We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
HFA
1701
High Falls Advisors
New York
– -$224K -1,922 Closed
MCM
1702
Monument Capital Management
Virginia
– -$220K -1,890 Closed
Carnegie Investment Counsel
1703
Carnegie Investment Counsel
Ohio
– -$213K -1,829 Closed
CRIG
1704
Charter Research & Investment Group
Connecticut
– -$208K -1,790 Closed
DOA
1705
D'Orazio & Associates
Virginia
– -$164K -1,412 Closed
CPWM
1706
Cypress Point Wealth Management
Texas
– -$150K -1,290 Closed
MCF Advisors
1707
MCF Advisors
Kentucky
– -$142K -1,219 Closed
SM
1708
SG3 Management
Puerto Rico
– -$128K -1,100 Closed
DFCM
1709
Dark Forest Capital Management
Puerto Rico
– -$87K -750 Closed
CAGAS
1710
Capital Advisory Group Advisory Services
Minnesota
– -$77K -665 Closed
EWA
1711
Evolution Wealth Advisors
Florida
– -$58K -500 Closed
HFS
1712
Horizon Financial Services
North Carolina
– -$58K -500 Closed
IWA
1713
IBEX Wealth Advisors
New Jersey
– -$55K -472 Closed
TC
1714
Truvestments Capital
Florida
– -$35K -300 Closed
LWM
1715
Liberty Wealth Management
California
– -$32K -271 Closed
AFS
1716
Annapolis Financial Services
Maryland
– -$23K -200 Closed
M
1717
MOTCO
Texas
– -$22K -188 Closed
SSC
1718
Syverson Strege & Co
Iowa
– -$11K -91 Closed
SFP
1719
Sterling Financial Planning
New Jersey
– -$10K -85 Closed
RA
1720
Resolute Advisors
California
– -$8K -66 Closed
APWA
1721
Atlas Private Wealth Advisors
New Jersey
– -$7K -57 Closed
CFA
1722
Cahill Financial Advisors
Minnesota
– -$4K -35 Closed
BMD
1723
Better Money Decisions
New Mexico
– -$4K -33 Closed
DWA
1724
Delos Wealth Advisors
Texas
– -$4K -32 Closed