We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1426
Palumbo Wealth Management
New York
$430K -$12.4K -95 -2%
SPF
1427
South Plains Financial
Texas
$429K +$149K +1,142 +44%
Valmark Advisers
1428
Valmark Advisers
Ohio
$428K -$38.4K -295 -7%
FAM
1429
Formidable Asset Management
Ohio
$426K +$46.3K +356 +15%
PCM
1430
Polymer Capital Management
New York
$426K -$85.3K -656 -15%
HBT
1431
Heartland Bank & Trust
Illinois
$424K +$10.5K +81 +2%
WG
1432
Warner Group
Connecticut
$424K +$39.4K +303 +9%
SW
1433
SlateStone Wealth
Florida
$424K -$40.2K -309 -8%
WAM
1434
WNY Asset Management
New York
$424K +$480K +3,686 New
Park National Corp
1435
Park National Corp
Ohio
$423K +$183K +1,408 +62%
GWP
1436
Gateway Wealth Partners
Wisconsin
$423K +$293K +2,251 +158%
Partners Capital Investment Group
1437
Partners Capital Investment Group
Massachusetts
$422K -$67K -515 -12%
DWP
1438
Destiny Wealth Partners
Florida
$420K +$77.4K +595 +19%
CS
1439
Capital Square
Tennessee
$419K -$5.2K -40 -1%
BFO
1440
Boston Family Office
Massachusetts
$419K +$39.3K +302 +9%
AO
1441
Advisor OS
Illinois
$418K -$13.7K -105 -3%
ACA
1442
Atlas Capital Advisors
Wyoming
$418K +$4.16K +32 +0.9%
BIA
1443
Bigelow Investment Advisors
Maine
$417K -$7.42K -57 -2%
PWP
1444
Ponta Wealth Partners
Florida
$416K -$22.1K -170 -4%
BWM
1445
BankPlus Wealth Management
Mississippi
$416K +$7.29K +56 +2%
DA
1446
Doliver Advisors
Texas
$416K +$263K +2,025 +127%
TCM
1447
Triumph Capital Management
Colorado
$416K +$13.1K +101 +3%
VR
1448
Valued Retirements
Texas
$415K – – –
ESB
1449
Essex Savings Bank
Connecticut
$413K +$3.77K +29 +0.8%
WWM
1450
Westwood Wealth Management
California
$411K +$150K +1,152 +48%