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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CIBC Private Wealth Group
276
CIBC Private Wealth Group
Georgia
$794K -$113K -4,298 -12%
KWMG
277
King Wealth Management Group
Florida
$776K -$840K -31,831 -51%
SPC
278
Sigma Planning Corp
Michigan
$773K -$21.6K -817 -3%
SFM
279
Signet Financial Management
New Jersey
$766K +$128K +4,839 +19%
CCP
280
Clarkston Capital Partners
Michigan
$763K
BRWA
281
B. Riley Wealth Advisors
Florida
$761K +$89.3K +3,384 +13%
GCP
282
GSA Capital Partners
United Kingdom
$760K +$786K +29,777 New
MC
283
Martin Currie
United Kingdom
$738K
CCM
284
Canal Capital Management
Virginia
$738K +$263K +9,957 +53%
SAM
285
Silvercrest Asset Management
New York
$736K -$132K -5,000 -15%
CIP
286
Chartwell Investment Partners
Pennsylvania
$728K
NC
287
NewSquare Capital
Pennsylvania
$716K +$40K +1,514 +6%
PCP
288
Proficio Capital Partners
Massachusetts
$708K
NRS
289
Neville Rodie & Shaw
New York
$701K +$174K +6,600 +32%
HFS
290
HL Financial Services
Kentucky
$697K +$2.38K +90 +0.3%
GLRA
291
Gerald L. Ray & Associates
Texas
$691K -$52.8K -2,000 -7%
AL
292
Airain Ltd
Guernsey
$676K +$699K +26,492 New
SBH
293
Segall Bryant & Hamill
Illinois
$668K
BAM
294
Berkshire Asset Management
Pennsylvania
$663K -$435K -16,470 -39%
JG
295
Jefferies Group
New York
$660K +$682K +25,863 New
EVM
296
Eaton Vance Management
Massachusetts
$655K -$96.4K -3,652 -12%
NFC
297
Northeast Financial Consultants
Connecticut
$655K +$47.5K +1,800 +8%
GT
298
Glenmede Trust
Pennsylvania
$642K -$142K -5,400 -18%
PHS
299
Pekin Hardy Strauss
Illinois
$639K +$34.7K +1,316 +6%
ASN
300
Advisory Services Network
Georgia
$634K +$554 +21 +0.1%