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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
301
Arbor Wealth Management (Florida)
Florida
$770K -$579K -19,235 -43%
BAM
302
Berkshire Asset Management
Pennsylvania
$766K
BIM
303
Beach Investment Management
Pennsylvania
$763K +$772K +25,680 New
RC
304
Roundview Capital
New Jersey
$758K +$407K +13,525 +113%
CFA
305
Camarda Financial Advisors
Florida
$751K +$265K +8,801 +53%
FFEC
306
First Financial Equity Corporation
Arizona
$750K +$766K +25,475 New
Northwestern Mutual Wealth Management
307
Northwestern Mutual Wealth Management
Wisconsin
$746K +$160K +5,307 +27%
NFC
308
Northeast Financial Consultants
Connecticut
$735K
CG
309
Caprock Group
Idaho
$731K +$57.1K +1,900 +8%
MWP
310
MYCIO Wealth Partners
Pennsylvania
$725K
SPC
311
Sigma Planning Corp
Michigan
$706K +$121K +4,011 +20%
GA
312
GFS Advisors
Texas
$701K +$710K +23,590 New
GC
313
Guggenheim Capital
Illinois
$700K +$486K +16,169 +218%
RIA
314
RPG Investment Advisory
California
$697K +$90.1K +2,995 +15%
HIC
315
Holderness Investments Company
North Carolina
$696K -$4.15K -138 -0.6%
US Bancorp
316
US Bancorp
Minnesota
$677K +$78.6K +2,612 +13%
BNP Paribas Financial Markets
317
BNP Paribas Financial Markets
France
$670K -$3.19M -106,014 -82%
JFGLC
318
Johnson Financial Group LLC (Colorado)
Colorado
$670K +$678K +22,553 New
BP
319
BBR Partners
New York
$669K +$10.3K +341 +2%
SIAP
320
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$667K +$39.1K +1,300 +6%
WPW
321
Waldron Private Wealth
Pennsylvania
$661K +$670K +22,269 New
WS
322
Wedbush Securities
California
$655K -$210K -6,975 -24%
WKWM
323
Walter & Keenan Wealth Management
Indiana
$653K
JG
324
Jefferies Group
New York
$650K -$322K -10,690 -33%
ASN
325
Advisory Services Network
Georgia
$648K +$657K +21,830 New