We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
926
Sippican Capital Advisors
Massachusetts
$693K
ACIM
927
Azimuth Capital Investment Management
Michigan
$693K
FPGK
928
Financial Partners Group (Kansas)
Kansas
$692K -$77.4K -896 -12%
EWM
929
EPG Wealth Management
Georgia
$692K +$19.4K +224 +3%
WIM
930
WealthPlan Investment Management
Nebraska
$689K -$366K -4,242 -36%
SEP
931
Southland Equity Partners
Missouri
$688K +$24.8K +287 +4%
LC
932
LCNB Corp
Ohio
$687K +$35.2K +407 +6%
MMG
933
Monetary Management Group
Missouri
$686K +$32.4K +375 +5%
ST
934
Sabal Trust
Florida
$686K +$637K +7,375 New
LW
935
Linscomb Wealth
Texas
$682K +$2.42K +28 +0.4%
HCPC
936
Hamilton Capital Partners (Canada)
$679K
HTC
937
Haverford Trust Company
Pennsylvania
$679K
FWCM
938
Ferguson Wellman Capital Management
Oregon
$673K -$23.2K -268 -4%
OFG
939
Oxford Financial Group
Indiana
$673K +$625K +7,235 New
GGS
940
Galvin Gaustad & Stein
Arizona
$670K
LCM
941
Landscape Capital Management
New Jersey
$669K +$622K +7,195 New
BFWA
942
Benchmark Financial Wealth Advisors
Florida
$668K +$236K +2,734 +61%
WWM
943
Westwood Wealth Management
California
$665K +$4.32K +50 +0.7%
GCM
944
Gables Capital Management
Florida
$663K +$4.32K +50 +0.7%
KeyBank National Association
945
KeyBank National Association
Ohio
$660K +$36K +417 +6%
EFMC
946
Empire Financial Management Company
New York
$658K
KWA
947
Kingswood Wealth Advisors
California
$658K +$611K +7,072 New
FFN
948
Focus Financial Network
Minnesota
$657K +$3.71K +43 +0.6%
WAM
949
Walker Asset Management
Missouri
$654K +$5.96K +69 +1%
EM
950
Excalibur Management
Massachusetts
$654K +$2.07K +24 +0.3%