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Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BPC
1301
Banque Pictet & Cie
Switzerland
$204K +$203K +1,750 New
KCPG
1302
Kavar Capital Partners Group
Kansas
$204K +$203K +1,750 New
ESB
1303
Essex Savings Bank
Connecticut
$203K +$187K +1,610 New
MAM
1304
McCarthy Asset Management
California
$202K -$18.2K -157 -8%
AC
1305
Abbrea Capital
California
$202K +$202K +1,740 New
DAM
1306
Doheny Asset Management
California
$201K +$200K +1,725 New
TPCW
1307
TD Private Client Wealth
New York
$200K -$20.5K -177 -9%
VCM
1308
Vigilant Capital Management
Maine
$198K
MCM
1309
Manchester Capital Management
Vermont
$188K
FPFS
1310
First Personal Financial Services
North Carolina
$187K -$22K -190 -11%
TF
1311
Tompkins Financial
New York
$175K +$174K +1,500 New
RIM
1312
Rockbridge Investment Management
New York
$171K +$348 +3 +0.2%
CWC
1313
Carolinas Wealth Consulting
North Carolina
$169K -$26.2K -226 -13%
HBT
1314
Hills Bank & Trust
Iowa
$166K +$166K +1,430 New
DOA
1315
D'Orazio & Associates
Virginia
$164K +$28.9K +249 +21%
HWA
1316
HHM Wealth Advisors
Tennessee
$163K
DAM
1317
Delta Asset Management
Tennessee
$158K -$21K -181 -12%
JFGIW
1318
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$155K +$155K +1,336 New
CPWM
1319
Cypress Point Wealth Management
Texas
$150K
FBT
1320
First Bank & Trust
South Dakota
$149K +$6.96K +60 +5%
EBA
1321
Eagle Bay Advisors
New York
$146K +$67.8K +584 +88%
HWMA
1322
Heritage Wealth Management (Arizona)
Arizona
$144K
MA
1323
MCF Advisors
Kentucky
$142K +$83.4K +719 +144%
FA
1324
Fortis Advisors
Pennsylvania
$140K
LS
1325
Leelyn Smith
Illinois
$136K -$2.9K -25 -2%