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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MRCM
401
M&R Capital Management
New Jersey
$474K -$65.8K -2,000 -12%
CCM
402
Coe Capital Management
Illinois
$471K – – –
SCA
403
Sage Capital Advisors
South Dakota
$467K – – –
SRCM
404
Swift Run Capital Management
Virginia
$467K – – –
BCM
405
Becker Capital Management
Oregon
$463K -$21M -637,115 -98%
CP
406
Camelot Portfolios
Ohio
$463K +$987 +30 +0.2%
AB
407
AT Bancorp
Iowa
$461K -$390K -11,845 -46%
ORI
408
Oak Ridge Investments
Illinois
$461K +$247K +7,497 +119%
FFWA
409
FRG Family Wealth Advisors
Washington
$457K -$49.3K -1,497 -10%
DVM
410
Dreman Value Management
Florida
$450K – – –
CAM
411
Carret Asset Management
New York
$448K +$41.1K +1,250 +10%
WI
412
Wintrust Investments
Illinois
$440K +$33.3K +1,013 +8%
ANRIA
413
American National Registered Investment Advisor
Texas
$434K -$165K -5,000 -28%
HNB
414
Huntington National Bank
Ohio
$430K +$249K +7,560 +142%
PCMM
415
Private Capital Management (Minnesota)
Minnesota
$427K +$92.1K +2,800 +28%
CCM
416
Covington Capital Management
California
$424K -$418K -12,710 Closed
SAM
417
Silvercrest Asset Management
New York
$424K +$23K +700 +6%
DWA
418
Douglass Winthrop Advisors
New York
$423K – – –
HCM
419
Hodges Capital Management
Texas
$423K +$63.6K +1,932 +18%
AT
420
Arden Trust
Delaware
$421K +$263 +8 +0.1%
FPS
421
Fieldpoint Private Securities
Connecticut
$420K +$414K +12,580 New
IFWM
422
Institute for Wealth Management
Colorado
$419K +$23.7K +721 +6%
HCM
423
Hilton Capital Management
New York
$416K +$411K +12,480 New
NFG
424
Next Financial Group
Texas
$412K -$24.3K -737 -6%
SF
425
Synovus Financial
Georgia
$410K -$167K -5,084 -29%
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