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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SGCA
376
Steel Grove Capital Advisors
Tennessee
$638K -$160K -4,915 -20%
RG
377
Rikoon Group
New Mexico
$634K +$645K +19,800 New
RFC
378
Regions Financial Corp
Alabama
$629K -$104K -3,199 -14%
CAM
379
Chesapeake Asset Management
New York
$625K – – –
KWMG
380
King Wealth Management Group
Florida
$624K +$130 +4 +0%
IAMOG
381
Investors Asset Management of Georgia
Georgia
$624K +$17.9K +550 +3%
WS
382
Wedbush Securities
California
$624K +$24.4K +750 +4%
BWM
383
BigSur Wealth Management
Florida
$611K +$19.5K +600 +3%
VNA
384
Valley National Advisers
Pennsylvania
$608K -$22.9K -702 -4%
NVIM
385
New Vernon Investment Management
Illinois
$602K – – –
CG
386
Cutler Group
California
$588K +$384K +11,803 +179%
HPC
387
HM Payson & Co
Maine
$579K -$34.2K -1,050 -5%
VCAM
388
Van Cleef Asset Management
Ohio
$576K +$586K +18,000 New
WPP
389
Whalerock Point Partners
Rhode Island
$572K +$381K +11,700 +190%
GFPC
390
Global Financial Private Capital
Florida
$571K +$580K +17,827 New
TC
391
Telemus Capital
Michigan
$564K +$16.3K +500 +3%
SSB
392
Sandy Spring Bank
Maryland
$563K +$96.9K +2,975 +20%
TSS
393
Two Sigma Securities
New York
$558K +$567K +17,420 New
APA
394
American Portfolios Advisors
New York
$557K +$566K +17,396 New
B
395
Bailard
California
$551K – – –
JIC
396
Johnson Investment Counsel
Ohio
$548K +$73.3K +2,250 +15%
FPB
397
First PREMIER Bank
South Dakota
$544K +$554K +17,000 New
KIA
398
KCM Investment Advisors
California
$542K -$249K -7,641 -31%
BAS
399
Brown Advisory Securities
Maryland
$541K +$256K +7,851 +86%
CRC
400
Curi RMB Capital
Illinois
$539K +$180K +5,527 +49%
14 15
16
17 18