We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BCWM
926
Bartlett & Co Wealth Management
Ohio
$46.5K +$33.3K +641 +337%
BFC
927
Bedel Financial Consulting
Indiana
$45K – – –
IRC
928
Investors Research Corp
Georgia
$45K – – –
TF
929
TimeScale Financial
Massachusetts
$43K – – –
OPS
930
Orion Portfolio Solutions
Nebraska
$42K +$39K +751 New
AWMS
931
Advocacy Wealth Management Services
Georgia
$39K – – –
SIS
932
Sound Income Strategies
Florida
$36K +$156 +3 +0.5%
LWCFA
933
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$35K – – –
LWA
934
Lenox Wealth Advisors
New York
$32K – – –
TC
935
Trust Company
Kansas
$32K +$29.8K +575 New
FP
936
Financial Perspectives
Minnesota
$31.3K +$29.1K +560 New
DAM
937
Delta Asset Management
Tennessee
$31K -$17.2K -331 -38%
CCMW
938
Cypress Capital Management (Wyoming)
Wyoming
$31K – – –
BWA
939
Burt Wealth Advisors
Maryland
$30K – – –
PCG
940
Private Capital Group
Connecticut
$29K +$21.9K +422 +370%
FFC
941
First Financial Corp
Indiana
$28K -$5.19K -100 -17%
CAL
942
Capital Advisors Ltd
Ohio
$28K – – –
CHA
943
Carmichael Hill & Associates
Maryland
$28K +$26K +502 New
HWM
944
Howard Wealth Management
Connecticut
$27K +$25.9K +500 New
AF
945
Allworth Financial
California
$26K +$19K +367 +360%
TCOV
946
Trust Company of Vermont
Vermont
$24K – – –
VCM
947
Vigilant Capital Management
Maine
$24K – – –
WAS
948
Winch Advisory Services
Wisconsin
$24K +$4.62K +89 +26%
EP
949
Eudaimonia Partners
Tennessee
$24K +$22.1K +426 New
FHA
950
First Horizon Advisors
Tennessee
$23K +$52 +1 +0.2%
36 37
38
39 40