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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
HC
601
Henshaw Capital
Massachusetts
$368K +$368K +7,545 New
DWM
602
Dakota Wealth Management
Florida
$368K -$25.3K -518 -6%
AC
603
Addison Capital
Pennsylvania
$361K -$24.4K -500 -6%
KF
604
Krilogy Financial
Missouri
$361K +$360K +7,391 New
JA
605
JOYN Advisors
Georgia
$358K – – –
CI
606
CAZ Investments
Texas
$357K – – –
OMC
607
Overbrook Management Corp
New York
$353K – – –
KTC
608
Kistler-Tiffany Companies
Pennsylvania
$352K +$352K +7,210 New
FT
609
Fiduciary Trust
Massachusetts
$351K +$64.3K +1,319 +22%
HCA
610
Harbour Capital Advisors
Virginia
$349K +$349K +7,150 New
OWD
611
Osborn Williams & Donohoe
Ohio
$347K -$43.9K -900 -11%
SIC
612
Shoker Investment Counsel
Ohio
$345K +$829 +17 +0.2%
CPA
613
Cowen Prime Advisors
New York
$342K -$97.5K -2,000 -22%
NL
614
NWAM LLC
Washington
$340K -$65.5K -1,343 -16%
GP
615
Girard Partners
Pennsylvania
$340K -$28K -574 -8%
BSW
616
Buckingham Strategic Wealth
Missouri
$336K -$472K -9,688 -58%
PA
617
Profund Advisors
Maryland
$335K +$334K +6,849 New
CL
618
CPWM LLC
Washington
$330K +$329K +6,750 New
IC
619
Intersect Capital
California
$323K +$322K +6,603 New
CRC
620
Curi RMB Capital
Illinois
$322K – – –
RE
621
RBC Europe
United Kingdom
$318K – – –
TFCP
622
Twin Focus Capital Partners
Massachusetts
$317K +$317K +6,500 New
SCM
623
Sterneck Capital Management
Missouri
$316K – – –
BEI
624
Benjamin Edwards Inc
Missouri
$313K +$303K +6,211 +3,106%
HNB
625
Huntington National Bank
Ohio
$310K -$48.8K -1,000 -14%
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