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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SLG
451
Stanley-Laman Group
Pennsylvania
$256K – – –
PFS
452
Prospera Financial Services
Texas
$255K – – –
SFFS
453
Stonehage Fleming Financial Services
Jersey
$253K – – –
WF
454
Welch & Forbes
Massachusetts
$247K – – –
HB
455
Homrich & Berg
Georgia
$246K +$11.9K +289 +5%
Lazard Asset Management
456
Lazard Asset Management
New York
$245K – – –
RFS
457
Rockefeller Financial Services
New York
$245K – – –
AWA
458
AmeriServ Wealth Advisors
Pennsylvania
$245K +$251K +6,114 New
GG
459
Gofen & Glossberg
Illinois
$239K – – –
SAM
460
SignalPoint Asset Management
Missouri
$237K – – –
DC
461
Deschaine & Company
Illinois
$233K +$238K +5,800 New
CTC
462
Central Trust Company
Missouri
$229K – – –
CFA
463
Carroll Financial Associates
North Carolina
$229K +$189K +4,602 +412%
VKH
464
Virtu KCG Holdings
New York
$226K +$231K +5,627 New
CFMC
465
Curbstone Financial Management Corp
New Hampshire
$226K +$231K +5,630 New
BT
466
Beacon Trust
New Jersey
$225K – – –
EIA
467
Edgemoor Investment Advisors
Maryland
$225K – – –
GWA
468
Genesis Wealth Advisors
Massachusetts
$223K – – –
FFSOTS
469
Fiduciary Financial Services of The Southwest
Texas
$221K -$24.6K -599 -10%
PCM
470
Palisade Capital Management
New Jersey
$220K +$8.38K +204 +4%
BKBG
471
BHF Kleinwort Benson Group
Belgium
$219K – – –
SCM
472
Sterneck Capital Management
Missouri
$218K – – –
HNB
473
Huntington National Bank
Ohio
$215K +$53K +1,289 +32%
SCM
474
Southport Capital Management
Tennessee
$208K +$214K +5,197 New
BCI
475
Brinker Capital Investments
Pennsylvania
$207K -$1.15K -28 -0.5%