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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CIC
676
Chase Investment Counsel
Virginia
$451K -$31.1K -600 -7%
S
677
Seeyond
France
$451K +$418K +8,059 New
SAM
678
Secure Asset Management
Michigan
$449K +$417K +8,031 New
SFSIG
679
San Francisco Sentry Investment Group
California
$446K +$93.4K +1,800 +29%
SM
680
Sciencast Management
New Jersey
$446K +$410K +7,900 New
GC
681
Guggenheim Capital
Illinois
$440K +$408K +7,870 New
IWC
682
Integrated Wealth Concepts
Massachusetts
$438K +$406K +7,826 New
OMC
683
Overbrook Management Corp
New York
$436K +$30.1K +580 +8%
MSFP
684
Mark Sheptoff Financial Planning
Connecticut
$431K – – –
MYLI
685
Meiji Yasuda Life Insurance
Japan
$431K +$399K +7,700 New
FCA
686
FinTrust Capital Advisors
South Carolina
$430K -$5.03K -97 -1%
VCP
687
Verus Capital Partners
Arizona
$428K +$397K +7,644 New
DWM
688
Dakota Wealth Management
Florida
$426K +$4.15K +80 +1%
CPA
689
Cowen Prime Advisors
New York
$425K +$31.1K +600 +9%
HC
690
Henshaw Capital
Massachusetts
$422K – – –
CA
691
Commerzbank Aktiengesellschaft
Germany
$421K -$13.5M -260,387 -97%
BSW
692
Buckingham Strategic Wealth
Missouri
$419K +$31.5K +608 +9%
AC
693
Addison Capital
Pennsylvania
$415K +$1.09K +21 +0.3%
AWM
694
AE Wealth Management
Kansas
$412K +$79.2K +1,526 +26%
HWA
695
Heritage Wealth Advisors
Virginia
$410K +$317K +6,102 +499%
GIA
696
Gladstone Institutional Advisory
Florida
$409K -$56.6K -1,091 -13%
SFG
697
Sather Financial Group
Texas
$403K +$373K +7,196 New
LC
698
Loews Corp
New York
$401K -$152K -2,925 -29%
BP
699
BBR Partners
New York
$400K -$69.5K -1,339 -16%
OWD
700
Osborn Williams & Donohoe
Ohio
$392K -$5.19K -100 -1%
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