We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1151
Mainstay Capital Management
Michigan
$222K +$202K +2,276 New
CP
1152
Camelot Portfolios
Ohio
$221K +$202K +2,275 New
LOAMS
1153
Lombard Odier Asset Management (Switzerland)
Switzerland
$221K +$202K +2,278 New
PGIM
1154
Pacific Global Investment Management
California
$220K +$201K +2,263 New
PI
1155
Pettee Investors
Connecticut
$220K +$201K +2,265 New
WDC
1156
Woodward Diversified Capital
California
$218K +$199K +2,244 New
LPT
1157
Legacy Private Trust
Wisconsin
$217K +$198K +2,230 New
SWA
1158
SOA Wealth Advisors
New York
$216K -$888K -9,997 -82%
KP
1159
Keel Point
Alabama
$216K -$47.7K -537 -19%
BC
1160
Bartlett & Co
Ohio
$216K – – –
WC
1161
Whitney & Co
New York
$216K +$197K +2,219 New
BCWM
1162
Bartlett & Co Wealth Management
Ohio
$216K – – –
PFGIA
1163
Patriot Financial Group Insurance Agency
Massachusetts
$215K -$21.6K -243 -10%
CT
1164
Chicago Trust
Illinois
$215K +$196K +2,211 New
AWM
1165
Aries Wealth Management
Maine
$214K +$195K +2,200 New
GIA
1166
Guyasuta Investment Advisors
Pennsylvania
$214K +$195K +2,200 New
VDI
1167
Vaughan David Investments
Illinois
$214K +$195K +2,200 New
TFS
1168
Thoroughbred Financial Services
Tennessee
$214K +$195K +2,201 New
MWPCG
1169
Measured Wealth Private Client Group
New Hampshire
$214K +$196K +2,203 New
RFM
1170
Royal Fund Management
Florida
$214K +$196K +2,204 New
MFGM
1171
Marshall Financial Group (Maryland)
Maryland
$213K +$195K +2,193 New
SFG
1172
Sovereign Financial Group
Connecticut
$212K – – –
GWMIA
1173
Global Wealth Management Investment Advisory
Florida
$212K +$6.84K +77 +4%
GWA
1174
GGM Wealth Advisors
Maryland
$212K +$184K +2,075 New
WAG
1175
Winthrop Advisory Group
Massachusetts
$212K +$193K +2,178 New
45 46
47
48 49