We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
FA
1026
Fountainhead AM
New Jersey
$1.13M +$732K +6,089 +175%
KFI
1027
Key Financial Inc
Pennsylvania
$1.12M -$57.6K -479 -5%
EI
1028
Ellevest Inc
New York
$1.12M +$34.1K +284 +3%
CIA
1029
Choate Investment Advisors
Massachusetts
$1.12M -$41.5K -345 -3%
PCC
1030
Park Circle Company
Maryland
$1.12M – – –
MWM
1031
Modera Wealth Management
New Jersey
$1.12M -$1.47M -12,199 -56%
CFIA
1032
Cantor Fitzgerald Investment Advisors
New York
$1.12M – – –
LIA
1033
LBMC Investment Advisors
Tennessee
$1.12M +$12.7K +106 +1%
DAS
1034
Dynamic Advisor Solutions
Arizona
$1.12M +$286K +2,382 +34%
PCA
1035
Pallas Capital Advisors
Massachusetts
$1.11M +$48.4K +403 +4%
WAM
1036
Weiss Asset Management
Massachusetts
$1.1M -$2.46M -20,473 -69%
AWA
1037
Arbor Wealth Advisors
Michigan
$1.1M – – –
HCP
1038
Hexagon Capital Partners
Arkansas
$1.1M +$14.4K +120 +1%
FAL
1039
Focused Alpha LLC
Colorado
$1.1M +$51.1K +425 +5%
AWM
1040
Axxcess Wealth Management
California
$1.1M +$1.12M +9,316 New
RB
1041
Renasant Bank
Mississippi
$1.1M +$1.12M +9,309 New
AF
1042
Alerus Financial
North Dakota
$1.09M -$1.09M -9,087 -50%
DCM
1043
Dimension Capital Management
Florida
$1.09M +$13.5K +112 +1%
PDL
1044
Portfolio Design Labs
California
$1.09M -$10.5K -87 -0.9%
AHL
1045
Abel Hall LLC
Louisiana
$1.07M -$16.6K -138 -1%
KAS
1046
KPP Advisory Services
Kentucky
$1.07M -$43.6K -363 -4%
CMMS
1047
Comprehensive Money Management Services
Florida
$1.07M -$46.9K -390 -4%
PPWM
1048
Paragon Private Wealth Management
Kentucky
$1.07M +$231K +1,921 +27%
HA
1049
Huntleigh Advisors
Missouri
$1.07M +$22.7K +189 +2%
SW
1050
Simplicity Wealth
New Jersey
$1.07M +$770K +6,406 +241%
40 41
42
43 44