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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
NSIM
376
North Star Investment Management
Illinois
$267K +$12.7K +407 +5%
GIA
377
GHP Investment Advisors
Colorado
$266K +$407 +13 +0.2%
ACM
378
Apex Capital Management
Ohio
$260K -$3.19K -102 -1%
DWT
379
Dorsey & Whitney Trust
South Dakota
$257K -$116K -3,714 -32%
LCP
380
Legacy Capital Partners
Wisconsin
$247K +$232K +7,423 New
GT
381
Glenview Trust
Kentucky
$247K +$233K +7,442 New
JIC
382
Joel Isaacson & Co
New York
$239K -$9.57K -306 -4%
GAM
383
Guinness Asset Management
United Kingdom
$238K – – –
RIM
384
Regent Investment Management
Kentucky
$237K -$16K -510 -7%
ID
385
Integral Derivatives
New York
$234K -$957K -30,570 -81%
NL
386
NWAM LLC
Washington
$233K -$7.85K -251 -3%
BWP
387
Baldwin Wealth Partners
Massachusetts
$233K – – –
KPF
388
K2 Principal Fund
Ontario, Canada
$230K +$217K +6,929 New
WT
389
Whittier Trust
California
$228K – – –
WKWM
390
Walter & Keenan Wealth Management
Indiana
$227K – – –
JWM
391
Jacobus Wealth Management
Wisconsin
$227K +$27.3K +872 +15%
ACM
392
Aviance Capital Management
Florida
$226K -$86K -2,748 -29%
BKA
393
Brick & Kyle Associates
Pennsylvania
$224K +$211K +6,746 New
WF
394
Welch & Forbes
Massachusetts
$222K +$209K +6,671 New
AAS
395
Annex Advisory Services
Wisconsin
$219K +$206K +6,593 New
SW
396
SVB Wealth
Massachusetts
$219K +$206K +6,598 New
FNBSF
397
First National Bank Sioux Falls
South Dakota
$213K +$147K +4,690 +271%
FTIOP
398
Fiduciary Trust International of Pennsylvania
Pennsylvania
$211K -$19.1K -611 -9%
WSTAM
399
Wilbanks Smith & Thomas Asset Management
Virginia
$211K +$199K +6,362 New
SFFS
400
Stonehage Fleming Financial Services
Jersey
$210K +$198K +6,318 New
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16
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