We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
776
Beacon Investment Advisory Services
New Jersey
$1.69M -$2.2M -20,312 -61%
AWA
777
Arkadios Wealth Advisors
Georgia
$1.67M -$38.9K -360 -3%
CGL
778
Clarius Group LLC
Washington
$1.67M +$383K +3,540 +38%
HI
779
Horizon Investments
North Carolina
$1.67M +$374K +3,460 +37%
XWM
780
Xcel Wealth Management
Florida
$1.67M -$99K -915 -7%
S
781
SignatureFD
Georgia
$1.66M +$3.9K +36 +0.3%
Vontobel Holding
782
Vontobel Holding
Switzerland
$1.65M -$71.8K -664 -5%
BIM
783
Baldwin Investment Management
Pennsylvania
$1.64M +$8.11K +75 +0.6%
IAMOG
784
Investors Asset Management of Georgia
Georgia
$1.64M -$157K -1,454 -10%
AWM
785
Accel Wealth Management
Iowa
$1.63M +$3.9K +36 +0.3%
BAM
786
Brave Asset Management
New Jersey
$1.63M -$24K -222 -2%
VFA
787
Valeo Financial Advisors
Indiana
$1.63M -$112K -1,031 -8%
BW
788
Bison Wealth
Georgia
$1.63M -$94.8K -876 -7%
STA
789
Summit Trail Advisors
New York
$1.61M -$312K -2,885 -19%
HVIA
790
Hudson Valley Investment Advisors
New York
$1.61M +$64.9K +600 +5%
SWM
791
Segment Wealth Management
Texas
$1.61M -$10.8K -100 -0.8%
HIMC
792
Heritage Investors Management Corp
Maryland
$1.6M +$803K +7,425 +155%
SFP
793
Sandbox Financial Partners
Maryland
$1.6M -$25.9K -239 -2%
GS
794
GTS Securities
Florida
$1.57M -$5.89M -54,418 -82%
TCM
795
Teza Capital Management
Illinois
$1.57M +$1.06M +9,814 +449%
WF
796
Welch & Forbes
Massachusetts
$1.57M
HCM
797
Hollencrest Capital Management
California
$1.57M +$953K +8,804 +276%
DWP
798
Daymark Wealth Partners
Ohio
$1.57M -$422K -3,904 -25%
RWP
799
RWA Wealth Partners
Massachusetts
$1.56M +$693K +6,409 +116%
MW
800
Marcum Wealth
Ohio
$1.56M +$5.3K +49 +0.4%