We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
GGI
1351
Godsey & Gibb Inc
Virginia
$657K
PCTC
1352
Perkins Coie Trust Company
Washington
$657K
RC
1353
Roundview Capital
New Jersey
$654K +$656K +3,830 New
GCP
1354
GSA Capital Partners
United Kingdom
$654K +$179K +1,046 +38%
Acadian Asset Management
1355
Acadian Asset Management
Massachusetts
$654K +$617K +3,599 +1,531%
UAG
1356
United Advisor Group
Ohio
$654K +$5.31K +31 +0.8%
GLA
1357
Great Lakes Advisors
Illinois
$651K +$2.74K +16 +0.4%
KFGK
1358
Keystone Financial Group (Kentucky)
Kentucky
$650K +$11.5K +67 +2%
PWPS
1359
Pinnacle Wealth Planning Services
Ohio
$649K +$273K +1,591 +72%
RA
1360
RFG Advisory
Alabama
$649K +$76.6K +447 +13%
CI
1361
CX Institutional
Indiana
$647K -$1.71K -10 -0.3%
PFA
1362
Plotkin Financial Advisors
Maryland
$646K
MWS
1363
MFA Wealth Services
California
$644K +$17.8K +104 +3%
MSAM
1364
Moloney Securities Asset Management
Missouri
$642K +$7.71K +45 +1%
OFS
1365
OneAscent Financial Services
Alabama
$642K -$37.9K -221 -6%
AWM
1366
Avior Wealth Management
Nebraska
$640K +$50.4K +294 +9%
NFG
1367
Nadler Financial Group
Illinois
$640K -$103K -600 -14%
CRI
1368
Colonial River Investments
Virginia
$639K -$25K -146 -4%
SFG
1369
Sovereign Financial Group
Connecticut
$637K -$7.37K -43 -1%
SFG
1370
Shum Financial Group
California
$635K +$637K +3,719 New
WGC
1371
Watts Gwilliam & Co
Arizona
$632K
AWM
1372
Ameliora Wealth Management
Switzerland
$630K +$64.6K +377 +11%
PFO
1373
PMG Family Office
Texas
$629K +$630K +3,680 New
WWM
1374
Westwood Wealth Management
California
$628K -$428K -2,500 -40%
VWM
1375
Venturi Wealth Management
Texas
$625K +$23.6K +138 +4%