We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
551
Cyndeo Wealth Partners
Florida
$4.25M +$1.21M +8,700 +46%
Vontobel Holding
552
Vontobel Holding
Switzerland
$4.24M +$2.13M +15,384 +125%
CIA
553
Cohen Investment Advisors
New Hampshire
$4.24M +$169K +1,221 +5%
EWA
554
EP Wealth Advisors
California
$4.2M +$768K +5,536 +25%
IAIM
555
International Assets Investment Management
Florida
$4.2M +$35.5K +256 +0.9%
SCM
556
Sandler Capital Management
New York
$4.19M +$3.8M +27,370 New
Balyasny Asset Management
557
Balyasny Asset Management
Illinois
$4.18M -$3.64M -26,244 -49%
AF
558
Allworth Financial
California
$4.15M -$336K -2,425 -8%
USCWA
559
U.S. Capital Wealth Advisors
Texas
$4.15M +$1.21M +8,749 +48%
RWS
560
Resolute Wealth Strategies
Mississippi
$4.14M -$69.5K -501 -2%
RFC
561
Regions Financial Corp
Alabama
$4.12M -$1.21M -8,695 -24%
WAP
562
Wealthcare Advisory Partners
Pennsylvania
$4.11M +$113K +813 +3%
HIC
563
Holderness Investments Company
North Carolina
$4.1M -$18.5K -133 -0.5%
BMSSC
564
B. Metzler seel. Sohn & Co
Germany
$4.08M -$3.5M -25,200 -49%
ECG
565
Edge Capital Group
Georgia
$4.08M -$57.2K -412 -2%
DLCIG
566
D.L. Carlson Investment Group
New Hampshire
$4.06M
PI
567
PFG Investments
New York
$4.06M +$14.2K +102 +0.4%
AFM
568
Abbot Financial Management
Massachusetts
$4.05M +$18.9K +136 +0.5%
BLC
569
Brown, Lisle/Cummings
Rhode Island
$4.03M +$31.2K +225 +0.9%
WIM
570
WealthPlan Investment Management
Nebraska
$4.01M +$1.36M +9,830 +60%
OFG
571
Oxford Financial Group
Indiana
$3.99M -$44.7K -322 -1%
WANY
572
Wealthspire Advisors (New York)
New York
$3.99M +$166K +1,194 +5%
HWM
573
HB Wealth Management
Georgia
$3.97M +$188K +1,352 +5%
GT
574
Glenview Trust
Kentucky
$3.96M +$13K +94 +0.4%
SYBT
575
Stock Yards Bank & Trust
Kentucky
$3.96M +$86.6K +624 +2%