We are live on ! Find out more
BX icon

Blackstone

Name Holding Trade Value Shares
Change
Change in
Stake
EB
1951
Emprise Bank
Kansas
$219K
NHC
1952
Nicholas Hoffman & Company
Georgia
$218K -$3.34K -22 -2%
GIM
1953
Goelzer Investment Management
Indiana
$217K +$214K +1,411 New
AWM
1954
Act Wealth Management
Texas
$217K +$17K +112 +9%
CCM
1955
Cullen Capital Management
New York
$216K
WAS
1956
Wealth Advisory Solutions
Indiana
$216K +$456 +3 +0.2%
CFP
1957
Cascade Financial Partners
California
$216K +$213K +1,399 New
VAMG
1958
Voisard Asset Management Group
Michigan
$215K +$3.95K +26 +2%
EAM
1959
Everstar Asset Management
North Carolina
$215K -$1.82K -12 -0.9%
NAS
1960
NWF Advisory Services
California
$214K +$456 +3 +0.2%
GTAM
1961
Global Trust Asset Management
Florida
$213K
PD
1962
Planning Directions
Pennsylvania
$213K -$17.9K -118 -8%
BWM
1963
Baron Wealth Management
Michigan
$213K +$210K +1,381 New
BCM
1964
BTC Capital Management
Iowa
$213K
SWM
1965
Shepherd Wealth Management
Ohio
$213K +$198K +1,300 New
RAG
1966
RIA Advisory Group
Iowa
$212K -$19K -125 -8%
WIM
1967
Warwick Investment Management
Texas
$212K +$28.3K +186 +16%
JC
1968
JB Capital
Connecticut
$211K +$208K +1,371 New
PWM
1969
Proathlete Wealth Management
Florida
$211K +$117K +772 +129%
FWP
1970
Firethorn Wealth Partners
Georgia
$211K -$47.3K -311 -19%
GFG
1971
Genesis Financial Group
New Jersey
$210K +$207K +1,360 New
AGP
1972
Autumn Glory Partners
Texas
$209K
NCM
1973
Novare Capital Management
North Carolina
$209K
ACM
1974
AlphaStar Capital Management
North Carolina
$209K +$4.41K +29 +2%
DR
1975
Davis Rea
Ontario, Canada
$208K