We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MPPLM
851
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$676K +$11.9K +25 +2%
PSP
852
Principal Street Partners
Tennessee
$675K -$159K -335 -20%
SWMG
853
Signature Wealth Management Group
Georgia
$675K +$18K +38 +3%
Rathbones Group
854
Rathbones Group
United Kingdom
$674K +$11.9K +25 +2%
IFG Advisory
855
IFG Advisory
Georgia
$670K +$41.3K +87 +7%
WA
856
Wambolt & Associates
Colorado
$665K +$45.1K +95 +8%
MSA
857
Marino Stram & Associates
Massachusetts
$662K +$56.5K +119 +10%
Bradley Foster & Sargent
858
Bradley Foster & Sargent
Connecticut
$661K +$28.5K +60 +5%
AF
859
Alerus Financial
North Dakota
$659K +$622K +1,310 New
CC
860
ClearArc Capital
Ohio
$658K -$218K -459 -26%
Fiera Capital (Canada)
861
Fiera Capital (Canada)
Quebec, Canada
$658K +$253K +534 +69%
Savant Capital
862
Savant Capital
Illinois
$657K +$5.69K +12 +0.9%
JGUA
863
John G. Ullman & Associates
New York
$654K -$47.4K -100 -7%
SRC
864
Sage Rhino Capital
California
$653K +$91.1K +192 +18%
ZB
865
Zions Bancorporation
Utah
$649K -$146K -307 -19%
HighPoint Advisor Group
866
HighPoint Advisor Group
Illinois
$648K -$35.6K -75 -6%
Duff & Phelps Investment Management
867
Duff & Phelps Investment Management
Illinois
$646K – – –
GCAC
868
Guardian Capital Advisors (Canada)
Ontario, Canada
$645K -$107K -225 -15%
CH
869
Canton Hathaway
Rhode Island
$637K -$14.2K -30 -2%
BFA
870
Beaumont Financial Advisors
Massachusetts
$637K +$14.7K +31 +3%
PP
871
PagnatoKarp Partners
Virginia
$630K -$949 -2 -0.2%
LOAME
872
Lombard Odier Asset Management (Europe)
United Kingdom
$625K – – –
Horizon Investments
873
Horizon Investments
North Carolina
$625K +$200K +421 +51%
Destination Wealth Management
874
Destination Wealth Management
California
$619K – – –
SS
875
Sunbelt Securities
Texas
$616K -$3.79K -8 -0.6%