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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CF
151
CNA Financial
Illinois
$4.09M +$3.67M +92,000 New
ACG
152
Allen Capital Group
Nebraska
$4.08M -$7.02K -176 -0.2%
BG
153
Bahl & Gaynor
Ohio
$4.04M – – –
SSG
154
Summit Securities Group
New York
$4.02M +$3.61M +90,400 New
SCM
155
SOL Capital Management
Maryland
$3.85M -$269K -6,750 -7%
SC
156
Scotia Capital
Ontario, Canada
$3.82M +$408K +10,236 +14%
PA
157
Pinnacle Associates
New York
$3.82M +$236K +5,922 +7%
CBTWT
158
Community Bank & Trust (Waco, Texas)
Texas
$3.78M -$69K -1,731 -2%
TC
159
Telemus Capital
Michigan
$3.77M +$2.67M +66,975 +380%
OIA
160
OneDigital Investment Advisors
Kansas
$3.74M +$3.33M +83,550 +11,834%
GWM
161
Greenwich Wealth Management
Connecticut
$3.74M – – –
SFP
162
Shepherd Financial Partners
Massachusetts
$3.7M +$638 +16 +0%
POIA
163
Pin Oak Investment Advisors
Texas
$3.62M -$393K -9,860 -11%
IAA
164
Independent Advisor Alliance
North Carolina
$3.6M +$263K +6,595 +9%
BIC
165
Beach Investment Counsel
Pennsylvania
$3.57M – – –
BFS
166
Bradley Foster & Sargent
Connecticut
$3.41M +$2.61M +65,500 +581%
CCM
167
Compton Capital Management
Rhode Island
$3.41M +$5.98K +150 +0.2%
MCP
168
Mirador Capital Partners
California
$3.39M -$53.6K -1,345 -2%
CSA
169
Cottage Street Advisors
Massachusetts
$3.35M +$9.85K +247 +0.3%
NIM
170
Northeast Investment Management
Massachusetts
$3.29M +$106K +2,659 +4%
TSS
171
Thomas Story & Son
Indiana
$3.15M – – –
BTS
172
BB&T Securities
Virginia
$3.12M -$1.31M -32,819 -32%
CBA
173
Coastal Bridge Advisors
Connecticut
$3.06M – – –
FIM
174
Frontier Investment Management
Texas
$3.06M +$33.2K +832 +1%
BCM
175
Bluefin Capital Management
New York
$3.04M +$2.73M +68,500 New
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