We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
FFG
1401
Frisch Financial Group
New York
$249K +$1.07K +8 +0.4%
JFA
1402
JNBA Financial Advisors
Minnesota
$248K – – –
PI
1403
Pettee Investors
Connecticut
$248K +$256K +1,920 New
MSL
1404
Mackay Shields LLC
New York
$246K – – –
HH
1405
Hilltop Holdings
Texas
$243K -$79.5K -596 -24%
RIA
1406
Regal Investment Advisors
Michigan
$243K +$250K +1,876 New
Level Four Advisory Services
1407
Level Four Advisory Services
Texas
$242K +$249K +1,869 New
PAM
1408
Palisade Asset Management
Minnesota
$241K – – –
PO
1409
Private Ocean
California
$241K – – –
Park National Corp
1410
Park National Corp
Ohio
$240K – – –
BWP
1411
Bernardo Wealth Planning
Pennsylvania
$240K +$248K +1,860 New
CB
1412
Cadence Bank
Mississippi
$239K – – –
SRC
1413
Shufro Rose & Co
New York
$239K – – –
Miracle Mile Advisors
1414
Miracle Mile Advisors
California
$238K -$120K -900 -33%
MWA
1415
Monograph Wealth Advisors
California
$236K +$243K +1,825 New
HR
1416
Hayden Royal
North Carolina
$235K -$2.94M -22,015 -92%
Emerald Mutual Fund Advisers Trust
1417
Emerald Mutual Fund Advisers Trust
Pennsylvania
$235K – – –
PPW
1418
Parcion Private Wealth
Washington
$235K – – –
CWC
1419
Carolinas Wealth Consulting
North Carolina
$235K +$48.1K +361 +25%
CWP
1420
Concord Wealth Partners
Virginia
$235K +$176K +1,319 +265%
First Citizens Bank & Trust
1421
First Citizens Bank & Trust
North Carolina
$234K -$66K -495 -21%
GWA
1422
GGM Wealth Advisors
Maryland
$234K -$46K -345 -15%
MMPW
1423
Mitchell McLeod Pugh & Williams
Alabama
$234K – – –
CFD
1424
Creative Financial Designs
Indiana
$233K -$44.8K -336 -16%
TIA
1425
Trust Investment Advisors
Indiana
$233K – – –