We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
1076
Advisornet Financial
Minnesota
$938K -$97.2K -747 -8%
LAIC
1077
Lederer & Associates Investment Counsel
California
$935K – – –
PHS
1078
Pekin Hardy Strauss
Illinois
$934K -$521K -4,004 -33%
NL
1079
NWAM LLC
Washington
$930K +$44.1K +339 +4%
MWM
1080
Mission Wealth Management
California
$930K -$51.4K -395 -5%
WAM
1081
Walker Asset Management
Missouri
$926K +$51.7K +397 +5%
SVWAG
1082
Sound View Wealth Advisors Group
Georgia
$924K +$43.3K +333 +4%
CAM
1083
Close Asset Management
United Kingdom
$924K -$39.6M -304,197 -97%
TAM
1084
Trust Asset Management
Texas
$923K – – –
RIA
1085
Regal Investment Advisors
Michigan
$920K +$408K +3,137 +64%
BWFA
1086
Baltimore-Washington Financial Advisors
Maryland
$916K -$28.6M -219,912 -97%
B
1087
Bailard
California
$914K -$9.89K -76 -0.9%
BWG
1088
Beta Wealth Group
California
$909K -$38.9K -299 -4%
1CP
1089
17 Capital Partners
Arizona
$909K – – –
LIA
1090
Limestone Investment Advisors
New York
$909K +$1.03M +7,901 New
WP
1091
WealthPLAN Partners
Nebraska
$906K -$1.07M -8,187 -51%
BCM
1092
BluePath Capital Management
Georgia
$906K +$188K +1,442 +22%
ISFAN
1093
Investor's Fiduciary Advisor Network
Washington
$902K +$14.6K +112 +1%
WPC
1094
Wedmont Private Capital
Pennsylvania
$900K -$76.5K -588 -7%
TW
1095
Tempo Wealth
Ohio
$899K +$110K +848 +12%
CAG
1096
Csenge Advisory Group
Florida
$899K +$62.8K +483 +7%
AIM
1097
Axiom Investment Management
New York
$897K +$1.02M +7,803 New
BAM
1098
Beaumont Asset Management
Texas
$895K +$49.8K +383 +5%
LI
1099
Latash Investments
Alaska
$894K – – –
NP
1100
NorthRock Partners
Minnesota
$893K +$130K +1,002 +15%
42 43
44
45 46