We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1551
Promethium Advisors
Maryland
$377K +$137K +1,000 +66%
SXL
1552
Summit X LLC
Missouri
$376K +$138K +1,007 +67%
TAM
1553
Trillium Asset Management
Massachusetts
$376K
MC
1554
Mathes Company
New York
$375K
DE
1555
Diversified Enterprises
Delaware
$374K -$119K -868 -26%
CI
1556
Corient IA
Florida
$374K
MTC
1557
McDaniel Terry & Co
Texas
$374K
OPPS
1558
Obsidian Personal Planning Solutions
Maryland
$374K
TWA
1559
Trace Wealth Advisors
California
$374K
FWI
1560
Facet Wealth Inc
Maryland
$374K +$69.1K +503 +30%
CW
1561
Channel Wealth
California
$371K
OA
1562
Operose Advisors
Wisconsin
$369K
BA
1563
Bridgewater Associates
Connecticut
$369K -$283K -2,061 -46%
BAAM
1564
Baker Avenue Asset Management
California
$368K -$26.2K -191 -7%
HCP
1565
Hardin Capital Partners
South Carolina
$367K
RWMG
1566
Redwood Wealth Management Group
New Jersey
$366K -$1.37K -10 -0.4%
FMWA
1567
Forvis Mazars Wealth Advisors
Missouri
$364K -$275 -2 -0.1%
Vanguard Capital Wealth Advisors
1568
Vanguard Capital Wealth Advisors
Colorado
$364K
OAM
1569
Occidental Asset Management
California
$364K -$159K -1,155 -32%
PC
1570
Port Capital
Illinois
$363K
RC
1571
Reik & Co
New York
$363K
LWM
1572
Lionshead Wealth Management
New York
$362K -$79.3K -577 -19%
WHG
1573
Westwood Holdings Group
Texas
$361K +$7.28K +53 +2%
HG
1574
Herbst Group
Connecticut
$361K +$19.1K +139 +6%
PA
1575
PFG Advisors
Arizona
$361K +$52.6K +383 +19%