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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
351
Gerber Kawasaki Wealth & Investment Management
California
$697K +$51.9K +1,577 +8%
IH
352
IFC Holdings
Florida
$684K +$4.94K +150 +0.7%
CCA
353
Catalyst Capital Advisors
New York
$674K
KeyBank National Association
354
KeyBank National Association
Ohio
$672K
CCG
355
Cypress Capital Group
Florida
$667K -$42.8K -1,300 -6%
APCM
356
Arbiter Partners Capital Management
New York
$667K
CTI
357
Community Trust & Investment
Kentucky
$667K
LMIM
358
Lockheed Martin Investment Management
Maryland
$667K
VNA
359
Valley National Advisers
Pennsylvania
$657K +$17.9K +543 +3%
SSG
360
Summit Securities Group
New York
$654K +$645K +19,600 New
CAM
361
Chesapeake Asset Management
New York
$652K
KWMG
362
King Wealth Management Group
Florida
$650K +$165 +5 +0%
Envestnet Asset Management
363
Envestnet Asset Management
Illinois
$644K -$236K -7,172 -27%
PFA
364
Paradigm Financial Advisors
Missouri
$639K -$80.4K -2,444 -11%
HPC
365
HM Payson & Co
Maine
$639K -$23K -700 -4%
JCM
366
Janney Capital Management
Pennsylvania
$635K +$346K +10,500 +123%
IAMOG
367
Investors Asset Management of Georgia
Georgia
$632K +$75.7K +2,300 +14%
NVIM
368
New Vernon Investment Management
Illinois
$627K
WS
369
Wedbush Securities
California
$625K -$94.4K -2,869 -13%
AW
370
ACG Wealth
Georgia
$621K +$114K +3,449 +23%
BWM
371
BigSur Wealth Management
Florida
$617K
ACM
372
Alethea Capital Management
Washington
$598K
VC
373
Vicus Capital
Pennsylvania
$592K +$584K +17,748 New
PAS
374
Partnervest Advisory Services
California
$589K -$117K -3,542 -17%
BKA
375
Brick & Kyle Associates
Pennsylvania
$580K -$27.7K -843 -5%