We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
TF
1526
TimeScale Financial
Massachusetts
$106K
EW
1527
Evoke Wealth
California
$104K
CFO
1528
CVA Family Office
Colorado
$104K +$33.7K +253 +46%
TC
1529
TAP Consulting
Missouri
$104K +$107K +800 New
WB
1530
Webster Bank
Connecticut
$99K
CFN
1531
Cordasco Financial Network
Florida
$99K +$667 +5 +0.7%
CWM
1532
CarsonAllaria Wealth Management
Illinois
$98K +$100K +753 New
CFRPA
1533
Castle Financial & Retirement Planning Associates
New Jersey
$94K +$97.1K +728 New
KFP
1534
KB Financial Partners
New Jersey
$94K +$97.3K +730 New
JRFS
1535
James Reed Financial Services
Ohio
$92K +$240K +1,803 New
PH
1536
Pinnacle Holdings
Oklahoma
$90.6K +$93.3K +700 New
CHC
1537
City Holding Co
West Virginia
$88K
PCMC
1538
Paragon Capital Management (Colorado)
Colorado
$86K +$88.4K +663 New
BHWM
1539
Beaird Harris Wealth Management
Texas
$85K +$87.3K +655 New
EBA
1540
Eagle Bay Advisors
New York
$81K -$83.2K -624 -50%
AWM
1541
Avior Wealth Management
Nebraska
$80K +$28.1K +211 +51%
LWA
1542
Lenox Wealth Advisors
New York
$79K -$1.87K -14 -2%
SFPG
1543
Stonebridge Financial Planning Group
Florida
$77K
ARMC
1544
American Research & Management Company
Massachusetts
$73K
FP
1545
Financial Perspectives
Minnesota
$72.5K
CCMW
1546
Cypress Capital Management (Wyoming)
Wyoming
$72K
SWM
1547
Sugarloaf Wealth Management
Georgia
$70K +$533 +4 +0.7%
WAM
1548
WFA Asset Management
Wisconsin
$69.5K +$71.6K +537 New
PFA
1549
Professional Financial Advisors
Nebraska
$68K +$533 +4 +0.8%
CAL
1550
Capital Advisors Ltd
Ohio
$66K +$1.07K +8 +2%