BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1226
Mosley Wealth Management
California
$481K +$397K +3,672 New
LCC
1227
Lincoln Capital Corp
Rhode Island
$480K -$26K -240 -6%
GJIA
1228
Glass Jacobson Investment Advisors
Maryland
$478K -$16.6K -153 -4%
JFL
1229
Jarislowsky, Fraser Ltd
Quebec, Canada
$478K +$395K +3,648 New
FBC
1230
Fairfield, Bush & Co
Connecticut
$476K -$34.9K -323 -8%
PCM
1231
Poehling Capital Management
Wisconsin
$475K -$203K -1,879 -34%
IWA
1232
IVC Wealth Advisors
Pennsylvania
$474K -$16.2K -150 -4%
VR
1233
Valued Retirements
Texas
$473K +$391K +3,611 New
EBT
1234
Enterprise Bank & Trust
Massachusetts
$472K -$172K -1,587 -31%
FWM
1235
Fairhaven Wealth Management
Illinois
$472K +$541 +5 +0.1%
SFFS
1236
Stonehage Fleming Financial Services
Jersey
$471K -$27.8K -257 -7%
JCM
1237
Janney Capital Management
Pennsylvania
$467K +$4.54K +42 +1%
PA
1238
Perennial Advisors
New York
$466K -$98.6K -911 -20%
SAMT
1239
Select Asset Management & Trust
Pennsylvania
$465K – – –
AAG
1240
Armstrong Advisory Group
Massachusetts
$464K – – –
PWM
1241
Palumbo Wealth Management
New York
$463K +$108 +1 +0%
SCM
1242
Schnieders Capital Management
California
$463K – – –
PCM
1243
Penserra Capital Management
California
$463K -$46.8K -433 -11%
BFAG
1244
Blackston Financial Advisory Group
Florida
$463K -$128K -1,180 -25%
GI
1245
GAMMA Investing
California
$462K +$402K +3,712 New
BWP
1246
Bernardo Wealth Planning
Pennsylvania
$462K -$20.1K -186 -5%
APP
1247
Avantax Planning Partners
Iowa
$462K +$108 +1 +0%
SIM
1248
Stratos Investment Management
Ohio
$460K – – –
SFG
1249
StrategIQ Financial Group
Indiana
$460K -$1.08K -10 -0.3%
EWA
1250
Exencial Wealth Advisors
Oklahoma
$460K +$20.9K +193 +6%
48 49
50
51 52