We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
Mascoma Wealth Management
New Hampshire
$31K +$28.3K +410 New
TIM
1152
Tortoise Investment Management
New York
$30K
AWM
1153
Avior Wealth Management
Nebraska
$30K +$6.9K +100 +32%
APWA
1154
Atlas Private Wealth Advisors
New Jersey
$30K +$27.6K +400 New
EW
1155
Evoke Wealth
California
$29K
PCG
1156
Private Capital Group
Connecticut
$26K -$65K -941 -73%
ME
1157
McIlrath & Eck
Washington
$26K -$15.2K -220 -39%
AWM
1158
AllSquare Wealth Management
New York
$26K
WB
1159
Webster Bank
Connecticut
$25K
CPWM
1160
Cypress Point Wealth Management
Texas
$25K +$276 +4 +1%
HR
1161
Howe & Rusling
New York
$25K +$23.3K +338 New
KFS
1162
Kelly Financial Services
Massachusetts
$24.4K +$3.11K +45 +16%
VCM
1163
Versant Capital Management
Arizona
$23K +$4.21K +61 +24%
HFA
1164
HC Financial Advisors
California
$22K
TCM
1165
Tradewinds Capital Management
Washington
$22K
DWMG
1166
DB Wealth Management Group
California
$22K +$20.7K +300 New
CWAF
1167
Core Wealth Advisors (Florida)
Florida
$20K
FHA
1168
First Horizon Advisors
Tennessee
$20K
GCM
1169
Gables Capital Management
Florida
$18K
PCA
1170
Providence Capital Advisors
North Carolina
$18K +$207 +3 +1%
LWM
1171
Liberty Wealth Management
California
$17K
HFM
1172
Hartford Financial Management
Connecticut
$17K +$207 +3 +1%
AIC
1173
Archer Investment Corporation
Indiana
$16.4K +$69 +1 +0.5%
TC
1174
Trust Company
Kansas
$16K
MAWCM
1175
Mine & Arao Wealth Creation & Management
California
$15K