We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
901
Altium Wealth Management
New York
$358K -$126K -1,818 -27%
MGIA
902
Moneta Group Investment Advisors
Missouri
$355K +$329K +4,763 New
WT
903
Washington Trust
Rhode Island
$353K +$20K +289 +6%
AIM
904
Anchor Investment Management
South Carolina
$352K +$22.4K +325 +7%
WA
905
WealthTrust Axiom
Pennsylvania
$350K
NCM
906
Next Capital Management
New York
$350K +$2.07K +30 +0.6%
OPA
907
Old Port Advisors
Maine
$350K +$11.9K +173 +4%
PWM
908
PBMares Wealth Management
Virginia
$346K -$138K -2,000 -30%
SAM
909
Shell Asset Management
Netherlands
$346K -$46.3K -670 -13%
RWA
910
Redhawk Wealth Advisors
Minnesota
$342K -$46.3K -670 -13%
ISL
911
Ingalls & Snyder LLC
New York
$342K +$29.6K +429 +10%
CTC
912
Central Trust Company
Missouri
$341K -$9.66K -140 -3%
MTC
913
McDaniel Terry & Co
Texas
$341K
PWLP
914
Prio Wealth Limited Partnership
Massachusetts
$339K +$414 +6 +0.1%
Cerity Partners
915
Cerity Partners
New York
$337K -$91.9K -1,331 -23%
MHIC
916
Marble Harbor Investment Counsel
Massachusetts
$335K
QAM
917
QCI Asset Management
New York
$333K -$40.2K -582 -12%
WWM
918
Windsor Wealth Management
Indiana
$329K +$4.7K +68 +2%
SCM
919
Southport Capital Management
Tennessee
$328K +$304K +4,406 New
FIA
920
Foundations Investment Advisors
Arizona
$326K +$299K +4,337 New
RG
921
Retirement Group
California
$324K -$25.8K -374 -8%
BIAS
922
Beacon Investment Advisory Services
New Jersey
$320K -$3.45K -50 -1%
HFS
923
Howard Financial Services
Texas
$319K +$138 +2 +0%
PWM
924
Prentice Wealth Management
New York
$318K +$295K +4,273 New
PA
925
PFG Advisors
Arizona
$317K +$25.8K +373 +10%