We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
1151
Meridian Wealth Advisors
Texas
$805K +$120 +1 +0%
NW
1152
Naviter Wealth
Arkansas
$805K +$74.1K +617 +10%
PJSIMP
1153
P.J. Schmidt Investment Management (PJS)
Wisconsin
$804K -$26.9K -224 -3%
OPA
1154
Old Port Advisors
Maine
$802K +$42.8K +356 +6%
PIA
1155
Powell Investment Advisors
Florida
$800K – – –
PWM
1156
Prentice Wealth Management
New York
$799K +$63.8K +531 +8%
VR
1157
Vision Retirement
New Jersey
$798K -$109K -907 -12%
EF
1158
Empirical Finance
Pennsylvania
$798K +$127K +1,061 +19%
PPWP
1159
Premier Path Wealth Partners
New Jersey
$792K -$24.8K -206 -3%
LW
1160
Linscomb Wealth
Texas
$789K -$496K -4,124 -38%
LAM
1161
Lewis Asset Management
California
$781K -$26.9K -224 -3%
EM
1162
ELCO Management
New York
$779K -$125K -1,040 -14%
PAS
1163
PKS Advisory Services
New York
$779K -$614K -5,108 -44%
LIA
1164
Limestone Investment Advisors
New York
$773K -$160K -1,328 -17%
POIA
1165
Pin Oak Investment Advisors
Texas
$772K +$360 +3 +0%
ATS
1166
Ashton Thomas Securities
New York
$768K +$119K +993 +18%
UAG
1167
United Advisor Group
Ohio
$765K +$132K +1,100 +20%
LCWP
1168
Legacy Capital Wealth Partners
Arkansas
$765K +$182K +1,518 +30%
SMA
1169
Sage Mountain Advisors
Georgia
$764K +$49.4K +411 +7%
SCP
1170
Sivia Capital Partners
California
$764K +$469K +3,900 +150%
CFMC
1171
Curbstone Financial Management Corp
New Hampshire
$761K -$31.2K -260 -4%
EPA
1172
Element Pointe Advisors
Florida
$760K – – –
QT
1173
Quantbot Technologies
New York
$758K +$72.7K +605 +10%
PSCM
1174
Per Stirling Capital Management
Texas
$758K +$3.36K +28 +0.4%
PCM
1175
Pennsylvania Capital Management
Pennsylvania
$757K -$42.5K -354 -5%
45 46
47
48 49