We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
DFA
1726
Delta Financial Advisors
Louisiana
$244K -$974 -6 -0.3%
BIP
1727
Blue Investment Partners
California
$244K – – –
KWA
1728
Kellett Wealth Advisors
Ohio
$244K +$162 +1 +0.1%
CA
1729
Calton & Associates
Florida
$243K +$282K +1,735 New
PPWM
1730
Perissos Private Wealth Management
Oklahoma
$242K +$2.44K +15 +0.9%
MAM
1731
Madison Asset Management
Wisconsin
$242K – – –
BCP
1732
Blue Chip Partners
Michigan
$242K +$87.5K +539 +45%
GIA
1733
GHP Investment Advisors
Colorado
$241K -$7.14K -44 -2%
TBT
1734
Texas Bank & Trust
Texas
$240K +$278K +1,715 New
QC
1735
Quent Capital
New York
$239K +$14.1K +87 +5%
BIG
1736
Builder Investment Group
Georgia
$239K – – –
WI
1737
WBI Investments
New Jersey
$239K -$96.9K -597 -26%
HB
1738
Horizon Bancorp
Indiana
$239K +$29.2K +180 +12%
SB
1739
SIG Brokerage
New York
$239K +$277K +1,709 New
WPW
1740
Warther Private Wealth
Ohio
$239K +$22.6K +139 +9%
JHCP
1741
Jackson Hole Capital Partners
Oklahoma
$239K +$57.1K +352 +26%
FMTC
1742
Farmers & Merchants Trust Company
California
$237K +$35.7K +220 +15%
CB
1743
Chris Bulman
California
$237K -$21.3K -131 -7%
PD
1744
Planning Directions
Pennsylvania
$235K +$17K +105 +7%
MSR
1745
Main Street Research
Connecticut
$235K +$61.8K +381 +29%
RCA
1746
Resonant Capital Advisors
Wisconsin
$235K +$32K +197 +13%
BMC
1747
Benin Management Corp
Connecticut
$234K +$44.6K +275 +20%
BF
1748
Blankinship & Foster
California
$233K – – –
ITIM
1749
Indiana Trust & Investment Management
Indiana
$233K -$24.3K -150 -8%
XSC
1750
X-Square Capital
Puerto Rico
$233K +$1.78K +11 +0.7%
68 69
70
71 72