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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
426
Jacobus Wealth Management
Wisconsin
$337K +$16.4K +398 +5%
SAMT
427
Select Asset Management & Trust
Pennsylvania
$332K +$339K +8,254 New
WHI
428
William Harris Investors
Illinois
$331K – – –
WIA
429
Westbourne Investment Advisors
Maryland
$324K +$332K +8,081 New
NSIM
430
North Star Investment Management
Illinois
$317K +$10.4K +254 +3%
ACM
431
Apex Capital Management
Ohio
$309K -$5.88K -143 -2%
CCM
432
Cadence Capital Management
Massachusetts
$309K – – –
KJHP
433
K.J. Harrison & Partners
Ontario, Canada
$307K – – –
DSC
434
Duncker Streett & Co
Missouri
$303K +$62.8K +1,529 +25%
GIA
435
GHP Investment Advisors
Colorado
$302K +$863 +21 +0.3%
LWM
436
LBA Wealth Management
Florida
$299K -$62.8K -1,528 -17%
MIM
437
Marco Investment Management
Georgia
$294K +$301K +7,337 New
1SB
438
1ST Source Bank
Indiana
$291K +$298K +7,260 New
CL
439
Croft-Leominster
Maryland
$287K – – –
MSFP
440
Mark Sheptoff Financial Planning
Connecticut
$286K +$134K +3,261 +84%
VNA
441
Valley National Advisers
Pennsylvania
$282K +$212K +5,151 +272%
SW
442
SVB Wealth
Massachusetts
$275K +$10.5K +255 +4%
WKWM
443
Walter & Keenan Wealth Management
Indiana
$274K – – –
BAS
444
Brown Advisory Securities
Maryland
$271K +$3.49K +85 +1%
ALA
445
Atherton Lane Advisers
California
$270K -$71.2K -1,733 -20%
RIM
446
Regent Investment Management
Kentucky
$266K -$20.9K -509 -7%
BB
447
Busey Bank
Illinois
$264K +$21K +510 +8%
TCM
448
Traynor Capital Management
Pennsylvania
$262K +$269K +6,537 New
FNBSF
449
First National Bank Sioux Falls
South Dakota
$258K – – –
YP
450
Yellowstone Partners
Idaho
$257K +$4.19K +102 +2%
16 17
18
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