We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1001
Advisornet Financial
Minnesota
$1.51M +$67.7K +395 +5%
EGA
1002
E&G Advisors
Texas
$1.51M -$42.3K -247 -3%
PNAA
1003
Pictet North America Advisors
Switzerland
$1.5M – – –
RIP
1004
Reliant Investment Partners
North Carolina
$1.5M +$615K +3,591 +67%
BWG
1005
Beta Wealth Group
California
$1.5M -$4.46M -26,044 -75%
VWMG
1006
Virginia Wealth Management Group
Virginia
$1.5M -$7.54K -44 -0.5%
LGA
1007
Lebenthal Global Advisors
New York
$1.5M +$102K +597 +7%
RIG
1008
RiverFront Investment Group
Virginia
$1.49M -$9.6K -56 -0.6%
JE
1009
JMAC Enterprises
Pennsylvania
$1.49M +$120K +700 +9%
MSCM
1010
McElhenny Sheffield Capital Management
Texas
$1.49M +$30.5K +178 +2%
FFM
1011
Forum Financial Management
Illinois
$1.49M +$260K +1,519 +21%
AF
1012
Apexium Financial
Texas
$1.48M +$25.2K +147 +2%
RWP
1013
RWA Wealth Partners
Massachusetts
$1.48M -$268K -1,563 -15%
FTWA
1014
Fifth Third Wealth Advisors
Ohio
$1.48M +$44.4K +259 +3%
SWA
1015
Sax Wealth Advisors
New Jersey
$1.48M +$75.6K +441 +5%
ASG
1016
Ariston Services Group
California
$1.47M – – –
HIMC
1017
Heritage Investors Management Corp
Maryland
$1.46M -$90.8K -530 -6%
CLA
1018
Carnegie Lake Advisors
New Jersey
$1.46M – – –
GWA
1019
Gratus Wealth Advisors
Virginia
$1.45M -$7.54K -44 -0.5%
BJL
1020
Brighton Jones LLC
Washington
$1.45M +$119K +696 +9%
EDRH
1021
Edmond de Rothschild Holding
Switzerland
$1.45M -$213K -1,242 -13%
RSWM
1022
Robertson Stephens Wealth Management
California
$1.45M +$223K +1,301 +18%
TA
1023
Tectonic Advisors
Texas
$1.44M +$8.57K +50 +0.6%
HKAM
1024
Horizon Kinetics Asset Management
New York
$1.43M -$3.7M -21,610 -72%
RCM
1025
Riverpark Capital Management
New York
$1.43M -$251K -1,466 -15%
39 40
41
42 43