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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
501
Sterneck Capital Management
Missouri
$226K -$37.6K -1,200 -15%
PP
502
Patten & Patten
Tennessee
$225K +$212K +6,750 New
PSUF
503
People's United Financial
Connecticut
$224K
BAM
504
Brave Asset Management
New Jersey
$223K -$31.4K -1,000 -13%
MSFP
505
Mark Sheptoff Financial Planning
Connecticut
$223K -$31 -1 -0%
BFO
506
Boston Family Office
Massachusetts
$222K +$209K +6,670 New
DA
507
Doliver Advisors
Texas
$220K +$207K +6,590 New
GP
508
Girard Partners
Pennsylvania
$219K +$206K +6,555 New
RIM
509
Regent Investment Management
Kentucky
$217K +$204K +6,500 New
Truist Financial
510
Truist Financial
North Carolina
$217K +$204K +6,500 New
CAAS
511
Capital Asset Advisory Services
Michigan
$216K +$204K +6,500 New
FM
512
Forward Management
California
$213K
BFS
513
Bradley Foster & Sargent
Connecticut
$213K +$200K +6,375 New
ORI
514
Oak Ridge Investments
Illinois
$211K +$198K +6,321 New
GWS
515
Glassman Wealth Services
Virginia
$206K -$95.3K -3,039 -33%
WPP
516
Whalerock Point Partners
Rhode Island
$205K +$193K +6,153 New
Lazard Asset Management
517
Lazard Asset Management
New York
$200K
MCA
518
Mercer Capital Advisers
New Jersey
$200K +$94.1K +3,000 +100%
SG
519
Somerset Group
Minnesota
$200K +$188K +6,000 New
PK
520
Pflug Koory
Nebraska
$198K
PCA
521
Peddock Capital Advisors
Massachusetts
$187K +$176K +5,610 New
RFS
522
Rockefeller Financial Services
New York
$185K -$14.3K -455 -8%
BRC
523
Bell Rock Capital
Delaware
$183K +$173K +5,500 New
HNB
524
Huntington National Bank
Ohio
$178K -$9.41K -300 -5%
IIC
525
Integrated Investment Consultants
Michigan
$170K +$59.6K +1,900 +59%