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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
526
Sterneck Capital Management
Missouri
$217K
PAM
527
PVG Asset Management
Colorado
$215K +$219K +6,730 New
MSFP
528
Mark Sheptoff Financial Planning
Connecticut
$215K
MHS
529
M Holdings Securities
Oregon
$213K -$7.42K -228 -3%
BFS
530
Bradley Foster & Sargent
Connecticut
$210K
RE
531
RBC Europe
United Kingdom
$207K
GP
532
Girard Partners
Pennsylvania
$207K -$29.3K -900 -12%
MA
533
Mutual Advisors
Nebraska
$201K +$204K +6,277 New
Lazard Asset Management
534
Lazard Asset Management
New York
$192K
MCA
535
Mercer Capital Advisers
New Jersey
$192K
PFGIA
536
Patriot Financial Group Insurance Agency
Massachusetts
$190K -$34K -1,045 -15%
JCM
537
Jacobi Capital Management
Pennsylvania
$187K -$5.21K -160 -3%
PCA
538
Peddock Capital Advisors
Massachusetts
$180K
BRC
539
Bell Rock Capital
Delaware
$176K
PK
540
Pflug Koory
Nebraska
$176K +$2.44K +75 +1%
CFA
541
Camarda Financial Advisors
Florida
$169K +$5.44K +167 +3%
HIIFS
542
Harel Insurance Investments & Financial Services
Israel
$160K +$163K +5,000 New
GWS
543
Glassman Wealth Services
Virginia
$157K +$98 +3 +0.1%
RFS
544
Rockefeller Financial Services
New York
$152K -$25.7K -789 -14%
WAP
545
Wealthcare Advisory Partners
Pennsylvania
$147K +$21.2K +652 +17%
AF
546
Advisornet Financial
Minnesota
$144K +$146K +4,488 New
SWA
547
Sutton Wealth Advisors
Florida
$143K +$54.9K +1,686 +61%
CFD
548
Creative Financial Designs
Indiana
$139K -$29.4K -902 -17%
VFA
549
Valeo Financial Advisors
Indiana
$139K +$46.5K +1,427 +49%
JFA
550
JNBA Financial Advisors
Minnesota
$133K