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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MHC
376
Meyer Handelman Company
New York
$408K – – –
HIC
377
Holderness Investments Company
North Carolina
$408K +$25.8K +713 +7%
WT
378
Whittier Trust
California
$406K +$136K +3,770 +55%
LW
379
Linscomb Wealth
Texas
$402K +$18.7K +516 +5%
BAM
380
Burnham Asset Management
New York
$401K – – –
AIM
381
Assured Investment Management
New York
$400K +$379K +10,475 New
JIC
382
Joel Isaacson & Co
New York
$395K +$114K +3,144 +44%
DWT
383
Dorsey & Whitney Trust
South Dakota
$394K +$94.5K +2,615 +34%
AW
384
ACG Wealth
Georgia
$390K -$2.48M -68,659 -87%
AAM
385
Aureus Asset Management
Massachusetts
$390K -$394K -10,903 -52%
DLHL
386
Donald L. Hagan LLC
Florida
$389K – – –
NSAM
387
North Star Asset Management
Wisconsin
$389K – – –
PAI
388
Pittenger & Anderson Inc
Nebraska
$382K +$37.8K +1,045 +12%
LBC
389
Lowe Brockenbrough & Co
Virginia
$373K – – –
FANJ
390
Financial Architects (New Jersey)
New Jersey
$369K – – –
AAS
391
Annex Advisory Services
Wisconsin
$369K +$111K +3,068 +47%
CCM
392
Chickasaw Capital Management
Tennessee
$350K – – –
BOS
393
Bank of Stockton
California
$347K +$329K +9,089 New
CWM
394
Concert Wealth Management
California
$346K +$258K +7,137 +38%
SIC
395
Shoker Investment Counsel
Ohio
$344K +$361 +10 +0.1%
LWM
396
LBA Wealth Management
Florida
$343K +$18.4K +509 +6%
HPC
397
HM Payson & Co
Maine
$338K +$7.34K +203 +2%
BAM
398
Bruderman Asset Management
New York
$335K +$317K +8,779 New
RMCM
399
Reynders McVeigh Capital Management
Massachusetts
$334K +$317K +8,763 New
ALA
400
Atherton Lane Advisers
California
$323K -$76.4K -2,114 -20%
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