We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
926
Ropes Wealth Advisors
Massachusetts
$384K +$33.9K +75 +10%
CA
927
Claro Advisors
Massachusetts
$383K +$93.6K +207 +34%
JFA
928
JNBA Financial Advisors
Minnesota
$381K +$12.7K +28 +4%
CC
929
Cipher Capital
New York
$379K -$874K -1,932 -71%
MBT
930
Montecito Bank & Trust
California
$377K -$3.17K -7 -0.9%
BCM
931
Brookstone Capital Management
Illinois
$373K +$120K +265 +50%
SVWAG
932
Sound View Wealth Advisors Group
Georgia
$373K +$359K +794 New
MWM
933
Mission Wealth Management
California
$371K -$4.98K -11 -1%
PGWM
934
Parisi Gray Wealth Management
New Jersey
$370K – – –
AC
935
Abbrea Capital
California
$369K +$3.17K +7 +0.9%
GW
936
GW & Wade
Massachusetts
$366K +$9.05K +20 +3%
MFG
937
Magnus Financial Group
New York
$364K -$8.6K -19 -2%
MWM
938
Modera Wealth Management
New Jersey
$364K +$81.9K +181 +30%
FFN
939
Focus Financial Network
Minnesota
$359K +$13.6K +30 +4%
OC
940
Oakworth Capital
Alabama
$359K +$28K +62 +9%
BA
941
Boston Advisors
Massachusetts
$354K -$14.9K -33 -4%
TA
942
Tiedemann Advisors
New York
$353K -$2.21M -4,875 -87%
Dodge & Cox
943
Dodge & Cox
California
$352K – – –
NNP
944
Nachman Norwood & Parrott
South Carolina
$352K +$5.43K +12 +2%
QCG
945
Quadrant Capital Group
Ohio
$352K +$116K +256 +48%
EFS
946
Essex Financial Services
Connecticut
$350K +$337K +745 New
WKWM
947
Walter & Keenan Wealth Management
Indiana
$349K – – –
BAM
948
Berkshire Asset Management
Pennsylvania
$347K -$4.52K -10 -1%
FIM
949
Freedom Investment Management
Connecticut
$346K +$49.3K +109 +17%
MIC
950
Means Investment Company
Maine
$345K +$1.36K +3 +0.4%