We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SDWIA
1026
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$227K +$211K +3,050 New
TTWM
1027
TCV Trust & Wealth Management
Virginia
$225K +$209K +3,025 New
GT
1028
Glenview Trust
Kentucky
$224K -$13.5K -196 -6%
SLG
1029
Stanley-Laman Group
Pennsylvania
$224K
FC
1030
Ferris Capital
Massachusetts
$224K +$207K +3,000 New
RWP
1031
Ridgecrest Wealth Partners
California
$224K +$207K +3,000 New
AWM
1032
Act Wealth Management
Texas
$222K -$10.4K -150 -5%
TWA
1033
TCI Wealth Advisors
Arizona
$221K -$12.8K -185 -6%
PAIM
1034
Punch & Associates Investment Management
Minnesota
$219K +$203K +2,937 New
MFG
1035
Magnus Financial Group
New York
$218K +$202K +2,919 New
XF
1036
XML Financial
Maryland
$218K +$202K +2,930 New
WWMSC
1037
Wagner Wealth Management (South Carolina)
South Carolina
$217K +$201K +2,906 New
AWA
1038
Arkadios Wealth Advisors
Georgia
$216K +$26.3K +381 +15%
EGA
1039
Eagle Global Advisors
Texas
$216K +$200K +2,900 New
PDM
1040
Penn Davis McFarland
Texas
$216K +$200K +2,900 New
SFM
1041
Signet Financial Management
New Jersey
$214K +$198K +2,871 New
SAS
1042
Sanford Advisory Services
Michigan
$214K +$199K +2,877 New
Aviva
1043
Aviva
United Kingdom
$213K +$197K +2,860 New
NP
1044
NorthRock Partners
Minnesota
$212K -$269K -3,892 -58%
SFG
1045
Sovereign Financial Group
Connecticut
$212K +$197K +2,850 New
MBT
1046
Montecito Bank & Trust
California
$212K +$197K +2,852 New
RB
1047
Renasant Bank
Mississippi
$210K +$195K +2,822 New
Fisher Asset Management
1048
Fisher Asset Management
Washington
$209K -$634K -9,182 -77%
ER
1049
Enlightenment Research
Florida
$209K +$193K +2,800 New
LCM
1050
LVM Capital Management
Michigan
$209K +$194K +2,805 New