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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
451
Anchor Investment Management
South Carolina
$52.8K +$14.6K +550 +34%
TIM
452
Tortoise Investment Management
New York
$44K -$33.2K -1,250 -41%
SAM
453
Shamrock Asset Management
Texas
$42K -$234K -8,783 -84%
QAM
454
QCI Asset Management
New York
$42K
LWA
455
Lenox Wealth Advisors
New York
$40K
BIG
456
Bellwether Investment Group
Tennessee
$40K +$43.8K +1,647 New
Carson Wealth (CWM LLC)
457
Carson Wealth (CWM LLC)
Nebraska
$39K
CCM
458
Cribstone Capital Management
Maine
$36K -$1.11M -41,706 -97%
LJHT
459
Laurie J. Hall Trustee
$36K
WP
460
WealthPLAN Partners
Nebraska
$35.5K +$44.4K +1,670 New
JFA
461
JNBA Financial Advisors
Minnesota
$34K
DVM
462
Dreman Value Management
Florida
$32K
WA
463
WealthTrust-Arizona
Arizona
$32K
IWMPD
464
Integrated Wealth Management (Palm Desert)
California
$31K +$5.64K +212 +20%
GCM
465
Grisanti Capital Management
New York
$25K
LWCFA
466
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$25K +$16.6K +625 +156%
EWM
467
Edge Wealth Management
New York
$24K
TSW
468
Thompson Siegel & Walmsley
Virginia
$21K +$22.5K +846 New
OC
469
Oakworth Capital
Alabama
$19K +$5.32K +200 +39%
SWA
470
Sutton Wealth Advisors
Florida
$17.2K
AF
471
Arrow Financial
New York
$17K
CBT
472
Central Bank & Trust
Kentucky
$17K
TDC
473
Thompson Davis & Co
Virginia
$17K
TRCT
474
Tower Research Capital (TRC)
New York
$17K +$18.6K +700 New
CWM
475
Catamount Wealth Management
Connecticut
$15K -$10.7K -401 -40%