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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BKBG
451
BHF Kleinwort Benson Group
Belgium
$208K -$188K -5,197 -49%
SCM
452
Sterneck Capital Management
Missouri
$208K +$197K +5,441 New
CG
453
Clinton Group
New York
$207K +$196K +5,425 New
PCM
454
Palisade Capital Management
New Jersey
$202K +$191K +5,294 New
BCI
455
Brinker Capital Investments
Pennsylvania
$198K +$187K +5,178 New
NFG
456
Next Financial Group
Texas
$165K -$31.1K -859 -17%
KTC
457
Kistler-Tiffany Companies
Pennsylvania
$161K +$152K +4,214 New
AIM
458
Advantage Investment Management
Iowa
$159K +$29.5K +815 +24%
HNB
459
Huntington National Bank
Ohio
$155K +$9.94K +275 +7%
ATC
460
Adirondack Trust Company
New York
$152K +$70.2K +1,941 +95%
FCCM
461
First City Capital Management
Georgia
$149K +$651 +18 +0.5%
MSFP
462
Mark Sheptoff Financial Planning
Connecticut
$148K – – –
WP
463
WealthPLAN Partners
Nebraska
$140K +$131K +3,630 New
CTC
464
Central Trust Company
Missouri
$136K – – –
CGT
465
Capital Guardian Trust
California
$120K – – –
MCA
466
Mercer Capital Advisers
New Jersey
$117K – – –
IPC
467
Independent Portfolio Consultants
Florida
$115K +$8.1K +224 +8%
GCM
468
Grisanti Capital Management
New York
$107K – – –
FMT
469
First Mercantile Trust
Tennessee
$91K – – –
BRWM
470
B. Riley Wealth Management
Tennessee
$87K +$22.1K +611 +36%
SFWA
471
Summit Financial Wealth Advisors
Louisiana
$85K +$73.7K +2,038 New
LFR
472
Lehman Financial Resources
Pennsylvania
$78K – – –
QAM
473
QCI Asset Management
New York
$78K – – –
SC
474
Searle & Co
Connecticut
$77K – – –
PMFA
475
Plante Moran Financial Advisors
Michigan
$72K +$68K +1,880 New
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