We are live on ! Find out more
BXSL icon

Blackstone Secured Lending

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
151
Evercore Wealth Management
New York
$1.19M +$612K +25,647 +104%
AAA
152
Adams Asset Advisors
Texas
$1.19M
NA
153
NewEdge Advisors
Louisiana
$1.17M +$328K +13,735 +39%
Brown Advisory
154
Brown Advisory
Maryland
$1.13M +$10.9K +455 +1%
SQA
155
Simon Quick Advisors
New Jersey
$1.09M +$187K +7,847 +21%
JF
156
Jump Financial
Illinois
$1.08M +$1.09M +45,531 New
RWP
157
Ridgeline Wealth Planning
Ohio
$1.07M -$38.6K -1,615 -3%
BPA
158
Beacon Pointe Advisors
California
$1.02M -$6.11M -255,929 -86%
MW
159
Marble Wealth
Alabama
$1.02M -$196K -8,214 -16%
DM
160
Delphi Management
Massachusetts
$1.01M +$3.7K +155 +0.4%
AWM
161
Aviso Wealth Management
Washington
$1.01M +$7.17K +300 +0.7%
TCM
162
TT Capital Management
California
$980K +$134K +5,600 +16%
JPLA
163
Joseph P. Lucia & Associates
New York
$951K -$65.7K -2,753 -7%
Wealth Enhancement Advisory Services
164
Wealth Enhancement Advisory Services
Minnesota
$943K +$240K +10,037 +33%
LIM
165
Leavell Investment Management
Alabama
$936K -$172K -7,208 -16%
IPWA
166
International Private Wealth Advisors
California
$932K +$938K +39,296 New
TWP
167
Tempus Wealth Planning
California
$925K
WSC
168
Wellington Shields & Co
New York
$917K -$7.59K -318 -0.8%
Truist Financial
169
Truist Financial
North Carolina
$912K +$576K +24,111 +168%
HWM
170
HB Wealth Management
Georgia
$912K +$345K +14,428 +60%
Neuberger Berman Group
171
Neuberger Berman Group
New York
$903K -$576K -24,122 -39%
AR
172
Apeiron RIA
Texas
$900K
AAS
173
Ameritas Advisory Services
Nebraska
$879K +$885K +37,070 New
P
174
&Partners
Tennessee
$865K +$541K +22,650 +164%
EH
175
Equitable Holdings
New York
$861K +$445K +18,618 +105%