We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CC
551
Chicago Capital
Illinois
$3.65M -$91.9K -736 -3%
WP
552
WealthPLAN Partners
Nebraska
$3.6M +$632K +5,059 +23%
CWM
553
Congress Wealth Management
Massachusetts
$3.6M -$1.1M -8,825 -24%
WorldQuant Millennium Advisors
554
WorldQuant Millennium Advisors
New York
$3.58M +$3.12M +24,965 +1,091%
RWS
555
Resolute Wealth Strategies
Mississippi
$3.56M +$24.9K +199 +0.7%
HIC
556
Holderness Investments Company
North Carolina
$3.53M +$12.7K +102 +0.4%
RWM
557
RKL Wealth Management
Pennsylvania
$3.53M +$168K +1,344 +5%
DLCIG
558
D.L. Carlson Investment Group
New Hampshire
$3.53M +$3.35M +26,864 New
MGP
559
Metis Global Partners
California
$3.53M -$11.2K -90 -0.3%
CPA
560
Capital Planning Advisors
California
$3.52M -$395K -3,160 -11%
RPCONE
561
Retirement Planning Company of New England
Rhode Island
$3.52M -$165K -1,320 -5%
CIA
562
Cohen Investment Advisors
New Hampshire
$3.52M +$103K +825 +3%
TSWM
563
Tyler-Stone Wealth Management
Ohio
$3.49M -$46.1K -369 -1%
GT
564
Glenview Trust
Kentucky
$3.48M +$10.2K +82 +0.3%
BLC
565
Brown, Lisle/Cummings
Rhode Island
$3.48M
CA
566
Cullinan Associates
Kentucky
$3.47M +$300K +2,400 +10%
ACGA
567
Atlanta Consulting Group Advisors
Georgia
$3.47M +$3.29M +26,377 New
DILIC
568
Dai-ichi Life Insurance Company
Japan
$3.46M -$59.3K -475 -2%
FHA
569
Flagship Harbor Advisors
Massachusetts
$3.46M +$7.24K +58 +0.2%
BHA
570
Beech Hill Advisors
New York
$3.45M +$152K +1,220 +5%
AFM
571
Abbot Financial Management
Massachusetts
$3.44M +$41.2K +330 +1%
SPFA
572
Summit Place Financial Advisors
New Jersey
$3.44M -$50.6K -405 -2%
ECG
573
Edge Capital Group
Georgia
$3.43M -$1.84M -14,697 -36%
VIM
574
Vinva Investment Management
Australia
$3.43M +$714K +5,720 +28%
GAM
575
Grandview Asset Management
Pennsylvania
$3.42M +$125 +1 +0%