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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
RFC
376
Regions Financial Corp
Alabama
$583K +$29.7K +899 +5%
GKWIM
377
Gerber Kawasaki Wealth & Investment Management
California
$581K +$69.6K +2,107 +12%
TAM
378
Tiverton Asset Management
Delaware
$579K – – –
WP
379
WealthSource Partners
California
$575K +$38.1K +1,154 +6%
GHAM
380
Gilman Hill Asset Management
Connecticut
$572K -$205K -6,208 -24%
SWA
381
Sutton Wealth Advisors
Florida
$569K +$430K +13,019 +214%
KCM
382
Karp Capital Management
California
$560K -$14.2K -430 -2%
SCA
383
Sage Capital Advisors
South Dakota
$558K +$82.6K +2,500 +15%
FBC
384
Fairfield, Bush & Co
Connecticut
$554K – – –
BAS
385
Brown Advisory Securities
Maryland
$549K -$445K -13,452 -42%
TPWA
386
TRUE Private Wealth Advisors
Oregon
$548K -$23.6K -713 -4%
EP
387
Elkfork Partners
Oregon
$548K +$205K +6,188 +51%
VCAM
388
Van Cleef Asset Management
Ohio
$537K – – –
WKWM
389
Walter & Keenan Wealth Management
Indiana
$537K – – –
LFAS
390
Level Four Advisory Services
Texas
$531K +$22.2K +673 +4%
BCM
391
Bluefin Capital Management
New York
$530K -$430K -13,000 -42%
BOTW
392
Bank of the West
California
$530K – – –
RG
393
Rikoon Group
New Mexico
$529K -$137K -4,150 -19%
TC
394
Telemus Capital
Michigan
$525K -$106K -3,202 -15%
KWMG
395
King Wealth Management Group
Florida
$525K -$59.3K -1,794 -9%
FHA
396
Flagship Harbor Advisors
Massachusetts
$523K +$178K +5,384 +44%
RRAM
397
River Road Asset Management
Kentucky
$521K -$556K -16,808 -49%
IFWM
398
Institute for Wealth Management
Colorado
$521K +$39.1K +1,184 +7%
BKA
399
Brick & Kyle Associates
Pennsylvania
$519K +$576K +17,413 New
VWM
400
Valley Wealth Managers
New Jersey
$513K -$38K -1,150 -6%
14 15
16
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