We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MPWT
951
MassMutual Private Wealth & Trust
Connecticut
$18K +$22.1K +400 New
FWM
952
FSA Wealth Management
Massachusetts
$16K -$36.4K -658 -65%
AWM
953
AllSquare Wealth Management
New York
$16K – – –
TCM
954
Tradewinds Capital Management
Washington
$16K +$1.38K +25 +8%
ME
955
McIlrath & Eck
Washington
$16K +$8.63K +156 +82%
SNT
956
Security National Trust
West Virginia
$15K – – –
FCB
957
First Command Bank
Texas
$15K +$18.4K +333 New
FCFS
958
First Command Financial Services
Texas
$15K +$18.4K +333 New
AWM
959
Avior Wealth Management
Nebraska
$14K – – –
DTIM
960
Danda Trouve Investment Management
Kansas
$14K +$11.1K +200 +200%
HFA
961
HC Financial Advisors
California
$14K +$16.6K +300 New
KFS
962
Kelly Financial Services
Massachusetts
$13.7K -$5.53K -100 -25%
CFFP
963
Center for Financial Planning
Michigan
$13K +$15.7K +284 New
FNBOSM
964
First National Bank of South Miami
Florida
$11K – – –
GCM
965
Gables Capital Management
Florida
$11K – – –
SWM
966
Selective Wealth Management
Virginia
$11K +$166 +3 +1%
VCM
967
Versant Capital Management
Arizona
$11K +$13.7K +248 New
WQ
968
Wealth Quarterback
New Jersey
$10.8K +$13.1K +237 New
PCTC
969
Perkins Coie Trust Company
Washington
$10K – – –
HFM
970
Hartford Financial Management
Connecticut
$10K +$111 +2 +0.9%
PCA
971
Providence Capital Advisors
North Carolina
$10K +$111 +2 +0.9%
AIC
972
Archer Investment Corporation
Indiana
$10K +$553 +10 +5%
AGA
973
Accuvest Global Advisors
Utah
$10K +$12.4K +224 New
QAM
974
QCI Asset Management
New York
$9K -$5.53K -100 -33%
CHC
975
City Holding Co
West Virginia
$9K – – –
37 38
39
40 41