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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MYAM
751
Meiji Yasuda Asset Management
Japan
$301K -$305K -5,520 -46%
CPA
752
Cowen Prime Advisors
New York
$301K -$55.3K -1,000 -13%
EWM
753
EPG Wealth Management
Georgia
$301K +$80.4K +1,454 +28%
AC
754
Allstate Corporation
Illinois
$300K +$365K +6,592 New
BEI
755
Benjamin Edwards Inc
Missouri
$299K +$3.6K +65 +1%
SCM
756
Sterneck Capital Management
Missouri
$295K – – –
KPCM
757
Kings Point Capital Management
New York
$293K -$15.2K -275 -4%
SSWM
758
Sheets Smith Wealth Management
North Carolina
$291K +$134K +2,420 +61%
CWM
759
Centric Wealth Management
Illinois
$289K -$3.15K -57 -0.9%
KTC
760
Kistler-Tiffany Companies
Pennsylvania
$288K – – –
RPC
761
Rossmore Private Capital
Connecticut
$288K +$11.1K +200 +3%
BOTW
762
Bank of the West
California
$287K -$374K -6,765 -52%
VVP
763
Venture Visionary Partners
Ohio
$287K +$44.2K +799 +15%
LA
764
LVW Advisors
New York
$287K +$348K +6,300 New
ISWM
765
Independent Solutions Wealth Management
New York
$287K – – –
HWA
766
Heritage Wealth Advisors
Virginia
$283K -$62K -1,120 -15%
LFAS
767
Level Four Advisory Services
Texas
$280K -$832K -15,048 -71%
FWM
768
Frontier Wealth Management
Missouri
$280K +$340K +6,150 New
CG
769
Colony Group
Massachusetts
$279K -$2.03M -36,710 -86%
BSW
770
Buckingham Strategic Wealth
Missouri
$277K -$77.3K -1,397 -19%
NCM
771
Next Capital Management
New York
$276K +$51.9K +939 +18%
SFSIG
772
San Francisco Sentry Investment Group
California
$275K -$108K -1,944 -24%
S
773
Surevest
California
$274K -$1.53M -27,598 -82%
MCA
774
Mercer Capital Advisers
New Jersey
$273K – – –
SACTSONJ
775
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$273K – – –
29 30
31
32 33