We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GTAM
751
Global Trust Asset Management
Florida
$742K +$702K +1,445 New
OCG
752
Opus Capital Group
Ohio
$737K – – –
Mariner
753
Mariner
Kansas
$734K +$197K +405 +40%
BFS
754
Bradley Foster & Sargent
Connecticut
$732K +$40.3K +83 +6%
IHL
755
Investment House LLC
California
$727K -$670K -1,378 -49%
LOAME
756
Lombard Odier Asset Management (Europe)
United Kingdom
$721K -$57.4K -118 -8%
DPIM
757
Duff & Phelps Investment Management
Illinois
$717K – – –
MPPLM
758
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$716K +$678K +1,394 New
SWP
759
Stratos Wealth Partners
Ohio
$711K -$8.75K -18 -1%
LNC
760
Lincoln National Corp
Pennsylvania
$711K +$349K +718 +108%
CANC
761
Culbertson A N & Co
Virginia
$709K – – –
CPA
762
Clear Perspective Advisors
Illinois
$703K -$28.2K -58 -4%
MI
763
Markston International
New York
$695K -$86.5K -178 -12%
FCBT
764
First Citizens Bank & Trust
North Carolina
$695K -$6.8K -14 -1%
LG
765
LaFleur & Godfrey
Michigan
$695K – – –
CBU
766
CIBC Bank USA
Illinois
$692K +$9.24K +19 +1%
AFA
767
Aurora Financial Advisors
Massachusetts
$692K +$655K +1,348 New
TWM
768
Torch Wealth Management
Ohio
$685K +$1.46K +3 +0.2%
JG
769
Jefferies Group
New York
$664K +$307K +632 +96%
SGCA
770
Steel Grove Capital Advisors
Tennessee
$662K – – –
CA
771
Cynosure Advisors
Utah
$657K +$622K +1,279 New
KLI
772
Kelman-Lazarov Inc
Tennessee
$652K -$22.4K -46 -3%
MCM
773
Manchester Capital Management
Vermont
$650K +$445K +915 +261%
VSWA
774
Vontobel Swiss Wealth Advisors
Switzerland
$645K -$276K -567 -31%
FHAM
775
Folger Hill Asset Management
New York
$644K +$609K +1,253 New