We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VFPI
901
Vantage Financial Partners (Illinois)
Illinois
$330K +$344K +840 New
KIA
902
KCM Investment Advisors
California
$323K -$67.6K -165 -17%
CAM
903
Cresset Asset Management
Illinois
$323K +$337K +823 New
WWM
904
Western Wealth Management
Colorado
$321K +$333K +813 New
AL
905
Aspiriant LLC
California
$320K +$26.6K +65 +9%
MWM
906
Mission Wealth Management
California
$318K +$7.37K +18 +2%
PGWM
907
Parisi Gray Wealth Management
New Jersey
$316K – – –
PHK
908
Point72 Hong Kong
Hong Kong
$316K +$329K +804 New
TCM
909
Traynor Capital Management
Pennsylvania
$316K +$330K +806 New
SCM
910
Schnieders Capital Management
California
$315K -$71.7K -175 -18%
LSAG
911
Lake Street Advisors Group
New Hampshire
$315K +$329K +802 New
IA
912
IFG Advisory
Georgia
$313K -$32.8K -80 -9%
MSA
913
Marino Stram & Associates
Massachusetts
$312K +$2.05K +5 +0.7%
IWM
914
IHT Wealth Management
Illinois
$312K +$110K +268 +51%
AC
915
Abbrea Capital
California
$311K +$14.3K +35 +5%
DSC
916
Duncker Streett & Co
Missouri
$310K -$20.1K -49 -6%
CL
917
CPWM LLC
Washington
$308K +$7.78K +19 +2%
HH
918
Hilltop Holdings
Texas
$307K +$84K +205 +36%
BA
919
Boston Advisors
Massachusetts
$306K -$11.1K -27 -3%
BWP
920
Baldwin Wealth Partners
Massachusetts
$306K – – –
NNP
921
Nachman Norwood & Parrott
South Carolina
$302K +$315K +769 New
GW
922
GW & Wade
Massachusetts
$298K +$2.46K +6 +0.8%
MFG
923
Magnus Financial Group
New York
$298K +$310K +758 New
GC
924
Grimes & Company
Massachusetts
$296K -$19.7K -48 -6%
NHC
925
Nicholas Hoffman & Company
Georgia
$295K -$9.83K -24 -3%
35 36
37
38 39