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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
326
Canyon Capital Advisors
Texas
$353K +$331K +10,745 New
ICOA
327
Investment Centers of America
North Dakota
$351K -$108K -3,505 -25%
MHC
328
Meyer Handelman Company
New York
$351K +$107K +3,465 +48%
BKBG
329
BHF Kleinwort Benson Group
Belgium
$349K – – –
BIM
330
Baldwin Investment Management
Pennsylvania
$346K – – –
EFS
331
Essex Financial Services
Connecticut
$345K +$53.5K +1,735 +20%
RJT
332
Raymond James Trust
Florida
$336K +$82K +2,657 +35%
KT
333
Kanaly Trust
Texas
$334K – – –
KJHP
334
K.J. Harrison & Partners
Ontario, Canada
$334K – – –
NSAM
335
North Star Asset Management
Wisconsin
$334K – – –
FANJ
336
Financial Architects (New Jersey)
New Jersey
$324K +$6.32K +205 +2%
LBC
337
Lowe Brockenbrough & Co
Virginia
$320K – – –
BP
338
Banyan Partners
Florida
$308K -$99K -3,210 -25%
CCM
339
Chickasaw Capital Management
Tennessee
$301K – – –
HH
340
HWG Holdings
Texas
$300K +$1.7K +55 +0.6%
AT
341
Arden Trust
Delaware
$296K +$36.2K +1,173 +15%
GLRA
342
Gerald L. Ray & Associates
Texas
$293K – – –
GGPS
343
Gary Goldberg Planning Services
New York
$288K – – –
BAM
344
Burnham Asset Management
New York
$284K – – –
ACM
345
Apex Capital Management
Ohio
$276K -$14.1K -458 -5%
JIC
346
Joel Isaacson & Co
New York
$272K -$7.8K -253 -3%
WHI
347
William Harris Investors
Illinois
$271K – – –
CPS
348
Counsel Portfolio Services
Ontario, Canada
$268K -$94.3K -3,057 -27%
LWM
349
LBA Wealth Management
Florida
$268K -$45.6K -1,478 -15%
NFG
350
Next Financial Group
Texas
$266K +$254K +8,226 New
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