We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
976
Optimum Investment Advisors
Illinois
$287K – – –
MBT
977
Montecito Bank & Trust
California
$286K +$71.3K +135 +31%
CCM
978
Coldstream Capital Management
Washington
$285K +$31.7K +60 +12%
SBSB
979
Sullivan, Bruyette, Speros & Blaney
Virginia
$284K +$1.06K +2 +0.4%
SC
980
SouthState Corp
Florida
$283K -$3.17K -6 -1%
FC
981
Ferris Capital
Massachusetts
$283K – – –
LSAG
982
Lake Street Advisors Group
New Hampshire
$283K +$6.87K +13 +2%
JFGIW
983
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$282K -$160K -303 -35%
III
984
Independent Investors Inc
New York
$278K – – –
WKWM
985
Walter & Keenan Wealth Management
Indiana
$277K – – –
GT
986
Greenleaf Trust
Michigan
$276K +$293K +554 New
HCM
987
Howland Capital Management
Massachusetts
$273K – – –
WA
988
WBH Advisory
Maryland
$272K +$5.81K +11 +2%
PL
989
Perpetual Ltd
Australia
$272K +$288K +545 New
CAW
990
Cornerstone Advisors (Washington)
Washington
$271K +$5.29K +10 +2%
WBG
991
Wharton Business Group
Pennsylvania
$269K -$4.23K -8 -1%
FPCP
992
Fort Point Capital Partners
California
$268K -$32.2K -61 -10%
SPC
993
Stewart & Patten Company
California
$267K – – –
TBA
994
Tower Bridge Advisors
Pennsylvania
$266K +$10K +19 +4%
PWPS
995
Pinnacle Wealth Planning Services
Ohio
$265K -$141K -266 -33%
IAA
996
Independent Advisor Alliance
North Carolina
$265K +$334K +632 New
WFMPM
997
Woodley Farra Manion Portfolio Management
Indiana
$262K -$7.4K -14 -3%
PFBT
998
Parkside Financial Bank & Trust
Missouri
$261K -$5.29K -10 -2%
BST
999
Bath Savings Trust
Maine
$260K +$275K +520 New
BIAS
1000
Beacon Investment Advisory Services
New Jersey
$258K -$98.8K -187 -27%
38 39
40
41 42