We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
BIM
376
Baldwin Investment Management
Pennsylvania
$533K – – –
PFPT
377
Pinnacle Financial Partners (Tennessee)
Tennessee
$529K +$19.1K +464 +4%
SAM
378
Security Asset Management
New York
$527K -$34.5K -839 -6%
MCM
379
Murphy Capital Management
New Jersey
$525K +$18.8K +458 +4%
CFA
380
CT Financial Advisors
Pennsylvania
$519K +$21.2K +517 +4%
AAS
381
Annex Advisory Services
Wisconsin
$518K +$133K +3,243 +34%
SC
382
Scholtz & Company
Connecticut
$498K -$184K -4,484 -27%
FVCM
383
F&V Capital Management
Florida
$486K – – –
WSFS
384
Wilmington Savings Fund Society
Delaware
$486K – – –
MA
385
MUFG Americas
New York
$484K +$221K +5,371 +80%
PAS
386
Partnervest Advisory Services
California
$467K +$478K +11,635 New
JPTCCM
387
J.P. Turner & Co Capital Management
Georgia
$464K +$250K +6,075 +106%
BOS
388
Bank of Stockton
California
$460K +$97.4K +2,370 +26%
JWBC
389
J.W. Burns & Co
New York
$458K – – –
V
390
Veritable
Delaware
$456K -$1.43M -34,727 -75%
BC
391
Bartlett & Co
Ohio
$456K +$6.7K +163 +1%
GC
392
Guggenheim Capital
Illinois
$454K -$4.26M -103,792 -90%
LCM
393
Landscape Capital Management
New Jersey
$454K +$465K +11,311 New
AWCI
394
Alpine Woods Capital Investors
New York
$450K – – –
CPS
395
Counsel Portfolio Services
Ontario, Canada
$441K – – –
MHC
396
Meyer Handelman Company
New York
$429K – – –
LW
397
Linscomb Wealth
Texas
$422K +$288 +7 +0.1%
JIC
398
Joel Isaacson & Co
New York
$422K +$7.64K +186 +2%
HIC
399
Holderness Investments Company
North Carolina
$421K -$7.93K -193 -2%
WT
400
Whittier Trust
California
$418K -$8.38K -204 -2%
14 15
16
17 18