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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
YP
401
Yellowstone Partners
Idaho
$210K +$198K +6,318 New
GWA
402
Genesis Wealth Advisors
Massachusetts
$206K +$174K +5,549 New
PFS
403
Prospera Financial Services
Texas
$205K +$193K +6,165 New
RFS
404
Rockefeller Financial Services
New York
$203K
ACM
405
Ashford Capital Management
Delaware
$203K +$191K +6,114 New
TA
406
Teton Advisors
New York
$203K +$191K +6,114 New
Lazard Asset Management
407
Lazard Asset Management
New York
$202K +$63.8K +2,038 +50%
DSC
408
Duncker Streett & Co
Missouri
$200K +$28.7K +917 +18%
JT
409
Jump Trading
Illinois
$189K +$179K +5,707 New
NFG
410
Next Financial Group
Texas
$172K -$83.2K -2,658 -34%
SOAMC
411
Spirit of America Management Corp
New York
$169K
SF
412
Synovus Financial
Georgia
$149K +$140K +4,484 New
WIL
413
Winifred I. Li
$135K
FCCM
414
First City Capital Management
Georgia
$129K +$38.3K +1,223 +46%
MSFP
415
Mark Sheptoff Financial Planning
Connecticut
$129K
HNB
416
Huntington National Bank
Ohio
$126K +$119K +3,806 New
Bessemer Group
417
Bessemer Group
New Jersey
$125K +$118K +3,760 New
CTC
418
Central Trust Company
Missouri
$118K
AIM
419
Advantage Investment Management
Iowa
$112K +$105K +3,363 New
MA
420
MUFG Americas
New York
$107K -$2.88K -92 -3%
CGT
421
Capital Guardian Trust
California
$104K
MCA
422
Mercer Capital Advisers
New Jersey
$101K +$95.7K +3,057 New
CFA
423
Carroll Financial Associates
North Carolina
$97K -$86.3K -2,757 -51%
IPC
424
Independent Portfolio Consultants
Florida
$93K -$167K -5,334 -66%
GCM
425
Grisanti Capital Management
New York
$93K