors
Texas
$899K -$172K -6,500 -16%
CB
270
Chemical Bank
Michigan
$893K +$63.3K +2,400 +7%
Fifth Third Bancorp
271
Fifth Third Bancorp
Ohio
$857K -$26.4K -1,000 -3%
SAM
272
Shamrock Asset Management
Texas
$856K +$840K +31,839 +1,873%
MMA
273
Miracle Mile Advisors
California
$843K +$871K +33,004 New
GW
274
GW & Wade
Massachusetts
$804K +$35.2K +1,333 +4%
PWM
275
Perigon Wealth Management
California
$798K +$170K +6,438 +26%