We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FIA
1001
Foundations Investment Advisors
Arizona
$278K +$264K +584 New
WP
1002
WealthSource Partners
California
$278K +$268K +592 New
Cohen & Steers
1003
Cohen & Steers
New York
$277K -$2.51M -5,552 -90%
SS
1004
Sunbelt Securities
Texas
$277K +$7.24K +16 +3%
BCA
1005
Bray Capital Advisors
Florida
$276K – – –
EWA
1006
ERTS Wealth Advisors
Michigan
$270K -$22.6K -50 -8%
SPC
1007
Stewart & Patten Company
California
$270K – – –
FBFS
1008
First Business Financial Services
Wisconsin
$268K – – –
FDCC
1009
Foster Dykema Cabot & Co
Massachusetts
$268K – – –
LC
1010
Lindbrook Capital
California
$267K +$81.9K +181 +47%
CIM
1011
Confluence Investment Management
Missouri
$266K – – –
BWM
1012
Buckley Wealth Management
Nevada
$265K -$15.4K -34 -6%
AC
1013
Alexandria Capital
Virginia
$262K -$62.9K -139 -20%
NIM
1014
NuWave Investment Management
New Jersey
$261K +$86.4K +191 +52%
AB
1015
Atlas Brown
Kentucky
$260K – – –
CWM
1016
Circle Wealth Management
New Jersey
$260K +$28.9K +64 +13%
OIA
1017
Optimum Investment Advisors
Illinois
$259K – – –
AIL
1018
AGF Investments LLC
Ontario, Canada
$259K +$249K +551 New
FMWA
1019
Forvis Mazars Wealth Advisors
Missouri
$258K -$1.81K -4 -0.7%
BWAM
1020
Boyd Watterson Asset Management
Ohio
$257K -$905 -2 -0.4%
ACM
1021
Allred Capital Management
Texas
$256K -$905 -2 -0.4%
PL
1022
Perpetual Ltd
Australia
$256K – – –
TC
1023
Truvestments Capital
Florida
$256K +$132K +292 +115%
SFSIG
1024
San Francisco Sentry Investment Group
California
$255K – – –
TA
1025
TMD & Associates
Arizona
$255K – – –