We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
Bank Julius Baer & Co
1126
Bank Julius Baer & Co
Switzerland
$655K -$6.6K -61 -1%
SIC
1127
Salem Investment Counselors
North Carolina
$650K
NAMNJ
1128
NorthStar Asset Management (New Jersey)
New Jersey
$649K +$537K +4,959 New
GP
1129
Gridiron Partners
Pennsylvania
$648K +$535K +4,948 New
TCWM
1130
Total Clarity Wealth Management
Illinois
$645K
FPGK
1131
Financial Partners Group (Kansas)
Kansas
$644K -$5.84K -54 -1%
RWP
1132
Revolve Wealth Partners
New Jersey
$642K +$5.95K +55 +1%
MCM
1133
Morton Capital Management
California
$642K +$649 +6 +0.1%
WPC
1134
Wedmont Private Capital
Pennsylvania
$638K +$21.4K +198 +4%
ZIM
1135
Zacks Investment Management
Illinois
$634K -$32.5K -300 -6%
GGI
1136
Godsey & Gibb Inc
Virginia
$633K
SF
1137
Summit Financial
New Jersey
$632K +$26.9K +249 +5%
WWM
1138
Whalen Wealth Management
Nevada
$630K +$521K +4,814 New
ACP
1139
Arcus Capital Partners
Georgia
$622K
AIA
1140
Angeles Investment Advisors
California
$622K +$7.36K +68 +1%
WA
1141
Waverly Advisors
Alabama
$620K +$88.9K +822 +21%
KA
1142
Kozak & Associates
Colorado
$616K +$4.44K +41 +0.8%
BA
1143
Birinyi Associates
Connecticut
$615K -$9.95K -92 -2%
PCTC
1144
Perkins Coie Trust Company
Washington
$615K -$22.6K -209 -4%
BP
1145
BBR Partners
New York
$614K +$108 +1 +0%
Fisher Asset Management
1146
Fisher Asset Management
Washington
$614K +$49.7K +459 +11%
FAT
1147
First American Trust
California
$613K -$44.9K -415 -8%
C
1148
Certuity
Florida
$610K +$16.7K +154 +3%
SCTC
1149
Sanibel Captiva Trust Company
Florida
$606K +$500K +4,626 New
SLWA
1150
San Luis Wealth Advisors
California
$604K -$45.3K -419 -8%