We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
1126
Visionary Wealth Advisors
Illinois
$692K -$24.4K -195 -4%
BP
1127
BBR Partners
New York
$689K +$68.7K +550 +12%
MWA
1128
Meridian Wealth Advisors
Texas
$688K
RWP
1129
Revolve Wealth Partners
New Jersey
$687K +$40.5K +324 +7%
RBC
1130
Roble Belko & Company
Pennsylvania
$687K +$624K +5,000 +2,183%
Impax Asset Management Group
1131
Impax Asset Management Group
United Kingdom
$683K
CC
1132
Centiva Capital
New York
$683K +$649K +5,200 New
ST
1133
Smithfield Trust
Pennsylvania
$681K +$15.9K +127 +3%
MSFP
1134
Mark Sheptoff Financial Planning
Connecticut
$677K +$68.7K +550 +12%
KA
1135
Kozak & Associates
Colorado
$675K +$9.37K +75 +1%
WH
1136
Willner & Heller
California
$675K -$5.12K -41 -0.8%
LWM
1137
Laidlaw Wealth Management
New York
$672K -$2.25M -17,985 -78%
WFAG
1138
Worth Financial Advisory Group
North Carolina
$671K +$75.7K +606 +13%
SPIS
1139
Steward Partners Investment Solutions
Oregon
$670K +$637K +5,103 New
MCWS
1140
McKinley Carter Wealth Services
West Virginia
$670K -$19.2K -154 -3%
WAM
1141
WNY Asset Management
New York
$670K -$147K -1,180 -19%
1IA
1142
1620 Investment Advisors
Massachusetts
$670K -$591K -4,731 -93%
IF
1143
Intrua Financial
Texas
$670K +$874 +7 +0.1%
VCP
1144
Verus Capital Partners
Arizona
$669K -$12.1K -97 -2%
GWM
1145
Geneos Wealth Management
Colorado
$665K -$24.7K -198 -4%
AG
1146
Ascent Group
Virginia
$665K -$37.8K -303 -6%
AWM
1147
AE Wealth Management
Kansas
$663K -$6.31M -50,536 -91%
BCM
1148
BluePath Capital Management
Georgia
$660K -$116K -925 -16%
AUB
1149
Atlantic Union Bankshares
Virginia
$658K -$12.2K -98 -2%
AWM
1150
Ameliora Wealth Management
Switzerland
$658K