We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WF
826
Welch & Forbes
Massachusetts
$214K – – –
JT
827
Jump Trading
Illinois
$214K +$259K +4,687 New
RWA
828
Ropes Wealth Advisors
Massachusetts
$213K +$31.8K +575 +14%
WA1
829
Wimmer Associates 1
California
$212K +$5.53K +100 +2%
SCM
830
Southport Capital Management
Tennessee
$210K – – –
VC
831
Veracity Capital
Georgia
$210K – – –
GTCM
832
Gyon Technologies Capital Management
New Jersey
$209K +$253K +4,580 New
BRG
833
Bay Rivers Group
Virginia
$208K -$23K -415 -8%
ISL
834
Ingalls & Snyder LLC
New York
$208K – – –
IAIM
835
International Assets Investment Management
Florida
$206K +$250K +4,526 New
FPFS
836
First Personal Financial Services
North Carolina
$205K -$41.5K -750 -14%
HCM
837
Howland Capital Management
Massachusetts
$205K -$26K -470 -9%
ADL
838
Asset Dedication LLC
California
$205K – – –
SIC
839
Shoker Investment Counsel
Ohio
$203K -$111K -1,999 -31%
1IA
840
1834 Investment Advisors
Wisconsin
$203K – – –
JWCA
841
J.W. Cole Advisors
Florida
$201K -$1.19M -21,463 -83%
SDAM
842
Shulman DeMeo Asset Management
New York
$201K -$104K -1,875 -30%
AIM
843
Anchor Investment Management
South Carolina
$201K +$66.4K +1,200 +38%
TC
844
Truvestments Capital
Florida
$197K -$930K -16,820 -80%
JCM
845
Jacobi Capital Management
Pennsylvania
$193K -$51.5K -931 -18%
TCOV
846
Trust Company of Vermont
Vermont
$193K +$212K +3,825 +900%
LC
847
Lindbrook Capital
California
$189K – – –
WAP
848
Wealthcare Advisory Partners
Pennsylvania
$188K +$134K +2,419 +142%
ACA
849
Atlas Capital Advisors
Wyoming
$187K -$22.1K -400 -9%
SMH
850
Sanders Morris Harris
Texas
$183K +$18.4M +333,400 +1,058%
32 33
34
35 36