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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BA
426
BKS Advisors
Michigan
$229K +$266K +7,367 New
BSW
427
Buckingham Strategic Wealth
Missouri
$227K +$265K +7,316 New
ACM
428
Ashford Capital Management
Delaware
$222K -$442K -12,228 -63%
CL
429
Croft-Leominster
Maryland
$222K
BB
430
Busey Bank
Illinois
$221K +$19.1K +527 +8%
KA
431
Klingman & Associates
New York
$220K +$257K +7,102 New
FTIOP
432
Fiduciary Trust International of Pennsylvania
Pennsylvania
$218K -$68.5K -1,895 -21%
SAM
433
SignalPoint Asset Management
Missouri
$217K +$28.4K +785 +13%
AWA
434
AmeriServ Wealth Advisors
Pennsylvania
$217K +$31.3K +866 +14%
DSC
435
Duncker Streett & Co
Missouri
$216K -$22.1K -611 -8%
CFA
436
Carroll Financial Associates
North Carolina
$215K +$29.3K +810 +14%
SW
437
SVB Wealth
Massachusetts
$213K
ALA
438
Atherton Lane Advisers
California
$209K
MSFP
439
Mark Sheptoff Financial Planning
Connecticut
$206K -$18.4K -509 -7%
YP
440
Yellowstone Partners
Idaho
$204K +$5.68K +157 +2%
IAMOG
441
Investors Asset Management of Georgia
Georgia
$203K +$236K +6,522 New
HB
442
Homrich & Berg
Georgia
$201K +$12.8K +353 +6%
FNBSF
443
First National Bank Sioux Falls
South Dakota
$200K
SFFS
444
Stonehage Fleming Financial Services
Jersey
$196K
KTC
445
Kistler-Tiffany Companies
Pennsylvania
$193K +$42.4K +1,172 +23%
Lazard Asset Management
446
Lazard Asset Management
New York
$190K
RFS
447
Rockefeller Financial Services
New York
$190K
PSI
448
Pinnacle Summer Investments
Virginia
$176K +$1.13M +31,184 +1,289%
BCI
449
Brinker Capital Investments
Pennsylvania
$173K +$15.5K +428 +8%
HI
450
Hudock Inc
Pennsylvania
$164K +$108K +2,992 +129%