We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
SW
1251
SlateStone Wealth
Florida
$497K +$8.74K +70 +2%
LAS
1252
LWM Advisory Services
Florida
$496K +$169K +1,352 +56%
GAA
1253
Global Assets Advisory
Florida
$495K +$472K +3,779 New
PFA
1254
Plotkin Financial Advisors
Maryland
$494K
MWM
1255
Mattern Wealth Management
Kansas
$490K +$749 +6 +0.2%
MIS
1256
Morningstar Investment Services
Illinois
$490K -$289K -2,316 -38%
VDI
1257
Vaughan David Investments
Illinois
$490K +$184K +1,473 +65%
VA
1258
Valmark Advisers
Ohio
$490K -$9.62K -77 -2%
SIM
1259
Sentry Investment Management
Wisconsin
$489K
ODG
1260
O'Dell Group
Ohio
$488K +$125 +1 +0%
RRA
1261
Round Rock Advisors
Connecticut
$488K +$88.9K +712 +24%
RFN
1262
Redwood Financial Network
Ohio
$487K -$8.37K -67 -2%
FCA
1263
Fortis Capital Advisors
Kansas
$487K +$463K +3,705 New
CCWM
1264
Cassaday & Co Wealth Management
Virginia
$486K +$78.3K +627 +20%
UF
1265
Univest Financial
Pennsylvania
$484K +$46K +368 +11%
Jones Financial Companies
1266
Jones Financial Companies
Missouri
$481K +$446K +3,575 +4,157%
GFP
1267
Gryphon Financial Partners
Ohio
$481K +$457K +3,659 New
FA
1268
Faithward Advisors
Pennsylvania
$479K +$455K +3,646 New
EBT
1269
Enterprise Bank & Trust
Massachusetts
$479K +$5K +40 +1%
FLPIM
1270
F.L. Putnam Investment Management
Massachusetts
$478K -$40.7K -326 -8%
EGA
1271
Eagle Global Advisors
Texas
$478K +$92.2K +738 +25%
BIA
1272
Bigelow Investment Advisors
Maine
$477K +$68.3K +547 +18%
FBC
1273
Fairfield, Bush & Co
Connecticut
$476K -$1.87K -15 -0.4%
VR
1274
Valued Retirements
Texas
$474K
FWM
1275
Fairhaven Wealth Management
Illinois
$474K +$500 +4 +0.1%