We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
901
Good Life Advisors
Pennsylvania
$1.63M +$54.2K +334 +3%
CWC
902
Carolinas Wealth Consulting
North Carolina
$1.63M -$649 -4 -0%
MW
903
Marcum Wealth
Ohio
$1.63M +$3.25K +20 +0.2%
WIM
904
Westside Investment Management
California
$1.62M – – –
MIM
905
Moseley Investment Management
Florida
$1.62M +$9.58K +59 +0.5%
AIM
906
Avity Investment Management
Connecticut
$1.62M – – –
ST
907
Spinnaker Trust
Maine
$1.62M +$1.88M +11,572 New
HCM
908
Hall Capital Management
Rhode Island
$1.62M +$115K +708 +7%
MPCG
909
Matrix Private Capital Group
New York
$1.61M -$123K -759 -6%
WF
910
WoodTrust Financial
Wisconsin
$1.59M -$1.46K -9 -0.1%
MYAM
911
Meiji Yasuda Asset Management
Japan
$1.58M -$17.2K -106 -0.9%
RWP
912
RWA Wealth Partners
Massachusetts
$1.56M -$411K -2,532 -18%
EI
913
Ellevest Inc
New York
$1.56M -$18.8K -116 -1%
CTC
914
Central Trust Company
Missouri
$1.56M +$17.4K +107 +1%
FB
915
Fulton Bank
Pennsylvania
$1.56M -$10.7K -66 -0.6%
DKCM
916
Davidson Kahn Capital Management
California
$1.54M +$520K +3,203 +41%
NAS
917
Nicolet Advisory Services
Wisconsin
$1.54M +$12.7K +78 +0.7%
AAM
918
AR Asset Management
California
$1.54M – – –
GIA
919
Gateway Investment Advisers
Ohio
$1.54M +$64.6K +398 +4%
CIM
920
Confluence Investment Management
Missouri
$1.54M – – –
SWA
921
SFMG Wealth Advisors
Texas
$1.53M +$13K +80 +0.7%
GCA
922
Gallagher Capital Advisors
Texas
$1.53M +$810K +4,990 +83%
PPW
923
Parcion Private Wealth
Washington
$1.53M -$21.8K -134 -1%
GS
924
GWN Securities
Florida
$1.53M +$1.18M +7,246 +234%
IAMOG
925
Investors Asset Management of Georgia
Georgia
$1.53M +$2.44K +15 +0.1%
35 36
37
38 39