We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SDWIA
1851
Schwarz Dygos Wheeler Investment Advisors
Minnesota
$255K – – –
CPWA
1852
Cerro Pacific Wealth Advisors
California
$255K +$8.97K +59 +4%
A
1853
Allianz
Germany
$254K – – –
PEA
1854
Park Edge Advisors
Ohio
$254K +$912 +6 +0.4%
KWA
1855
Kellett Wealth Advisors
Ohio
$254K -$15K -99 -6%
RWP
1856
Ridgecrest Wealth Partners
California
$254K +$13.1K +86 +6%
GWS
1857
Greykasell Wealth Strategies
California
$253K +$210K +1,379 +528%
LDB
1858
Lee, Danner & Bass
Tennessee
$252K – – –
4WM
1859
44 Wealth Management
Oregon
$252K -$78.4K -516 -24%
CA
1860
Callahan Advisors
Texas
$252K +$760 +5 +0.3%
MCRM
1861
Midway Capital Research & Management
Illinois
$252K +$248K +1,633 New
EFG
1862
Everhart Financial Group
Ohio
$251K +$912 +6 +0.4%
CFG
1863
Carr Financial Group
Massachusetts
$251K +$19.8K +130 +9%
AFWM
1864
Arta Finance Wealth Management
California
$250K +$246K +1,622 New
FWM
1865
FFT Wealth Management
Pennsylvania
$249K +$15.2K +100 +7%
PWC
1866
Pathfinder Wealth Consulting
North Carolina
$249K +$245K +1,614 New
BCG
1867
Breakwater Capital Group
New Jersey
$249K – – –
HFA
1868
Highland Financial Advisors
New Jersey
$249K +$245K +1,613 New
SIA
1869
Serenity Investment Advisors
Illinois
$248K +$242K +1,594 New
MWPCG
1870
Measured Wealth Private Client Group
New Hampshire
$247K +$152K +1,000 +166%
PFA
1871
Pathway Financial Advisers
Indiana
$247K +$2.13K +14 +0.9%
CAG
1872
Centerpoint Advisory Group
Kansas
$246K – – –
LF
1873
Lee Financial
Texas
$246K -$27.5K -181 -10%
DA
1874
Doliver Advisors
Texas
$245K – – –
PWG
1875
Portside Wealth Group
Utah
$245K +$7.29K +48 +3%
73 74
75
76 77