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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRCM
301
Swift Run Capital Management
Virginia
$399K +$390K +12,228 New
DWT
302
Dorsey & Whitney Trust
South Dakota
$393K +$64.1K +2,008 +20%
CP
303
Camelot Portfolios
Ohio
$389K – – –
JWBC
304
J.W. Burns & Co
New York
$389K – – –
VFS
305
VSR Financial Services
Kansas
$389K +$30K +939 +9%
WA
306
WBH Advisory
Maryland
$387K +$1.75K +55 +0.5%
WSFS
307
Wilmington Savings Fund Society
Delaware
$387K +$21.1K +662 +6%
DFIM
308
Detwiler Fenton Investment Management
Massachusetts
$386K +$31.7K +994 +9%
PAG
309
Private Advisor Group
New Jersey
$379K +$370K +11,608 New
FFC
310
First Financial Corp
Indiana
$369K +$91.2K +2,858 +34%
CPS
311
Counsel Portfolio Services
Ontario, Canada
$366K – – –
ICOA
312
Investment Centers of America
North Dakota
$358K +$452K +14,168 New
BKBG
313
BHF Kleinwort Benson Group
Belgium
$347K +$166K +5,197 +95%
BIM
314
Baldwin Investment Management
Pennsylvania
$344K – – –
WC
315
Whitney & Co
New York
$339K +$32.5K +1,019 +11%
KT
316
Kanaly Trust
Texas
$333K – – –
NSAM
317
North Star Asset Management
Wisconsin
$332K – – –
KJHP
318
K.J. Harrison & Partners
Ontario, Canada
$331K – – –
PI
319
Placemark Investments
Illinois
$319K -$1.63M -50,957 -84%
LBC
320
Lowe Brockenbrough & Co
Virginia
$319K – – –
FANJ
321
Financial Architects (New Jersey)
New Jersey
$316K – – –
LWM
322
LBA Wealth Management
Florida
$315K – – –
FTIOP
323
Fiduciary Trust International of Pennsylvania
Pennsylvania
$308K +$11.4K +357 +4%
PSUF
324
People's United Financial
Connecticut
$303K -$132K -4,148 -31%
CCM
325
Chickasaw Capital Management
Tennessee
$299K – – –
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13
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