We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
801
Modera Wealth Management
New Jersey
$2.17M -$165K -1,014 -6%
RAM
802
Redmond Asset Management
Virginia
$2.17M +$80.8K +498 +3%
PM
803
Penbrook Management
New York
$2.17M -$16.2K -100 -0.6%
MWM
804
Marion Wealth Management
Pennsylvania
$2.16M -$403K -2,484 -14%
BA
805
Bridgewater Advisors
New York
$2.15M -$7.95K -49 -0.3%
HIP
806
HUB Investment Partners
Texas
$2.13M +$587K +3,619 +31%
KA
807
Klingman & Associates
New York
$2.12M +$338K +2,082 +16%
XF
808
XML Financial
Maryland
$2.12M +$11K +68 +0.5%
GAM
809
Grandview Asset Management
Pennsylvania
$2.12M +$65.3K +402 +3%
TFG
810
Taylor Financial Group
Virginia
$2.11M -$23.7K -146 -1%
AWE
811
Avidian Wealth Enterprises
Texas
$2.11M -$173K -1,064 -7%
SIA
812
Sit Investment Associates
Minnesota
$2.11M – – –
CIA
813
Choate Investment Advisors
Massachusetts
$2.11M -$285K -1,753 -10%
TNAM
814
Terra Nova Asset Management
New York
$2.1M -$429K -2,644 -15%
BBI
815
Baxter Bros Inc
Connecticut
$2.09M +$1.01M +6,230 +71%
OPW
816
Osprey Private Wealth
New York
$2.09M +$284K +1,750 +13%
WF
817
Welch & Forbes
Massachusetts
$2.08M +$308K +1,897 +15%
WPC
818
Waters Parkerson & Co
Louisiana
$2.08M -$4.87K -30 -0.2%
HIA
819
Harvest Investment Advisors
Florida
$2.07M +$15.9K +98 +0.7%
IA
820
Insight Advisors
Pennsylvania
$2.06M -$7.3K -45 -0.3%
AAS
821
Ameritas Advisory Services
Nebraska
$2.06M -$644K -3,965 -23%
HBT
822
Hills Bank & Trust
Iowa
$2.06M +$32.1K +198 +1%
EDRH
823
Edmond de Rothschild Holding
Switzerland
$2.06M +$302K +1,863 +15%
WWM
824
Western Wealth Management
Colorado
$2.05M +$42K +259 +2%
CCM
825
Chickasaw Capital Management
Tennessee
$2.03M +$14.6K +90 +0.6%
31 32
33
34 35