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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
ICOA
276
Investment Centers of America
North Dakota
$766K -$194K -7,470 -21%
PCP
277
Proficio Capital Partners
Massachusetts
$750K – – –
CWM
278
Concert Wealth Management
California
$749K -$407K -15,682 -36%
HFS
279
HL Financial Services
Kentucky
$731K -$6.57K -253 -0.9%
SBH
280
Segall Bryant & Hamill
Illinois
$708K – – –
BRWA
281
B. Riley Wealth Advisors
Florida
$702K -$98.7K -3,803 -13%
BAM
282
Berkshire Asset Management
Pennsylvania
$698K -$4.67K -180 -0.7%
GT
283
Glenmede Trust
Pennsylvania
$680K – – –
UR
284
USCA RIA
Texas
$679K -$332K -12,776 -34%
GPC
285
Glacier Peak Capital
Washington
$678K +$651K +25,100 New
NFC
286
Northeast Financial Consultants
Connecticut
$669K -$23.8K -917 -4%
SAS
287
Stelac Advisory Services
New York
$665K -$905K -34,880 -59%
MWP
288
MYCIO Wealth Partners
Pennsylvania
$660K -$285K -11,000 -31%
MMA
289
Miracle Mile Advisors
California
$642K -$240K -9,257 -28%
NRS
290
Neville Rodie & Shaw
New York
$640K -$99.3K -3,826 -14%
IP
291
Intellectus Partners
California
$639K +$614K +23,658 New
HIC
292
Holderness Investments Company
North Carolina
$637K +$41.9K +1,616 +7%
SIM
293
Sonora Investment Management
Arizona
$634K -$5.32K -205 -0.9%
MA
294
MUFG Americas
New York
$634K +$341K +13,151 +128%
PFPT
295
Pinnacle Financial Partners (Tennessee)
Tennessee
$618K +$594K +22,875 New
PWM
296
Perigon Wealth Management
California
$617K -$271K -10,461 -33%
CG
297
Caprock Group
Idaho
$614K +$189K +7,300 +47%
WIM
298
Westside Investment Management
California
$606K +$521K +20,065 New
PHS
299
Pekin Hardy Strauss
Illinois
$603K -$70.9K -2,731 -11%
BP
300
BBR Partners
New York
$600K +$7.24K +279 +1%
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