We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
WTA
1626
Washington Trust Advisors
Massachusetts
$305K +$117K +970 +60%
LWM
1627
Lionshead Wealth Management
New York
$304K +$15.5K +129 +5%
CA
1628
Commerce Advisors
Tennessee
$304K +$2.52K +21 +0.8%
WW
1629
Westshore Wealth
California
$303K +$5.05K +42 +2%
WWM
1630
Westwood Wealth Management
California
$303K -$120K -1,000 -28%
VC
1631
Veracity Capital
Georgia
$302K +$1.08K +9 +0.4%
VP
1632
Verum Partners
North Carolina
$300K +$3.36K +28 +1%
PWM
1633
Pines Wealth Management
North Carolina
$300K +$46.7K +389 +18%
MCM
1634
Morton Capital Management
California
$299K – – –
RCA
1635
Resonant Capital Advisors
Wisconsin
$299K +$11.2K +93 +4%
AFS
1636
Aft Forsyth & Sober
Florida
$299K – – –
JSSH
1637
J. Safra Sarasin Holding
$299K +$305K +2,538 New
SIC
1638
Sigma Investment Counselors
Michigan
$298K -$88K -732 -22%
MFWP
1639
Mosaic Family Wealth Partners
Missouri
$298K +$304K +2,529 New
CIAS
1640
Capital Investment Advisory Services
North Carolina
$297K +$304K +2,528 New
FTEA
1641
Forty-three Eighteen Advisors
Arkansas
$297K +$303K +2,525 New
WAL
1642
W Advisors LLC
Tennessee
$296K +$62.2K +518 +26%
FBFS
1643
First Business Financial Services
Wisconsin
$296K -$48.4K -403 -14%
PCM
1644
Poehling Capital Management
Wisconsin
$295K – – –
GH
1645
GAM Holding
Switzerland
$294K -$128K -1,067 -30%
SWGC
1646
Summit Wealth Group (Colorado)
Colorado
$294K -$38K -316 -11%
KC
1647
Karras Company
Utah
$292K +$27.9K +232 +10%
SBFM
1648
S-Bank Fund Management
Finland
$291K +$297K +2,471 New
SSCA
1649
South Shore Capital Advisors
Massachusetts
$290K -$18.1K -151 -6%
TPI
1650
Trust Point Inc
Wisconsin
$290K -$27.3K -227 -8%
64 65
66
67 68