We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SRC
1801
Shufro Rose & Co
New York
$266K – – –
BIG
1802
Builder Investment Group
Georgia
$265K – – –
FPW
1803
Fairvoy Private Wealth
Alabama
$265K +$1.2K +7 +0.5%
PWG
1804
Portside Wealth Group
Utah
$263K +$8.57K +50 +3%
ANTB
1805
AMG National Trust Bank
Colorado
$262K -$9.42K -55 -3%
BA
1806
Bristlecone Advisors
Washington
$262K -$40.8K -238 -13%
DWA
1807
Delta Wealth Advisors
Indiana
$261K – – –
SA
1808
Sovran Advisors
California
$261K +$514 +3 +0.2%
CWA
1809
Canvas Wealth Advisors
Kansas
$260K +$18.5K +108 +8%
FWM
1810
FFT Wealth Management
Pennsylvania
$259K – – –
RB
1811
Renasant Bank
Mississippi
$259K -$74.9K -437 -22%
RCM
1812
RNC Capital Management
California
$259K -$231K -1,350 -47%
KSWA
1813
Kathleen S. Wright Associates
Pennsylvania
$259K – – –
1WM
1814
1900 Wealth Management
Texas
$259K +$259K +1,514 New
WCP
1815
Wick Capital Partners
Pennsylvania
$258K -$265K -1,548 -51%
SWGC
1816
Summit Wealth Group (Colorado)
Colorado
$258K +$412K +2,406 New
DIA
1817
Dana Investment Advisors
Wisconsin
$257K -$95.8K -559 -27%
RCM
1818
Requisite Capital Management
Texas
$257K +$258K +1,506 New
BDF
1819
Black Diamond Financial
Maryland
$257K -$14.4K -84 -5%
DPI
1820
Diversified Portfolios Inc
Michigan
$257K – – –
CCMG
1821
Clark Capital Management Group
Pennsylvania
$257K +$258K +1,504 New
EPAM
1822
Evelyn Partners Asset Management
$257K +$99K +578 +62%
RAG
1823
RIA Advisory Group
Iowa
$257K -$78.6K -459 -23%
CFG
1824
Carr Financial Group
Massachusetts
$256K +$257K +1,500 New
CA
1825
Cambridge Advisors
Nebraska
$256K – – –
71 72
73
74 75