We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PM
651
Penbrook Management
New York
$2.03M -$52.1K -500 -3%
IFPG
652
Intrepid Financial Planning Group
Indiana
$2.03M -$56.5K -543 -3%
KWMG
653
King Wealth Management Group
Florida
$2.03M +$312 +3 +0%
USAA
654
United Services Automobile Association
Texas
$2.02M +$1.96M +18,861 New
XF
655
XML Financial
Maryland
$2.02M -$48.8K -469 -2%
PCM
656
Pennsylvania Capital Management
Pennsylvania
$2.02M -$122K -1,175 -6%
Nomura Holdings
657
Nomura Holdings
Japan
$2.01M -$4.48M -43,070 -70%
FT
658
Fiduciary Trust
Massachusetts
$2.01M -$142K -1,365 -7%
FFA
659
First Foundation Advisors
California
$2.01M -$15.4M -148,333 -89%
VNA
660
Valley National Advisers
Pennsylvania
$1.99M -$87.8K -843 -4%
SDIC
661
South Dakota Investment Council
South Dakota
$1.98M +$525K +5,046 +38%
HI
662
Hudock Inc
Pennsylvania
$1.98M +$63.6K +611 +3%
PTP
663
Platform Technology Partners
New York
$1.97M +$59.1K +568 +3%
RCM
664
Riverpark Capital Management
New York
$1.96M -$225K -2,163 -11%
RCWM
665
Royal Capital Wealth Management
Indiana
$1.96M -$9.27K -89 -0.5%
HHGC
666
Hunting Hill Global Capital
New York
$1.96M +$361K +3,465 +23%
SC
667
Savant Capital
Illinois
$1.95M -$34.8K -334 -2%
BSAM
668
Blue Square Asset Management
New York
$1.94M +$92.4K +887 +5%
RA
669
Rational Advisors
New York
$1.93M -$5.25M -50,385 -74%
TW
670
TrinityPoint Wealth
Connecticut
$1.92M -$1.87K -18 -0.1%
HG
671
Herbst Group
Connecticut
$1.9M +$83.3K +800 +5%
RFC
672
Regions Financial Corp
Alabama
$1.9M +$155K +1,493 +9%
LGWM
673
Litman Gregory Wealth Management
California
$1.89M +$1.84M +17,625 New
GWSG
674
GPS Wealth Strategies Group
Colorado
$1.88M +$27.1K +260 +2%
CAM
675
Covenant Asset Management
New Jersey
$1.88M +$3.12K +30 +0.2%