We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
1901
Winch Advisory Services
Wisconsin
$14.2K +$139 +1 +1%
OP
1902
ORG Partners
Indiana
$12.9K -$155K -1,118 -93%
LOIP
1903
Live Oak Investment Partners
Texas
$12.6K
AW
1904
Avion Wealth
Texas
$12K +$2.5K +18 +29%
PK
1905
Pflug Koory
Nebraska
$10.4K +$9.43K +68 New
MWM
1906
Mascoma Wealth Management
New Hampshire
$10.1K
DIP
1907
DT Investment Partners
Pennsylvania
$10.1K +$9.02K +65 +6,500%
OWP
1908
ORG Wealth Partners
Texas
$9.95K +$9.02K +65 New
PCM
1909
Penserra Capital Management
California
$9K
CPG
1910
Cornerstone Planning Group
New Jersey
$8.83K +$1.11K +8 +18%
BSB
1911
Bangor Savings Bank
Maine
$8.57K +$7.77K +56 New
CIA
1912
Cape Investment Advisory
Georgia
$8.43K +$4.16K +30 +120%
HWP
1913
Highline Wealth Partners
California
$7.96K +$4.44K +32 +160%
CWM
1914
Cedar Wealth Management
California
$7.66K
NIC
1915
Northwest Investment Counselors
Oregon
$7.35K +$6.66K +48 New
SC
1916
Swan Capital
Florida
$6.7K
SR
1917
Syntax Research
Florida
$6.64K
CIAS
1918
CBIZ Investment Advisory Services
Ohio
$6.28K
AIC
1919
Archer Investment Corporation
Indiana
$5.51K
PWMG
1920
Prestige Wealth Management Group
New Jersey
$5.36K -$249K -1,797 -98%
RDIA
1921
RE Dickinson Investment Advisors
Iowa
$5.05K
CB
1922
CNB Bank
Pennsylvania
$5.05K
HFS
1923
HBC Financial Services
Washington
$5K
PCFFS
1924
Pacific Center for Financial Services
California
$4.44K
MIA
1925
MeadowBrook Investment Advisors
Michigan
$4.29K