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Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GWM
201
Greenwich Wealth Management
Connecticut
$2.51M – – –
SFP
202
Shepherd Financial Partners
Massachusetts
$2.48M +$1.92K +58 +0.1%
EIP
203
Ellis Investment Partners
Pennsylvania
$2.47M +$2.54M +76,736 New
PA
204
Pinnacle Associates
New York
$2.43M -$14.1K -428 -0.5%
MCP
205
Mirador Capital Partners
California
$2.4M -$165K -4,977 -6%
BI
206
Bramshill Investments
Florida
$2.36M +$488K +14,774 +23%
BA
207
Bristol Advisors
Pennsylvania
$2.35M -$271K -8,200 -9%
CCM
208
Compton Capital Management
Rhode Island
$2.29M -$66.1K -2,000 -3%
BCM
209
Bourgeon Capital Management
Connecticut
$2.24M -$273K -8,250 -10%
SC
210
Scotia Capital
Ontario, Canada
$2.21M -$708K -21,405 -22%
H
211
HoyleCohen
California
$2.21M +$278K +8,400 +13%
IAA
212
Independent Advisor Alliance
North Carolina
$2.17M +$245K +7,427 +11%
NIM
213
Northeast Investment Management
Massachusetts
$2.16M +$269K +8,139 +13%
TSS
214
Thomas Story & Son
Indiana
$2.12M – – –
MWNA
215
Marshall Wace North America
New York
$2.09M -$13.2M -399,680 -85%
CBA
216
Coastal Bridge Advisors
Connecticut
$2.08M -$144K -4,349 -6%
UIC
217
Uniplan Investment Counsel
Wisconsin
$2.07M -$196K -5,939 -8%
FIM
218
Frontier Investment Management
Texas
$2.06M -$16.5K -500 -0.7%
FAM
219
Fred Alger Management
New York
$2.05M -$84.8M -2,564,557 -97%
BHB
220
Bank Hapoalim BM
Israel
$2.03M +$355K +10,733 +19%
PMG
221
ProVise Management Group
Florida
$1.99M -$159K -4,825 -7%
WCM
222
Weatherstone Capital Management
Colorado
$1.97M +$1.71M +51,703 New
SC
223
Slow Capital
California
$1.97M +$563K +17,042 +35%
GIM
224
Grassi Investment Management
California
$1.96M – – –
SCA
225
Strategic Capital Advisers
Colorado
$1.96M +$1.21M +36,735 +127%
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