We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
851
Tarbox Family Office
California
$8K +$1.45K +4 +21%
GWA
852
Genesis Wealth Advisors
Massachusetts
$7.25K – – –
AWM
853
AllSquare Wealth Management
New York
$7K – – –
GAM
854
Gemmer Asset Management
California
$7K +$3.26K +9 +82%
RWM
855
Raffa Wealth Management
District of Columbia
$6.95K -$2.17K -6 -24%
BC
856
Bartlett & Co
Ohio
$6K – – –
NCM
857
Nelson Capital Management
California
$6K +$5.8K +16 New
IMS
858
Index Management Solutions
Pennsylvania
$5K +$2.17K +6 +86%
CA
859
CapWealth Advisors
Tennessee
$5K +$5.07K +14 New
IPC
860
Independent Portfolio Consultants
Florida
$5K +$5.07K +14 New
KT
861
Kanaly Trust
Texas
$4K – – –
LWA
862
Lowe Wealth Advisors
Maryland
$4K – – –
MUS
863
Mitsubishi UFJ Securities
Japan
$4K +$3.62K +10 New
NC
864
NewSquare Capital
Pennsylvania
$3K – – –
DW
865
Domani Wealth
Pennsylvania
$2.52K +$334K +921 New
CFA
866
Camarda Financial Advisors
Florida
$1K -$1.71M -4,730 -100%
CAL
867
Capital Advisors Ltd
Ohio
$1K – – –
OC
868
Oakworth Capital
Alabama
$1K – – –
RRAM
869
River Road Asset Management
Kentucky
– -$28.5M -79,724 Closed
SFM
870
Stack Financial Management
Montana
– -$20.9M -58,362 Closed
SIP
871
Stoneridge Investment Partners
Pennsylvania
– -$8.74M -24,454 Closed
CAM
872
Centre Asset Management
New York
– -$6.36M -17,780 Closed
MSWM
873
Mader & Shannon Wealth Management
Missouri
– -$4.59M -12,840 Closed
AC
874
Alpenglow Capital
California
– -$4.36M -12,200 Closed
SFP
875
Santa Fe Partners
New Mexico
– -$3.98M -11,120 Closed
33 34
35
36 37