We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1551
CCG Wealth Management
California
$249K +$237K +1,894 New
TAM
1552
Titleist Asset Management
Texas
$247K -$23.5K -188 -9%
BF
1553
Blankinship & Foster
California
$247K
TCOV
1554
Trust Company of Vermont
Vermont
$246K
HPM
1555
Hoxton Planning & Management
West Virginia
$245K +$16K +128 +7%
OL
1556
OneFund LLC
Florida
$244K -$1.75K -14 -0.7%
FMII
1557
Farmers & Merchants Investments Inc
Nebraska
$244K
LA
1558
LVW Advisors
New York
$243K +$21.2K +170 +10%
FSC
1559
Full Sail Capital
Oklahoma
$243K -$1.87K -15 -0.8%
BTWM
1560
Baker Tilly Wealth Management
Wisconsin
$243K -$1.5K -12 -0.6%
PCA
1561
Peddock Capital Advisors
Massachusetts
$242K +$5.12K +41 +2%
TFA
1562
Teamwork Financial Advisors
Texas
$242K -$39.5K -316 -15%
NCM
1563
Novare Capital Management
North Carolina
$242K +$16.2K +130 +8%
PPW
1564
Parcion Private Wealth
Washington
$241K +$229K +1,835 New
BCM
1565
Brown Capital Management
Maryland
$240K
PPWM
1566
PFG Private Wealth Management
Florida
$240K -$22.5K -180 -9%
RT
1567
Rockland Trust
Massachusetts
$240K
OWMIAS
1568
One Wealth Management Investment & Advisory Services
Florida
$239K -$25.1K -201 -10%
Empower Advisory Group
1569
Empower Advisory Group
Colorado
$239K -$31K -248 -12%
BPC
1570
Banque Pictet & Cie
Switzerland
$239K
MTC
1571
McDaniel Terry & Co
Texas
$239K +$14.7K +118 +7%
GFS
1572
GYL Financial Synergies
Connecticut
$239K -$23K -184 -9%
PA
1573
PFG Advisors
Arizona
$238K -$33.8K -271 -13%
MS
1574
Maven Securities
Jersey
$238K +$226K +1,808 New
CANC
1575
Culbertson A N & Co
Virginia
$236K