We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWAM
1876
Private Wealth Asset Management
Iowa
$128K -$47.2K -393 -27%
MMG
1877
Monetary Management Group
Missouri
$126K – – –
NWMP
1878
Noble Wealth Management PBC
Colorado
$126K +$1.08K +9 +0.8%
IA
1879
IFG Advisory
Georgia
$117K +$119K +994 New
BW
1880
Bravera Wealth
North Dakota
$116K – – –
DCM
1881
Davis Capital Management
Florida
$112K +$7.93K +66 +7%
GAMA
1882
Graticule Asia Macro Advisors
New York
$110K +$113K +938 New
B
1883
Bayban
Minnesota
$108K – – –
MIM
1884
MTM Investment Management
South Carolina
$107K – – –
MSG
1885
Main Street Group
Virginia
$106K – – –
FGA
1886
Fortis Group Advisors
New Jersey
$104K +$961 +8 +0.9%
SIA
1887
Strategic Investment Advisors
Michigan
$104K +$106K +884 New
SNB
1888
Security National Bank
Nebraska
$103K -$38.8K -323 -27%
CPBTD
1889
Central Pacific Bank - Trust Division
Hawaii
$101K -$37.2K -310 -26%
FDCP
1890
Foster Dykema Cabot & Partners
Massachusetts
$101K – – –
PWMG
1891
Private Wealth Management Group
New Jersey
$99.8K +$63.1K +525 +163%
PMFA
1892
Plante Moran Financial Advisors
Michigan
$97.2K +$7.33K +61 +8%
FFO
1893
Fortitude Family Office
Arizona
$94.4K -$721 -6 -0.7%
OCM
1894
Orion Capital Management
California
$94.1K – – –
ABC
1895
Anchor Bay Capital
California
$94.1K +$79.8K +664 New
BC
1896
Bayforest Capital
United Kingdom
$93.1K +$72.8K +606 +328%
JSAM
1897
J. Safra Asset Management
New York
$92.3K +$3.12K +26 +3%
HNW
1898
High Note Wealth
Minnesota
$91.9K +$5.41K +45 +6%
CTC
1899
Cetera Trust Company
Minnesota
$88.3K – – –
CAM
1900
Chesapeake Asset Management
New York
$88.1K +$14.3K +119 +19%
74 75
76
77 78