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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HIC
301
Holderness Investments Company
North Carolina
$991K +$88.6K +2,680 +9%
UR
302
USCA RIA
Texas
$987K +$287K +8,690 +36%
Rockefeller Capital Management
303
Rockefeller Capital Management
New York
$963K +$1.06M +32,003 +10,668%
BAM
304
Berkshire Asset Management
Pennsylvania
$961K
OIA
305
Optimum Investment Advisors
Illinois
$951K -$120K -3,620 -10%
HFS
306
HL Financial Services
Kentucky
$949K +$89.8K +2,716 +9%
CP
307
Camelot Portfolios
Ohio
$942K +$1.26K +38 +0.1%
AIC
308
Ameritas Investment Company
Nebraska
$922K +$1.02M +30,929 New
SAS
309
Stelac Advisory Services
New York
$913K
Fifth Third Bancorp
310
Fifth Third Bancorp
Ohio
$907K -$22.7K -686 -2%
AIM
311
Axiom Investment Management
New York
$901K +$999K +30,210 New
First Manhattan
312
First Manhattan
New York
$890K +$337K +10,200 +52%
MWP
313
MYCIO Wealth Partners
Pennsylvania
$880K -$68.2K -2,064 -7%
BWM
314
BigSur Wealth Management
Florida
$875K
SOAMC
315
Spirit of America Management Corp
New York
$875K
SSB
316
Sandy Spring Bank
Maryland
$875K +$235K +7,123 +32%
ACP
317
Aviance Capital Partners
Florida
$867K -$200K -6,051 -17%
PCM
318
Parsons Capital Management
Rhode Island
$858K -$9.92K -300 -1%
AW
319
ACG Wealth
Georgia
$842K -$29.9K -906 -3%
VF
320
Vilas Fund
Illinois
$835K +$925K +28,000 New
AFM
321
Abbot Financial Management
Massachusetts
$817K
SWM
322
SeaCrest Wealth Management
New York
$813K -$48.1K -1,455 -5%
KF
323
Krilogy Financial
Missouri
$810K +$862K +26,080 +2,354%
EFS
324
Essex Financial Services
Connecticut
$802K -$189K -5,708 -18%
HCM
325
Hodges Capital Management
Texas
$799K +$179K +5,426 +25%