We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
501
Centric Wealth Management
Illinois
$272K +$758 +19 +0.3%
BIA
502
Barry Investment Advisors
Massachusetts
$269K +$558 +14 +0.2%
GLA
503
Good Life Advisors
Pennsylvania
$269K +$242K +6,065 New
FPFS
504
First Personal Financial Services
North Carolina
$267K -$82.6K -2,070 -26%
ACM
505
Alethea Capital Management
Washington
$267K
MCA
506
Mercer Capital Advisers
New Jersey
$267K
SG
507
Somerset Group
Minnesota
$267K
Lazard Asset Management
508
Lazard Asset Management
New York
$266K
FT
509
Fiduciary Trust
Massachusetts
$260K +$234K +5,868 New
FPGK
510
Financial Partners Group (Kansas)
Kansas
$259K -$47.1K -1,180 -17%
BS
511
Boenning & Scattergood
Pennsylvania
$258K -$79.2K -1,987 -25%
AT
512
Arden Trust
Delaware
$258K
MC
513
Mathes Company
New York
$258K
NWP
514
Northstar Wealth Partners
Connecticut
$257K
PAG
515
Pinnacle Advisory Group
Maryland
$257K
JCM
516
Janney Capital Management
Pennsylvania
$255K
PFGIA
517
Patriot Financial Group Insurance Agency
Massachusetts
$252K +$120 +3 +0.1%
LHC
518
Little House Capital
Massachusetts
$252K +$47.9K +1,200 +30%
GWM
519
Graybill Wealth Management
Illinois
$244K +$219K +5,500 New
FNT
520
First National Trust
Pennsylvania
$243K +$218K +5,458 New
ATFA
521
All Terrain Financial Advisors
Minnesota
$239K -$11.4K -287 -5%
AWM
522
AE Wealth Management
Kansas
$238K +$214K +5,363 New
DHFB
523
Dixon Hubard Feinour & Brown
Virginia
$235K +$211K +5,300 New
American Century Companies
524
American Century Companies
Missouri
$234K -$104K -2,598 -33%
CCA
525
Catalyst Capital Advisors
New York
$233K