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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BFS
551
Bradley Foster & Sargent
Connecticut
$228K -$99.3K -2,750 -31%
Lazard Asset Management
552
Lazard Asset Management
New York
$228K
MCA
553
Mercer Capital Advisers
New Jersey
$228K
ACM
554
Alethea Capital Management
Washington
$228K +$217K +6,000 New
NEPWA
555
New England Private Wealth Advisors
Massachusetts
$228K +$217K +6,000 New
SG
556
Somerset Group
Minnesota
$228K +$217K +6,000 New
PH
557
Pinnacle Holdings
Oklahoma
$228K
CCA
558
Clearwater Capital Advisors
Illinois
$226K
MSFP
559
Mark Sheptoff Financial Planning
Connecticut
$225K
CAAS
560
Capital Asset Advisory Services
Michigan
$222K +$210K +5,825 New
1IA
561
1834 Investment Advisors
Wisconsin
$221K +$93.4K +2,585 +80%
NWP
562
Northstar Wealth Partners
Connecticut
$220K -$42.3K -1,172 -17%
MC
563
Mathes Company
New York
$220K +$208K +5,750 New
CL
564
CPWM LLC
Washington
$220K +$208K +5,770 New
FCM
565
Flinton Capital Management
Pennsylvania
$219K
JCM
566
Janney Capital Management
Pennsylvania
$219K +$208K +5,750 New
IC
567
Intersect Capital
California
$214K
LA
568
LexAurum Advisors
Kansas
$213K +$202K +5,585 New
PA
569
Parallel Advisors
California
$211K +$90.1K +2,495 +82%
AWM
570
AE Wealth Management
Kansas
$211K +$200K +5,530 New
PP
571
PagnatoKarp Partners
Virginia
$209K +$198K +5,478 New
GWM
572
Graybill Wealth Management
Illinois
$209K +$199K +5,500 New
RCAG
573
Rehmann Capital Advisory Group
Michigan
$207K +$21.4K +593 +12%
FWM
574
Frontier Wealth Management
Missouri
$204K -$703K -19,470 -78%
BBA
575
BLB&B Advisors
Pennsylvania
$203K -$155K -4,296 -45%