We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
AWMF
1476
Arbor Wealth Management (Florida)
Florida
$207K +$213K +1,598 New
KSWA
1477
Kathleen S. Wright Associates
Pennsylvania
$207K +$213K +1,600 New
LDB
1478
Lee, Danner & Bass
Tennessee
$207K +$213K +1,600 New
PTB
1479
Pioneer Trust Bank
Oregon
$207K +$213K +1,600 New
SWM
1480
Scissortail Wealth Management
Oklahoma
$207K +$214K +1,602 New
ATFA
1481
All Terrain Financial Advisors
Minnesota
$206K +$212K +1,591 New
UAS
1482
United Asset Strategies
New York
$205K -$266K -1,994 -56%
ML
1483
McAdam LLC
Pennsylvania
$205K +$211K +1,581 New
BWA
1484
Bordeaux Wealth Advisors
California
$205K +$211K +1,583 New
WPA
1485
West Paces Advisors
Georgia
$204K +$205K +1,539 +4,397%
ESB
1486
Essex Savings Bank
Connecticut
$202K -$6.13K -46 -3%
LFA
1487
Lauterbach Financial Advisors
Texas
$202K +$208K +1,560 New
MCM
1488
Mainstay Capital Management
Michigan
$201K -$46.7K -350 -18%
JF
1489
JSF Financial
California
$201K +$207K +1,556 New
FPFS
1490
First Personal Financial Services
North Carolina
$198K -$10K -75 -5%
MCM
1491
Manchester Capital Management
Vermont
$194K -$15.9K -119 -7%
TF
1492
Tompkins Financial
New York
$194K – – –
HWA
1493
HHM Wealth Advisors
Tennessee
$181K – – –
Edmond de Rothschild Holding
1494
Edmond de Rothschild Holding
Switzerland
$180K +$185K +1,386 New
FBT
1495
First Bank & Trust
South Dakota
$177K +$11.9K +89 +7%
DAM
1496
Delta Asset Management
Tennessee
$172K -$3.33K -25 -2%
Capital Analysts LLC
1497
Capital Analysts LLC
Pennsylvania
$170K +$46.1K +346 +36%
FA
1498
Fortis Advisors
Pennsylvania
$155K – – –
AHIA
1499
Andrew Hill Investment Advisors
Florida
$155K +$160K +1,200 New
LS
1500
Leelyn Smith
Illinois
$151K – – –