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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
276
Chesley Taft & Associates
Illinois
$1.28M +$30K +900 +3%
GSWM
277
Golden State Wealth Management
California
$1.28M +$1.22M +36,583 New
GPC
278
Glacier Peak Capital
Washington
$1.27M -$2.1M -63,000 -63%
GT
279
Glenmede Trust
Pennsylvania
$1.26M -$6.67K -200 -0.6%
JG
280
Jefferies Group
New York
$1.24M +$1.19M +35,546 New
PGFC
281
Peapack-Gladstone Financial Corp
New Jersey
$1.24M -$322K -9,664 -21%
UR
282
USCA RIA
Texas
$1.22M +$63.5K +1,904 +6%
RG
283
Rathbones Group
United Kingdom
$1.19M -$138K -4,140 -11%
MHC
284
Meyer Handelman Company
New York
$1.19M +$918K +27,500 +344%
ZCA
285
Zeke Capital Advisors
Pennsylvania
$1.18M +$1.74K +52 +0.2%
HIC
286
Holderness Investments Company
North Carolina
$1.18M +$16.4K +491 +1%
MAM
287
Mark Asset Management
New York
$1.18M -$217K -6,514 -40%
WIA
288
Wealthstreet Investment Advisors
Texas
$1.18M -$23.7K -709 -2%
ACP
289
Ashfield Capital Partners
California
$1.17M -$5.44K -163 -0.5%
SIAP
290
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$1.16M -$48.3K -1,448 -4%
SSB
291
Sandy Spring Bank
Maryland
$1.15M +$121K +3,635 +12%
MIAN
292
Mariner Independent Advisor Network
Kansas
$1.15M -$1.03M -30,927 -49%
BAM
293
Berkshire Asset Management
Pennsylvania
$1.13M – – –
VF
294
Vilas Fund
Illinois
$1.12M +$133K +4,000 +14%
GHCM
295
Glen Harbor Capital Management
California
$1.12M +$561K +16,800 +111%
BAM
296
Belpointe Asset Management
Nevada
$1.11M +$322K +9,645 +43%
SFM
297
Signet Financial Management
New Jersey
$1.11M -$182K -5,453 -16%
PCM
298
Parsons Capital Management
Rhode Island
$1.08M +$75.1K +2,250 +8%
HCM
299
Hodges Capital Management
Texas
$1.07M +$131K +3,925 +15%
CP
300
Camelot Portfolios
Ohio
$1.06M -$38.9K -1,165 -4%
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