We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SFFS
1151
Stonehage Fleming Financial Services
Jersey
$387K -$13.7K -159 -4%
SFP
1152
Sweet Financial Partners
Minnesota
$386K -$86 -1 -0%
CPA
1153
Cowen Prime Advisors
New York
$384K – – –
OA
1154
Operose Advisors
Wisconsin
$381K +$1.99K +23 +0.6%
CG
1155
Caprock Group
Idaho
$378K -$21.3K -247 -6%
CWM
1156
C2C Wealth Management
Arizona
$375K +$310K +3,594 New
CG
1157
Castellan Group
Kentucky
$374K +$348K +4,028 New
APP
1158
Avantax Planning Partners
Iowa
$374K +$37.2K +431 +12%
PFGIA
1159
Patriot Financial Group Insurance Agency
Massachusetts
$374K +$2.16K +25 +0.6%
SP
1160
Symmetry Partners
Connecticut
$373K -$109K -1,260 -24%
DPI
1161
Diversified Portfolios Inc
Michigan
$372K -$8.72K -101 -2%
LFASL
1162
Lugano Financial Advisors SA (LFA)
Switzerland
$372K +$346K +4,000 New
GJIA
1163
Glass Jacobson Investment Advisors
Maryland
$371K +$345K +3,992 New
FBC
1164
Fairfield, Bush & Co
Connecticut
$368K -$38.8K -449 -10%
ISL
1165
Ingalls & Snyder LLC
New York
$367K -$16.2K -187 -5%
BC
1166
Burney Company
Virginia
$367K -$1.9K -22 -0.6%
CPC
1167
Cookson Peirce & Co
Pennsylvania
$366K -$19.6K -227 -5%
OHWA
1168
Oak Hill Wealth Advisors
Virginia
$365K +$12.3K +142 +4%
CCA
1169
Covey Capital Advisors
Georgia
$364K – – –
CWS
1170
Cypress Wealth Services
California
$364K -$8.55K -99 -3%
CA
1171
Cornerstone Advisory
Maryland
$362K +$691 +8 +0.2%
AFPL
1172
Advus Financial Partners, LLC
Florida
$361K +$91K +1,054 +37%
PO
1173
Private Ocean
California
$360K – – –
FB
1174
Fulton Bank
Pennsylvania
$360K -$30.1K -348 -8%
RFN
1175
Redwood Financial Network
Ohio
$360K – – –
45 46
47
48 49