We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
ISWM
826
Independent Solutions Wealth Management
New York
$259K +$38.8K +725 +17%
BB
827
Busey Bank
Illinois
$255K -$25.4K -475 -9%
BBHC
828
Brown Brothers Harriman & Co
New York
$255K -$16.6K -310 -6%
WA1
829
Wimmer Associates 1
California
$255K +$262K +4,888 New
RE
830
RBC Europe
United Kingdom
$255K
BRG
831
Bay Rivers Group
Virginia
$246K -$2.68K -50 -1%
WA
832
WealthTrust Axiom
Pennsylvania
$245K
WF
833
Welch & Forbes
Massachusetts
$245K
FFN
834
Focus Financial Network
Minnesota
$245K +$251K +4,685 New
RWA
835
Ropes Wealth Advisors
Massachusetts
$244K -$55.5K -1,037 -18%
OPA
836
Old Port Advisors
Maine
$244K +$9.31K +174 +4%
IF
837
IRON Financial
Illinois
$244K +$250K +4,668 New
HR
838
Hayden Royal
North Carolina
$240K -$30.2K -564 -11%
QAM
839
QCI Asset Management
New York
$239K
MHIC
840
Marble Harbor Investment Counsel
Massachusetts
$235K -$58.9K -1,100 -20%
FPFS
841
First Personal Financial Services
North Carolina
$235K
ECG
842
Edge Capital Group
Georgia
$235K +$241K +4,505 New
RC
843
RegentAtlantic Capital
New Jersey
$233K -$161 -3 -0.1%
SIC
844
Shoker Investment Counsel
Ohio
$232K
HCM
845
Howland Capital Management
Massachusetts
$230K
FMC
846
First Merchants Corp
Indiana
$230K +$16.1K +300 +7%
AIM
847
Anchor Investment Management
South Carolina
$230K
WWM
848
Windsor Wealth Management
Indiana
$229K -$364K -6,799 -61%
AW
849
ACG Wealth
Georgia
$228K +$22.5K +420 +11%
MWM
850
Minot Wealth Management
Massachusetts
$227K