We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1126
Sippican Capital Advisors
Massachusetts
$831K +$781 +6 +0.1%
PPWM
1127
Paragon Private Wealth Management
Kentucky
$825K +$334K +2,568 +56%
MWM
1128
Mosley Wealth Management
California
$825K +$6.89K +53 +1%
JWM
1129
Jeppson Wealth Management
California
$824K +$87.9K +676 +10%
Tocqueville Asset Management
1130
Tocqueville Asset Management
New York
$824K -$179K -1,375 -16%
BCA
1131
Bay Colony Advisors
Massachusetts
$824K -$276K -2,123 -23%
Edmond de Rothschild Holding
1132
Edmond de Rothschild Holding
Switzerland
$818K – – –
LCM
1133
Leisure Capital Management
California
$817K +$924K +7,105 New
Dynamic Advisor Solutions
1134
Dynamic Advisor Solutions
Arizona
$816K -$19.9K -153 -2%
MP
1135
Mangrove Partners
Connecticut
$815K -$9.63K -74 -1%
GIA
1136
Gladstone Institutional Advisory
Florida
$814K +$148K +1,140 +19%
HCMT
1137
Highland Capital Management (Tennessee)
Tennessee
$814K -$1.3K -10 -0.1%
PJSIMP
1138
P.J. Schmidt Investment Management (PJS)
Wisconsin
$812K +$25.5K +196 +3%
TA
1139
TruWealth Advisors
Louisiana
$809K -$174K -1,341 -16%
CI
1140
Cigna Investments
Connecticut
$806K -$19.4K -149 -2%
CP
1141
Covalent Partners
Massachusetts
$805K +$911K +7,000 New
SW
1142
SVB Wealth
Massachusetts
$804K -$23.4K -180 -3%
Brookstone Capital Management
1143
Brookstone Capital Management
Illinois
$800K -$4.02M -30,878 -82%
CD
1144
Chapin Davis
Maryland
$799K -$118K -907 -12%
WCA
1145
Westover Capital Advisors
Delaware
$799K -$6.12K -47 -0.7%
PPWP
1146
Premier Path Wealth Partners
New Jersey
$798K -$48.5K -373 -5%
CA
1147
Crewe Advisors
Utah
$796K +$38.4K +295 +4%
GCP
1148
GSA Capital Partners
United Kingdom
$791K +$235K +1,809 +36%
SRC
1149
Sage Rhino Capital
California
$791K +$101K +780 +13%
YP
1150
YANKCOM Partnership
South Dakota
$790K +$302K +2,319 +51%