We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
801
AllSquare Wealth Management
New York
$17K – – –
EWM
802
Endurance Wealth Management
Rhode Island
$17K – – –
WAS
803
Winch Advisory Services
Wisconsin
$17K +$98 +2 +0.6%
AWM
804
Avior Wealth Management
Nebraska
$15K – – –
WC
805
Weil Company
California
$15K +$14.6K +300 New
KFS
806
Kelly Financial Services
Massachusetts
$14.7K – – –
NL
807
NVWM LLC
Pennsylvania
$13K -$13.4K -275 -50%
POIA
808
Pin Oak Investment Advisors
Texas
$12K -$3.96M -81,234 -100%
CAL
809
Capital Analysts LLC
Pennsylvania
$12K +$5.51K +113 +75%
1NWS
810
1 North Wealth Services
Maryland
$12K +$11.7K +240 New
GCM
811
Gables Capital Management
Florida
$12K +$11.7K +240 New
SWM
812
Selective Wealth Management
Virginia
$12K +$11.9K +243 New
PCTC
813
Perkins Coie Trust Company
Washington
$11K – – –
TCM
814
Tradewinds Capital Management
Washington
$11K +$11K +225 New
PCA
815
Providence Capital Advisors
North Carolina
$11K +$11K +226 New
SJIM
816
St. Johns Investment Management
Florida
$10K – – –
HGWM
817
Harvest Group Wealth Management
Massachusetts
$10K +$9.61K +197 New
EWA
818
Evolution Wealth Advisors
Florida
$10K +$9.66K +198 New
BCWM
819
Bartlett & Co Wealth Management
Ohio
$9.28K +$9.27K +190 New
CHC
820
City Holding Co
West Virginia
$9K – – –
ME
821
McIlrath & Eck
Washington
$9K – – –
BC
822
Bartlett & Co
Ohio
$9K +$9.27K +190 New
SNT
823
Security National Trust
West Virginia
$8K – – –
IF
824
Ironwood Financial
Arizona
$7K +$7.32K +150 New
PCG
825
Private Capital Group
Connecticut
$6K -$4.97K -102 -47%
31 32
33
34 35