We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
351
Independent Advisor Alliance
North Carolina
$8.23M +$195K +1,582 +2%
ORC
352
O'Rourke & Company
Massachusetts
$8.21M +$47.6K +387 +0.6%
TCM
353
Teza Capital Management
Illinois
$8.16M +$4.66M +37,880 +135%
NFC
354
Northeast Financial Consultants
Connecticut
$8.15M -$89.2K -725 -1%
ACM
355
Alpha Capital Management
Texas
$8.09M -$11.1K -90 -0.1%
BWM
356
BigSur Wealth Management
Florida
$8.02M -$11.1K -90 -0.1%
AACA
357
American Assets Capital Advisers
California
$7.96M -$2.65M -21,528 -25%
TCA
358
Transcend Capital Advisors
New Jersey
$7.83M +$411K +3,336 +6%
EMPI
359
Elo Mutual Pension Insurance
Finland
$7.76M -$276K -2,243 -3%
EWA
360
EverSource Wealth Advisors
Alabama
$7.7M +$674K +5,479 +11%
BFA
361
Bragg Financial Advisors
North Carolina
$7.65M +$67.9K +552 +0.9%
OPERF
362
Oregon Public Employees Retirement Fund
Oregon
$7.59M -$21.5K -175 -0.3%
IFG
363
Independent Financial Group
California
$7.56M -$2.73M -22,221 -27%
MFFIA
364
McIntyre, Freedman & Flynn Investment Advisers
Massachusetts
$7.56M -$68.5K -557 -0.9%
AWS
365
Atria Wealth Solutions
New York
$7.51M -$1.88M -15,300 -20%
SHA
366
Seneca House Advisors
Virginia
$7.5M +$91.3K +742 +1%
OAM
367
Oppenheimer Asset Management
New York
$7.48M +$835K +6,788 +13%
BCCM
368
Bridge Creek Capital Management
Massachusetts
$7.46M -$15.4K -125 -0.2%
EFG
369
Embree Financial Group
Illinois
$7.46M -$121K -980 -2%
SVCP
370
Silicon Valley Capital Partners
California
$7.41M +$682K +5,539 +10%
WHC
371
Wulff, Hansen & Co
California
$7.34M -$51.8K -421 -0.7%
CWM
372
Cornerstone Wealth Management
Missouri
$7.3M +$214K +1,740 +3%
American Century Companies
373
American Century Companies
Missouri
$7.28M +$246K +2,002 +4%
AWM
374
Axxcess Wealth Management
California
$7.26M +$731K +5,938 +11%
GIBU
375
Gulf International Bank (UK)
United Kingdom
$7.25M -$295K -2,400 -4%