We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CPSC
1426
Carl P. Sherr & Co
Massachusetts
$295K – – –
KWS
1427
Keystone Wealth Services
California
$292K – – –
SPL
1428
Smart Portfolios LLC
Washington
$292K +$243K +2,245 New
LPT
1429
Legacy Private Trust
Wisconsin
$292K – – –
GWM
1430
Gray Wealth Management
Maine
$291K -$43.2K -399 -15%
CWM
1431
Concentric Wealth Management
California
$290K – – –
MA
1432
Montag & Associates
Georgia
$290K +$65.9K +609 +38%
OCM
1433
One Capital Management
California
$288K -$28.3K -262 -11%
IA
1434
IFG Advisory
Georgia
$288K +$2.27K +21 +1%
SAF
1435
Smith Anglin Financial
Texas
$286K +$1.62K +15 +0.7%
LFA
1436
Landmark Financial Advisors
Kentucky
$285K -$8.44K -78 -3%
HHGA
1437
Halbert Hargrove Global Advisors
California
$283K +$5.95K +55 +3%
TFA
1438
Teamwork Financial Advisors
Texas
$282K -$32.1K -297 -12%
GS
1439
Gagnon Securities
New York
$282K -$5.19K -48 -2%
MCA
1440
Millennium Capital Advisors
Arkansas
$281K +$21.6K +200 +10%
CIC
1441
Carnegie Investment Counsel
Ohio
$281K -$58.5K -541 -20%
ORI
1442
Oak Ridge Investments
Illinois
$281K +$232K +2,147 New
OFS
1443
OneAscent Financial Services
Alabama
$281K +$2.16K +20 +0.9%
PFM
1444
Peak Financial Management
Massachusetts
$280K +$1.41K +13 +0.6%
GWM
1445
GSB Wealth Management
Connecticut
$280K -$10.8K -100 -4%
IIA
1446
IPG Investment Advisors
California
$278K -$50.2K -464 -18%
CCA
1447
Clearwater Capital Advisors
Illinois
$277K -$56.3K -520 -20%
AC
1448
Abbrea Capital
California
$277K – – –
WP
1449
WMS Partners
Maryland
$277K -$974K -9,006 -81%
SFM
1450
Signet Financial Management
New Jersey
$276K -$57.4K -531 -20%
56 57
58
59 60