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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
751
Cowen Prime Advisors
New York
$345K +$134K +2,500 +61%
N
752
Natixis
France
$345K +$150K +2,804 +74%
MAM
753
Morse Asset Management
Connecticut
$342K +$155K +2,900 +79%
EWA
754
EP Wealth Advisors
California
$341K +$349K +6,523 New
NFG
755
Next Financial Group
Texas
$337K +$17.7K +330 +5%
EWM
756
EPG Wealth Management
Georgia
$336K -$15.8K -295 -4%
HB
757
Homrich & Berg
Georgia
$336K +$214 +4 +0.1%
SS
758
Simplicity Solutions
Minnesota
$336K +$19.4K +362 +6%
ACM
759
Azimuth Capital Management
Michigan
$336K +$26.8K +500 +8%
SCCM
760
Schafer Cullen Capital Management
New York
$334K – – –
MYAM
761
Meiji Yasuda Asset Management
Japan
$331K -$197K -3,690 -37%
B
762
Bailard
California
$331K – – –
RPC
763
Rossmore Private Capital
Connecticut
$330K – – –
SB
764
Strategic Blueprint
Georgia
$330K +$339K +6,330 New
MSFP
765
Mark Sheptoff Financial Planning
Connecticut
$329K -$18.7K -350 -5%
LCS
766
Levin Capital Strategies
New York
$329K +$10.7K +200 +3%
SBH
767
Segall Bryant & Hamill
Illinois
$327K +$336K +6,277 New
GWS
768
Glassman Wealth Services
Virginia
$324K +$185K +3,452 +125%
HWA
769
Heritage Wealth Advisors
Virginia
$324K – – –
SO
770
STRS Ohio
Ohio
$323K -$75.4K -1,408 -18%
ST
771
Smithfield Trust
Pennsylvania
$323K +$77.2K +1,443 +30%
BCWM
772
Blue Chip Wealth Management
Florida
$322K -$47K -879 -12%
JLBC
773
J.L. Bainbridge & Co
Florida
$321K +$2.19K +41 +0.7%
JFA
774
Johanson Financial Advisors
California
$321K +$8.94K +167 +3%
SFSIG
775
San Francisco Sentry Investment Group
California
$320K – – –
29 30
31
32 33