We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
SWIM
1876
Smallwood Wealth Investment Management
New Jersey
$221K +$223K +1,281 New
BFG
1877
Baron Financial Group
New Jersey
$220K +$222K +1,275 New
BFG
1878
Bouchey Financial Group
New York
$219K +$221K +1,271 New
MCWA
1879
Meadow Creek Wealth Advisors
Georgia
$218K +$220K +1,262 New
AT
1880
American Trust
Kentucky
$217K +$220K +1,261 New
EFA
1881
Evernest Financial Advisors
Indiana
$217K +$220K +1,261 New
BP
1882
BNP Paribas
France
$217K -$80.1K -460 -27%
LWCFA
1883
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$217K -$40.9K -235 -16%
SIC
1884
Sage Investment Counsel
Tennessee
$216K +$218K +1,251 New
WPW
1885
Watershed Private Wealth
Illinois
$216K -$95.8K -550 -31%
WCFA
1886
Walkner Condon Financial Advisors
Wisconsin
$216K +$218K +1,250 New
ACA
1887
Aspire Capital Advisors
Washington
$215K +$217K +1,248 New
BIM
1888
Bridges Investment Management
Nebraska
$215K +$217K +1,248 New
AV
1889
Aspiring Ventures
Ohio
$215K +$208K +1,196 New
RWP
1890
Ridgecrest Wealth Partners
California
$214K -$263K -1,511 -55%
ATIA
1891
American Trust Investment Advisors
New Hampshire
$214K +$216K +1,240 New
STA
1892
Smith Thornton Advisors
Alabama
$213K +$216K +1,238 New
FWP
1893
Firethorn Wealth Partners
Georgia
$212K +$215K +1,232 New
CFS
1894
Commonwealth Financial Services
West Virginia
$212K +$214K +1,228 New
CPWA
1895
Cerro Pacific Wealth Advisors
California
$211K +$240K +1,377 New
OWCM
1896
One Wealth Capital Management
Arizona
$210K +$212K +1,219 New
AC
1897
Attessa Capital
Arizona
$209K +$212K +1,215 New
PAMG
1898
Patton Albertson Miller Group
Tennessee
$209K +$212K +1,215 New
VSQM
1899
V-Square Quantitative Management
Illinois
$209K -$46.9K -269 -18%
AWM
1900
Act Wealth Management
Texas
$209K -$62.7K -360 -23%
74 75
76
77 78