We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
JSW
1426
Journey Strategic Wealth
New Jersey
$315K +$1.35K +11 +0.4%
IAG
1427
Investmark Advisory Group
Connecticut
$315K -$1.97K -16 -0.6%
CFS
1428
CRA Financial Services
New Jersey
$315K
CI
1429
CX Institutional
Indiana
$315K +$13.9K +113 +5%
DWT
1430
Dorsey & Whitney Trust
South Dakota
$314K +$58.3K +474 +23%
MWM
1431
Meridian Wealth Management
Kentucky
$314K +$312K +2,537 New
ISL
1432
Ingalls & Snyder LLC
New York
$314K -$51.6K -419 -14%
SHFA
1433
SC&H Financial Advisors
Maryland
$313K
CI Investments Inc
1434
CI Investments Inc
Ontario, Canada
$313K -$5.91K -48 -2%
SPC
1435
Spirepoint Private Client
Florida
$313K -$20.2K -164 -6%
IA
1436
IFP Advisors
Florida
$312K -$38.1K -310 -11%
TAM
1437
Trillium Asset Management
Massachusetts
$311K -$59.7K -485 -16%
FWM
1438
Foguth Wealth Management
Michigan
$311K +$1.23K +10 +0.4%
Federated Hermes
1439
Federated Hermes
Pennsylvania
$310K -$119K -963 -28%
SAW
1440
Signal Advisors Wealth
Michigan
$310K -$14.6K -119 -5%
OPPS
1441
Obsidian Personal Planning Solutions
Maryland
$310K
PC
1442
Port Capital
Illinois
$309K +$3.94K +32 +1%
GFS
1443
GYL Financial Synergies
Connecticut
$308K +$82.9K +674 +37%
REMPR
1444
Roof Eidam Maycock Peralta (REMP)
California
$308K +$53.5K +435 +21%
SAM
1445
Secure Asset Management
Michigan
$306K -$229K -1,865 -43%
CFGS
1446
Concourse Financial Group Securities
Alabama
$306K -$25K -203 -8%
OWP
1447
Obermeyer Wealth Partners
Colorado
$305K -$78.6K -639 -21%
NCFG
1448
New Century Financial Group
New Jersey
$304K +$114K +923 +60%
AL
1449
Aspiriant LLC
California
$302K -$25.8K -210 -8%
WFG
1450
Wills Financial Group
Virginia
$302K +$301K +2,442 New