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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Lazard Asset Management
526
Lazard Asset Management
New York
$200K
MCA
527
Mercer Capital Advisers
New Jersey
$200K
SG
528
Somerset Group
Minnesota
$200K
NEPWA
529
New England Private Wealth Advisors
Massachusetts
$200K +$197K +6,000 New
SFG
530
StrategIQ Financial Group
Indiana
$200K +$198K +6,006 New
JCM
531
Jacobi Capital Management
Pennsylvania
$192K +$75.3K +2,287 +66%
PCA
532
Peddock Capital Advisors
Massachusetts
$187K
RFS
533
Rockefeller Financial Services
New York
$185K
BRC
534
Bell Rock Capital
Delaware
$184K
PK
535
Pflug Koory
Nebraska
$181K -$16.5K -500 -8%
CFD
536
Creative Financial Designs
Indiana
$175K -$95.5K -2,902 -36%
CFA
537
Camarda Financial Advisors
Florida
$170K -$584K -17,748 -78%
IIC
538
Integrated Investment Consultants
Michigan
$170K
GWS
539
Glassman Wealth Services
Virginia
$164K -$41.3K -1,256 -20%
JFA
540
JNBA Financial Advisors
Minnesota
$138K
ATC
541
Adirondack Trust Company
New York
$137K
WAP
542
Wealthcare Advisory Partners
Pennsylvania
$131K +$130K +3,936 New
OFW
543
Omnia Family Wealth
Florida
$118K -$16.1K -489 -12%
FFC
544
First Financial Corp
Indiana
$117K
CBT
545
Capital Bank & Trust
California
$111K
KF
546
Krilogy Financial
Missouri
$106K +$17.8K +541 +20%
AIM
547
Advantage Investment Management
Iowa
$105K
EA
548
Edge Advisors
Georgia
$103K +$1.61K +49 +2%
VFA
549
Valeo Financial Advisors
Indiana
$97K +$95.4K +2,900 New
MFBTD
550
MB Financial Bank - Trust Department
Illinois
$96K