We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1076
Mission Wealth Management
California
$420K +$5.57K +63 +1%
BAM
1077
BOS Asset Management
Illinois
$419K +$9.98K +113 +2%
BP
1078
Ballentine Partners
Massachusetts
$417K +$33.5K +379 +9%
AG
1079
Ascent Group
Virginia
$417K -$2.11M -23,910 -83%
ACP
1080
Arcus Capital Partners
Georgia
$417K – – –
SF
1081
Summit Financial
New Jersey
$417K +$70K +792 +20%
BP
1082
BBR Partners
New York
$416K -$7.95K -90 -2%
KI
1083
Keystone Investors
Singapore
$415K +$417K +4,720 New
EWM
1084
Empirical Wealth Management
Washington
$413K +$15K +170 +4%
TCOT
1085
Trust Company of Toledo
Ohio
$412K +$414K +4,688 New
JCM
1086
Janney Capital Management
Pennsylvania
$406K -$113K -1,274 -22%
RWP
1087
RWA Wealth Partners
Massachusetts
$405K -$79.5K -900 -16%
WMS
1088
Wealth Management Solutions
Pennsylvania
$404K +$18K +204 +5%
EFSCE
1089
Enterprise Financial Services Corp (EFSC)
Missouri
$402K +$405K +4,580 New
VT
1090
Vise Technologies
New York
$402K +$55.2K +625 +16%
SLWA
1091
San Luis Wealth Advisors
California
$400K +$4.5K +51 +1%
SCM
1092
Schnieders Capital Management
California
$399K -$265K -3,000 -40%
CSIC
1093
Clifford Swan Investment Counsel
California
$398K +$3.36K +38 +0.8%
LA
1094
LexAurum Advisors
Kansas
$397K -$13.2K -150 -3%
HI
1095
Harbour Investments
Wisconsin
$397K +$94.1K +1,065 +31%
MIM
1096
Merrion Investment Management
New Jersey
$395K – – –
ECM
1097
Evergreen Capital Management
Washington
$394K -$1.34M -15,124 -77%
GCA
1098
Gradient Capital Advisors
California
$394K – – –
ICA
1099
Infrastructure Capital Advisors
New York
$393K +$395K +4,474 New
BWP
1100
BSW Wealth Partners
Colorado
$393K – – –
42 43
44
45 46