We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SFM
951
Signet Financial Management
New Jersey
$560K +$103K +204 +27%
CA
952
Cambridge Advisors
Nebraska
$558K -$65.6K -130 -11%
R.M. Davis Inc
953
R.M. Davis Inc
Maine
$558K +$28.8K +57 +6%
Luther King Capital Management (LKCM)
954
Luther King Capital Management (LKCM)
Texas
$557K +$88.9K +176 +21%
SouthState Corp
955
SouthState Corp
Florida
$553K +$276K +547 +117%
Dodge & Cox
956
Dodge & Cox
California
$552K +$134K +265 +35%
Meag Munich Ergo
957
Meag Munich Ergo
Germany
$550K – – –
TI
958
tru Independence
Oregon
$547K – – –
Susquehanna Fundamental Investments
959
Susquehanna Fundamental Investments
Pennsylvania
$544K -$1.51M -3,000 -75%
HighPoint Advisor Group
960
HighPoint Advisor Group
Illinois
$543K -$84.8K -168 -14%
Cerity Partners
961
Cerity Partners
New York
$543K -$4.04K -8 -0.8%
AC
962
Abbrea Capital
California
$541K +$32.3K +64 +7%
LSAG
963
Lake Street Advisors Group
New Hampshire
$537K +$61.1K +121 +14%
WOSD
964
WFA of San Diego
California
$525K +$501K +992 New
1SB
965
1ST Source Bank
Indiana
$523K +$244K +484 +101%
BBA
966
Braun-Bostich & Associates
Pennsylvania
$520K – – –
AO
967
Advisor OS
Illinois
$520K +$483K +956 New
SC
968
SRB Corp
Massachusetts
$515K – – –
Global Retirement Partners
969
Global Retirement Partners
California
$515K +$12.1K +24 +3%
JWBC
970
J.W. Burns & Co
New York
$514K – – –
PWPS
971
Pinnacle Wealth Planning Services
Ohio
$513K +$45.9K +91 +11%
Mission Wealth Management
972
Mission Wealth Management
California
$511K +$34.8K +69 +8%
Waldron Private Wealth
973
Waldron Private Wealth
Pennsylvania
$509K +$21.2K +42 +5%
SIA
974
Soltis Investment Advisors
Utah
$509K +$172K +340 +57%
SAS
975
Stelac Advisory Services
New York
$508K +$472K +934 New