We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
IPW
1751
Invictus Private Wealth
Colorado
$311K -$9.12K -60 -3%
PA
1752
Perennial Advisors
New York
$311K +$15.2K +100 +5%
FWM
1753
Forefront Wealth Management
Pennsylvania
$310K – – –
CWM
1754
CCG Wealth Management
California
$310K -$34.5K -227 -10%
SCP
1755
Sivia Capital Partners
California
$310K -$65.3K -430 -18%
WA
1756
Whipplewood Advisors
Colorado
$310K +$305K +2,009 New
BBA
1757
Baader Bank Aktiengesellschaft
Germany
$310K -$104K -683 -25%
WC
1758
Whitney & Co
New York
$309K -$43.3K -285 -12%
MWM
1759
Maltin Wealth Management
New Jersey
$309K +$1.06K +7 +0.4%
AWA
1760
Alaska Wealth Advisors
Alaska
$308K – – –
LFASL
1761
Lugano Financial Advisors SA (LFA)
Switzerland
$308K – – –
MIM
1762
Merrion Investment Management
New Jersey
$308K – – –
PPW
1763
PACK Private Wealth
Minnesota
$308K – – –
SC
1764
Searle & Co
Connecticut
$308K – – –
HC
1765
Headland Capital
South Carolina
$308K -$10.9K -72 -3%
CWS
1766
Cypress Wealth Services
California
$308K -$1.06K -7 -0.3%
WAL
1767
W Advisors LLC
Tennessee
$308K – – –
WLPWM
1768
Walled Lake Planning & Wealth Management
Illinois
$308K +$2.13K +14 +0.7%
TTWM
1769
TCV Trust & Wealth Management
Virginia
$308K – – –
VSQM
1770
V-Square Quantitative Management
Illinois
$307K +$303K +1,994 New
WRCM
1771
Western Reserve Capital Management
Ohio
$306K +$302K +1,985 New
HW
1772
Hancock Whitney
Mississippi
$305K -$37.8K -249 -11%
CPWL
1773
Coquina Private Wealth LLC
Florida
$303K +$298K +1,964 New
FBC
1774
Fairfield, Bush & Co
Connecticut
$303K +$23.4K +154 +9%
APA
1775
Astoria Portfolio Advisors
New York
$302K +$7.6K +50 +2%
69 70
71
72 73