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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WHI
351
William Harris Investors
Illinois
$255K
CPS
352
Counsel Portfolio Services
Ontario, Canada
$252K
IPC
353
Independent Portfolio Consultants
Florida
$251K +$27.5K +845 +12%
GIA
354
GHP Investment Advisors
Colorado
$247K +$488 +15 +0.2%
ACM
355
Apex Capital Management
Ohio
$245K -$15.6K -479 -6%
PFA
356
Paradigm Financial Advisors
Missouri
$245K +$259K +7,959 New
NFG
357
Next Financial Group
Texas
$242K -$12.3K -378 -5%
PFPT
358
Pinnacle Financial Partners (Tennessee)
Tennessee
$240K +$253K +7,780 New
Geode Capital Management
359
Geode Capital Management
Massachusetts
$239K +$252K +7,753 New
NSIM
360
North Star Investment Management
Illinois
$236K
RIM
361
Regent Investment Management
Kentucky
$236K +$41.5K +1,274 +20%
JIC
362
Joel Isaacson & Co
New York
$232K -$25.7K -790 -10%
BWP
363
Baldwin Wealth Partners
Massachusetts
$231K
Northwestern Mutual Wealth Management
364
Northwestern Mutual Wealth Management
Wisconsin
$226K +$229K +7,049 +2,182%
NL
365
NWAM LLC
Washington
$225K +$6.9K +212 +3%
GAM
366
Guinness Asset Management
United Kingdom
$222K +$23.2K +714 +11%
SI
367
SII Investments
Wisconsin
$217K +$14.9K +459 +7%
SIC
368
Shoker Investment Counsel
Ohio
$217K +$229K +7,035 New
FTIOP
369
Fiduciary Trust International of Pennsylvania
Pennsylvania
$216K +$227K +6,980 New
WT
370
Whittier Trust
California
$212K
WKWM
371
Walter & Keenan Wealth Management
Indiana
$211K
BF
372
BOK Financial
Oklahoma
$207K +$218K +6,695 New
TD Asset Management
373
TD Asset Management
Ontario, Canada
$201K +$211K +6,496 New
RFS
374
Rockefeller Financial Services
New York
$189K -$8.88K -273 -4%
JWM
375
Jacobus Wealth Management
Wisconsin
$184K +$21.1K +647 +12%