We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1601
Curi Wealth Management
North Carolina
$22K +$23.5K +176 New
DI
1602
Disciplined Investments
Oklahoma
$20K +$20.4K +153 New
HDIM
1603
Hanson & Doremus Investment Management
Vermont
$19K -$2.13K -16 -10%
CFFP
1604
Center for Financial Planning
Michigan
$19K – – –
TFS
1605
TrustCore Financial Services
Tennessee
$19K – – –
TCOV
1606
Trust Company of Vermont
Vermont
$19K +$20K +150 New
JGIA
1607
Jackson Grant Investment Advisers
Connecticut
$18K – – –
SBL
1608
Sargent Bickham Lagudis
Colorado
$16K -$73.1K -548 -82%
IBOK
1609
Independence Bank of Kentucky
Kentucky
$16K – – –
SGAM
1610
Smith Group Asset Management
Texas
$16K – – –
TFGT
1611
TS Financial Group (TSFG)
Illinois
$16K – – –
RA
1612
Rise Advisors
New York
$15.6K +$16.1K +121 New
BCM
1613
Bourgeon Capital Management
Connecticut
$15K – – –
CTB
1614
Country Trust Bank
Illinois
$15K – – –
MIM
1615
Macroview Investment Management
Maryland
$15K +$133 +1 +0.9%
FFC
1616
First Financial Corp
Indiana
$15K +$2.13K +16 +16%
GWMI
1617
Guardian Wealth Management (Illinois)
Illinois
$15K +$15.2K +114 New
BCPWM
1618
Bradley & Co Private Wealth Management
Florida
$13K – – –
PA
1619
PSI Advisors
Florida
$13K – – –
SJIM
1620
St. Johns Investment Management
Florida
$13K – – –
TCWA
1621
Ten Capital Wealth Advisors
Washington
$13K – – –
BA
1622
Bivin & Associates
Oklahoma
$12K +$12K +90 New
EA
1623
Evolution Advisers
Virginia
$12K +$13.3K +100 New
EI
1624
Ellevest Inc
New York
$11K +$8.27K +62 +238%
MCM
1625
MV Capital Management
Maryland
$10K – – –
63 64
65
66 67