We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
TCM
1401
Triumph Capital Management
Colorado
$356K – – –
TL
1402
Tradewinds LLC
North Carolina
$356K +$338K +2,707 New
RZH
1403
Relyea Zuckerberg Hanson
Connecticut
$355K -$23.4K -187 -6%
FCP
1404
Fidelis Capital Partners
Florida
$355K +$337K +2,700 New
SPC
1405
Spirepoint Private Client
Florida
$353K +$336K +2,689 New
IW
1406
Imprint Wealth
South Carolina
$353K +$336K +2,693 New
CFGS
1407
Concourse Financial Group Securities
Alabama
$352K -$128K -1,022 -28%
NHC
1408
Nicholas Hoffman & Company
Georgia
$350K +$36.6K +293 +12%
AC
1409
Allstate Corporation
Illinois
$349K -$1.5K -12 -0.4%
CPA
1410
Capital Performance Advisors
California
$349K +$7.87K +63 +2%
PFM
1411
Peak Financial Management
Massachusetts
$349K +$64.1K +513 +24%
AL
1412
Aspiriant LLC
California
$349K +$331K +2,653 New
VT
1413
Vise Technologies
New York
$349K +$32.8K +263 +11%
EWM
1414
Evermay Wealth Management
Virginia
$348K +$2.25K +18 +0.7%
CI
1415
Conning Inc
Connecticut
$347K -$16.2K -130 -5%
KAM
1416
Knightsbridge Asset Management
California
$347K – – –
SWA
1417
SOA Wealth Advisors
New York
$347K +$375 +3 +0.1%
DFG
1418
Delta Financial Group
New Jersey
$346K -$2.5K -20 -0.8%
RA
1419
Rise Advisors
New York
$346K +$33.1K +265 +11%
BWP
1420
Balboa Wealth Partners
Arizona
$345K +$328K +2,624 New
SAW
1421
Signal Advisors Wealth
Michigan
$344K +$8.62K +69 +3%
PP
1422
Patten & Patten
Tennessee
$343K – – –
EL
1423
Essex LLC
Illinois
$342K – – –
CAM
1424
Creekmur Asset Management
Illinois
$342K – – –
AFS
1425
Aft Forsyth & Sober
Florida
$342K +$450K +3,600 +138%
55 56
57
58 59