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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Cowen Prime Advisors
New York
$374K -$132K -2,500 -38%
AP
752
Advisor Partners
California
$366K -$97.2K -1,846 -22%
HB
753
Homrich & Berg
Georgia
$365K +$24.3K +461 +8%
KPCM
754
Kings Point Capital Management
New York
$364K – – –
RWB
755
RMR Wealth Builders
New Jersey
$364K +$338K +6,421 New
VWM
756
Valley Wealth Managers
New Jersey
$363K -$159K -3,025 -32%
SCCM
757
Schafer Cullen Capital Management
New York
$363K -$110K -2,095 -25%
B
758
Bailard
California
$360K -$118K -2,237 -26%
RPC
759
Rossmore Private Capital
Connecticut
$358K -$10.5K -200 -3%
BOTW
760
Bank of the West
California
$357K -$211 -4 -0.1%
GLA
761
Good Life Advisors
Pennsylvania
$352K +$24.6K +468 +8%
HWA
762
Heritage Wealth Advisors
Virginia
$352K – – –
NFG
763
Next Financial Group
Texas
$347K -$63.4K -1,204 -16%
SFSIG
764
San Francisco Sentry Investment Group
California
$347K +$5.74K +109 +2%
LCS
765
Levin Capital Strategies
New York
$346K -$72.9K -1,385 -18%
JLBC
766
J.L. Bainbridge & Co
Florida
$346K +$10.6K +202 +3%
MPWT
767
MassMutual Private Wealth & Trust
Connecticut
$346K +$300K +5,700 +1,425%
NCM
768
Next Capital Management
New York
$345K +$842 +16 +0.3%
SS
769
Simplicity Solutions
Minnesota
$344K +$320K +6,071 New
HNB
770
Huntington National Bank
Ohio
$343K -$62.6K -1,189 -16%
CG
771
Colony Group
Massachusetts
$343K -$4.16K -79 -1%
BSW
772
Buckingham Strategic Wealth
Missouri
$342K -$2.32K -44 -0.7%
VCAM
773
Van Cleef Asset Management
Ohio
$340K -$632K -12,000 -67%
MCA
774
Mercer Capital Advisers
New Jersey
$340K – – –
SACTSONJ
775
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$340K – – –
29 30
31
32 33