We are live on ! Find out more
BX icon

Blackstone
BX

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
1901
Private Wealth Management Group
New Jersey
$99.8K +$63.1K +525 +163%
PMFA
1902
Plante Moran Financial Advisors
Michigan
$97.2K +$7.33K +61 +8%
FFO
1903
Fortitude Family Office
Arizona
$94.4K -$721 -6 -0.7%
OCM
1904
Orion Capital Management
California
$94.1K – – –
ABC
1905
Anchor Bay Capital
California
$94.1K +$79.8K +664 New
BC
1906
Bayforest Capital
United Kingdom
$93.1K +$72.8K +606 +328%
JSAM
1907
J. Safra Asset Management
New York
$92.3K +$3.12K +26 +3%
HNW
1908
High Note Wealth
Minnesota
$91.9K +$5.41K +45 +6%
CTC
1909
Cetera Trust Company
Minnesota
$88.3K – – –
CAM
1910
Chesapeake Asset Management
New York
$88.1K +$14.3K +119 +19%
TLA
1911
Tanglewood Legacy Advisors
Texas
$85.4K +$841 +7 +1%
CB
1912
Centennial Bank
Arkansas
$85.3K – – –
MCM
1913
MV Capital Management
Maryland
$83.9K +$13.3K +111 +18%
CHC
1914
City Holding Co
West Virginia
$83.8K – – –
APW
1915
Atlantic Private Wealth
North Carolina
$82.4K – – –
WAM
1916
Wolverine Asset Management
Illinois
$82.4K – – –
FB
1917
First Bancorp
Maine
$81.2K +$82.9K +690 New
SIS
1918
Strategic Investment Solutions
Illinois
$81K -$120K -1,000 -59%
VL
1919
Vima LLC
Michigan
$76.9K +$78.5K +653 New
PP
1920
Pingora Partners
Wyoming
$76.5K – – –
CFFP
1921
Center for Financial Planning
Michigan
$75.3K – – –
BONH
1922
Bank of New Hampshire
New Hampshire
$74.7K – – –
SGK
1923
Steigerwald Gordon & Koch
Virginia
$74.5K – – –
HAP
1924
Harbor Asset Planning
Massachusetts
$73.9K – – –
FCAS
1925
First Command Advisory Services
Texas
$73.7K -$20.7K -172 -22%
75 76
77
78 79