We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1101
Altium Wealth Management
New York
$461K -$19.1K -177 -3%
MTC
1102
McDaniel Terry & Co
Texas
$461K – – –
WB
1103
West Bancorporation
Iowa
$461K – – –
WA1
1104
Wimmer Associates 1
California
$460K +$16.2K +150 +3%
IF
1105
Intrua Financial
Texas
$457K -$66K -611 -11%
I
1106
INVST
Indiana
$457K -$43K -398 -9%
RHBC
1107
R.H. Bluestein & Co
Michigan
$457K – – –
EWM
1108
EPG Wealth Management
Georgia
$457K +$3.67K +34 +0.7%
QPWM
1109
Quadrant Private Wealth Management
Pennsylvania
$457K +$13.4K +124 +3%
LIA
1110
LSP Investment Advisors
New York
$456K – – –
AIM
1111
Anchor Investment Management
South Carolina
$455K – – –
FPCP
1112
Fort Point Capital Partners
California
$452K +$57.6K +533 +12%
MGP
1113
Metis Global Partners
California
$452K +$96.9K +897 +22%
1IA
1114
1834 Investment Advisors
Wisconsin
$449K +$532K +4,924 New
DY
1115
Dowling & Yahnke
California
$448K -$61.6K -570 -10%
FFA
1116
First Foundation Advisors
California
$448K -$21.2K -196 -4%
PA
1117
Perennial Advisors
New York
$444K -$5.18K -48 -1%
KTC
1118
Kistler-Tiffany Companies
Pennsylvania
$444K +$2.16K +20 +0.4%
PFA
1119
Plotkin Financial Advisors
Maryland
$443K – – –
MWM
1120
Mission Wealth Management
California
$441K +$540 +5 +0.1%
BDF
1121
Balasa Dinverno & Foltz
$441K +$12K +111 +2%
VWA
1122
V Wealth Advisors
Kansas
$436K +$25.9K +240 +5%
ACP
1123
Arcus Capital Partners
Georgia
$433K +$513K +4,750 New
BFEC
1124
Benjamin F. Edwards & Company
Missouri
$432K -$21K -194 -4%
PCA
1125
Pallas Capital Advisors
Massachusetts
$432K +$130K +1,206 +37%
43 44
45
46 47