We are live on ! Find out more
BXSL icon

Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
MYIA
76
Mount Yale Investment Advisors
Colorado
$3.6M +$940K +39,351 +36%
CIM
77
Confluence Investment Management
Missouri
$3.48M +$61.1K +2,559 +2%
AWA
78
Amplius Wealth Advisors
Pennsylvania
$3.47M -$1.08M -45,365 -24%
VVP
79
Venture Visionary Partners
Ohio
$3.46M
AWA
80
Arkadios Wealth Advisors
Georgia
$3.4M +$145K +6,057 +4%
VAS
81
Vestmark Advisory Solutions
Massachusetts
$3.37M +$916K +38,351 +37%
Baird Financial Group
82
Baird Financial Group
Wisconsin
$3.35M -$193K -8,102 -5%
TCA
83
Transcend Capital Advisors
New Jersey
$3.3M +$119 +5 +0%
WJWM
84
Williams Jones Wealth Management
New York
$3.3M +$2.03M +84,876 +157%
MCA
85
Magnolia Capital Advisors
Mississippi
$3.25M +$580K +24,291 +22%
PL
86
Parkwood LLC
Ohio
$3.03M
WC
87
Waterloo Capital
Texas
$3.03M +$2.76M +115,618 +964%
SSA
88
Schonfeld Strategic Advisors
New York
$3M +$3.03M +126,726 New
WA
89
Whipplewood Advisors
Colorado
$2.88M +$921K +38,570 +47%
CA
90
Cornerstone Advisory
Maryland
$2.77M -$285K -11,941 -9%
IFWM
91
Institute for Wealth Management
Colorado
$2.74M +$1.95M +81,503 +238%
PVI
92
Pine Valley Investments
New Jersey
$2.74M -$402K -16,829 -13%
SF
93
Summit Financial
New Jersey
$2.62M +$1.13M +47,227 +79%
MCM
94
MAI Capital Management
Ohio
$2.59M +$1.87M +78,342 +275%
SFA
95
Sequoia Financial Advisors
Ohio
$2.59M +$46.4K +1,944 +2%
AI
96
ArchPoint Investors
Florida
$2.58M +$2.01M +84,300 +401%
William Blair & Company
97
William Blair & Company
Illinois
$2.56M +$338K +14,170 +15%
EFG
98
Ethos Financial Group
Pennsylvania
$2.51M -$81.7K -3,420 -3%
AWE
99
Avidian Wealth Enterprises
Texas
$2.5M +$137K +5,726 +6%
PWA
100
Prairie Wealth Advisors
Nebraska
$2.49M