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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LBC
276
Lowe Brockenbrough & Co
Virginia
$238K +$217K +9,764 New
FANJ
277
Financial Architects (New Jersey)
New Jersey
$237K -$11.3K -509 -5%
PAI
278
Pittenger & Anderson Inc
Nebraska
$237K +$216K +9,686 New
PFS
279
Prospera Financial Services
Texas
$230K +$209K +9,400 New
CCM
280
Chickasaw Capital Management
Tennessee
$224K +$204K +9,171 New
WC
281
Whitney & Co
New York
$224K +$204K +9,171 New
GLRA
282
Gerald L. Ray & Associates
Texas
$220K +$201K +9,018 New
RFC
283
Regions Financial Corp
Alabama
$219K +$199K +8,957 New
BAM
284
Burnham Asset Management
New York
$212K +$193K +8,662 New
GGPS
285
Gary Goldberg Planning Services
New York
$207K +$114K +5,110 +152%
JIC
286
Joel Isaacson & Co
New York
$205K +$46.8K +2,101 +33%
SFSIG
287
San Francisco Sentry Investment Group
California
$200K
BA
288
Birinyi Associates
Connecticut
$199K +$181K +8,152 New
FFC
289
First Financial Corp
Indiana
$153K -$334K -14,998 -70%
US Bancorp
290
US Bancorp
Minnesota
$142K +$11.3K +510 +10%
BKBG
291
BHF Kleinwort Benson Group
Belgium
$133K +$121K +5,452 New
PAS
292
Partnervest Advisory Services
California
$128K +$111K +4,993 +1,997%
SOAMC
293
Spirit of America Management Corp
New York
$124K
CFA
294
Carroll Financial Associates
North Carolina
$109K
DADC
295
D.A. Davidson & Co
Montana
$97K
CGT
296
Capital Guardian Trust
California
$77K +$70K +3,144 New
GCM
297
Grisanti Capital Management
New York
$69K
ST
298
Smithfield Trust
Pennsylvania
$67K -$12.6K -565 -17%
MA
299
MUFG Americas
New York
$65K
FMT
300
First Mercantile Trust
Tennessee
$63K +$2.67K +120 +5%