We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
LC
1201
Lindbrook Capital
California
$399K -$204K -1,958 -34%
TA
1202
TFB Advisors
Kansas
$399K +$24.8K +238 +7%
MA
1203
MJP Associates
Connecticut
$398K +$66.4K +638 +21%
AFP
1204
Ausdal Financial Partners
Iowa
$398K +$4.69K +45 +1%
SW
1205
SlateStone Wealth
Florida
$398K – – –
BWP
1206
Bernardo Wealth Planning
Pennsylvania
$398K +$23.3K +224 +6%
DLG
1207
Daniel L. Goodwin
$396K -$666K -6,400 -63%
ACA
1208
Atlas Capital Advisors
Wyoming
$393K +$7.18K +69 +2%
KAM
1209
Knightsbridge Asset Management
California
$388K +$376K +3,607 New
MAP
1210
Moody Aldrich Partners
Massachusetts
$388K +$381K +3,657 New
MAG
1211
Mayfair Advisory Group
Alabama
$387K – – –
SFWA
1212
Summit Financial Wealth Advisors
Louisiana
$387K +$407K +3,912 New
DWMG
1213
DB Wealth Management Group
California
$386K – – –
SPA
1214
Sherbrooke Park Advisers
New York
$386K +$376K +3,607 New
FWM
1215
Fairhaven Wealth Management
Illinois
$385K +$417 +4 +0.1%
WA
1216
Wealth Alliance
New York
$385K -$62K -595 -14%
CWM
1217
C2C Wealth Management
Arizona
$384K – – –
EL
1218
Essex LLC
Illinois
$381K +$371K +3,559 New
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$380K +$16.1K +155 +5%
InterOcean Capital Group
1220
InterOcean Capital Group
Tennessee
$380K -$238K -2,285 -39%
SAMT
1221
Select Asset Management & Trust
Pennsylvania
$380K – – –
AAG
1222
Armstrong Advisory Group
Massachusetts
$380K -$28.8K -277 -7%
PWM
1223
Palumbo Wealth Management
New York
$379K -$2.71K -26 -0.7%
SCM
1224
Schnieders Capital Management
California
$379K – – –
Avantax Planning Partners
1225
Avantax Planning Partners
Iowa
$378K -$51.6K -496 -12%