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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AF
376
Advisornet Financial
Minnesota
$661K +$212K +6,352 +51%
GHAM
377
Gilman Hill Asset Management
Connecticut
$656K -$15K -450 -2%
SCA
378
Sage Capital Advisors
South Dakota
$655K +$567 +17 +0.1%
RCAG
379
Rehmann Capital Advisory Group
Michigan
$649K -$54.1K -1,620 -8%
JIC
380
Johnson Investment Counsel
Ohio
$645K -$66.1K -1,982 -10%
FCM
381
Flinton Capital Management
Pennsylvania
$638K +$320K +9,600 +111%
CFA
382
Carroll Financial Associates
North Carolina
$632K -$67.6K -2,026 -10%
WI
383
Wintrust Investments
Illinois
$631K -$53.3K -1,597 -8%
VCAM
384
Van Cleef Asset Management
Ohio
$629K
WKWM
385
Walter & Keenan Wealth Management
Indiana
$629K
Envestnet Asset Management
386
Envestnet Asset Management
Illinois
$623K +$52K +1,558 +10%
BOTW
387
Bank of the West
California
$622K
KWM
388
Kingsview Wealth Management
Oregon
$618K +$270K +8,091 +84%
TC
389
Telemus Capital
Michigan
$616K
KWMG
390
King Wealth Management Group
Florida
$616K +$200 +6 +0%
IFWM
391
Institute for Wealth Management
Colorado
$611K +$33 +1 +0%
KeyBank National Association
392
KeyBank National Association
Ohio
$603K -$199K -5,954 -26%
DCM
393
Dimension Capital Management
Florida
$603K +$576K +17,253 New
FPS
394
Fieldpoint Private Securities
Connecticut
$601K -$116K -3,470 -17%
AWA
395
Arete Wealth Advisors
Illinois
$600K +$1.2K +36 +0.2%
KCM
396
Karp Capital Management
California
$586K -$67.7K -2,030 -11%
RG
397
Rikoon Group
New Mexico
$586K -$33.4K -1,000 -6%
CCP
398
Corient Capital Partners
California
$581K -$10.3K -309 -2%
FM
399
Family Management
New York
$581K +$288K +8,645 +109%
WHG
400
Westwood Holdings Group
Texas
$578K +$552K +16,540 New