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Valmark Advisers Inc. Sells 171 Shares of Blackstone Inc. (NYSE:BX)

Valmark Advisers Inc. Sells 171 Shares of Blackstone Inc. (NYSE:BX)
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Adell Harriman & Carpenter Inc. Has $36.73 Million Holdings in Blackstone Inc. (NYSE:BX)

Adell Harriman & Carpenter Inc. Has $36.73 Million Holdings in Blackstone Inc. (NYSE:BX)
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RWA Wealth Partners LLC Invests $753,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)

RWA Wealth Partners LLC Invests $753,000 in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI)
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4,350 Shares in iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI) Purchased by BIP Wealth LLC

BIP Wealth LLC bought a new position in shares of iShares MSCI KLD 400 Social ETF (NYSEARCA:DSI – Free Report) in the fourth quarter, according to the company in its most recent filing with the SEC. The firm bought 4,350 shares of the company’s stock, valued at approximately $396,000. A number of other hedge funds […]

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The Toronto-Dominion Bank (NYSE:TD) is Lorne Steinberg Wealth Management Inc.'s 5th Largest Position

The Toronto-Dominion Bank (NYSE:TD) is Lorne Steinberg Wealth Management Inc.'s 5th Largest Position
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