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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FNYS
376
First New York Securities
New York
$167K +$157K +5,095 New
SOAMC
377
Spirit of America Management Corp
New York
$167K
CFA
378
Carroll Financial Associates
North Carolina
$167K +$15.7K +509 +11%
DSC
379
Duncker Streett & Co
Missouri
$150K +$110K +3,567 +350%
Lazard Asset Management
380
Lazard Asset Management
New York
$133K +$126K +4,076 New
CTC
381
Central Trust Company
Missouri
$127K
MSFP
382
Mark Sheptoff Financial Planning
Connecticut
$127K
MA
383
MUFG Americas
New York
$109K +$5.28K +171 +5%
CGT
384
Capital Guardian Trust
California
$103K
GCM
385
Grisanti Capital Management
New York
$92K
WEC
386
Winslow Evans & Crocker
Massachusetts
$86.1K +$31.4K +1,019 +63%
PAS
387
Partnervest Advisory Services
California
$78K +$9.19K +298 +14%
LFR
388
Lehman Financial Resources
Pennsylvania
$67K
QAM
389
QCI Asset Management
New York
$67K
ATC
390
Adirondack Trust Company
New York
$57K +$53.4K +1,732 New
DVM
391
Dreman Value Management
Florida
$52K -$524 -17 -1%
WA
392
WealthTrust-Arizona
Arizona
$50K -$9.41K -305 -17%
FMT
393
First Mercantile Trust
Tennessee
$50K
WTB
394
Washington Trust Bank
Washington
$47K
BRWM
395
B. Riley Wealth Management
Tennessee
$44K -$12.6K -407 -23%
WA
396
Waverly Advisors
Alabama
$44K +$463 +15 +1%
JFA
397
JNBA Financial Advisors
Minnesota
$37K +$31.4K +1,019 +999%
ST
398
SpiderRock Trading
Illinois
$35K
SFSIG
399
San Francisco Sentry Investment Group
California
$33K
Envestnet Asset Management
400
Envestnet Asset Management
Illinois
$33K +$17.6K +572 +133%