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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FMBTD
351
First Midwest Bank Trust Division
Illinois
$555K +$268K +8,901 +91%
BWM
352
BigSur Wealth Management
Florida
$554K +$556K +18,482 New
VWM
353
Valley Wealth Managers
New Jersey
$545K -$79.7K -2,650 -13%
GHAM
354
Gilman Hill Asset Management
Connecticut
$541K +$220K +7,325 +67%
MAA
355
Mraz Amerine & Associates
California
$540K -$25.6K -850 -5%
ANRIA
356
American National Registered Investment Advisor
Texas
$535K – – –
HFA
357
High Falls Advisors
New York
$531K – – –
PCM
358
Penserra Capital Management
California
$519K +$220K +7,327 +72%
BKA
359
Brick & Kyle Associates
Pennsylvania
$517K -$39.8K -1,323 -7%
PAS
360
Partnervest Advisory Services
California
$507K +$514K +17,085 New
BA
361
Birinyi Associates
Connecticut
$504K -$30.1K -1,000 -6%
GA
362
Greytown Advisors
Florida
$497K +$24.7K +820 +5%
PCM
363
Perkins Capital Management
Minnesota
$480K +$486K +16,150 New
AW
364
ACG Wealth
Georgia
$477K -$5.44K -181 -1%
HPC
365
HM Payson & Co
Maine
$470K +$79.7K +2,650 +20%
GEM
366
Global Endowment Management
North Carolina
$463K – – –
MNBTD
367
Moody National Bank Trust Division
Texas
$455K – – –
HEIP
368
Hudson Edge Investment Partners
New Jersey
$450K +$87.2K +2,900 +24%
SBIA
369
Sheaff Brock Investment Advisors
Indiana
$449K -$195K -6,488 -30%
IWM
370
IHT Wealth Management
Illinois
$449K +$459K +15,244 New
FHC
371
First Heartland Consultants
Missouri
$446K – – –
CP
372
Camelot Portfolios
Ohio
$440K -$60 -2 -0%
NFG
373
Next Financial Group
Texas
$432K +$126K +4,173 +42%
TNBTD
374
Trustmark National Bank Trust Department
Mississippi
$431K +$15K +500 +4%
TAM
375
Tocqueville Asset Management
New York
$426K +$57.1K +1,900 +15%
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15
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