BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VWM
1001
Venturi Wealth Management
Texas
$888K +$21.5K +33 +2%
TWA
1002
Tillar-Wenstrup Advisors
Ohio
$887K +$948K +1,456 New
RMDI
1003
R.M. Davis Inc
Maine
$882K -$15.6K -24 -2%
FCH
1004
Freestone Capital Holdings
Washington
$876K -$206K -317 -18%
CAAS
1005
Capital Asset Advisory Services
Michigan
$876K +$25.4K +39 +3%
CGL
1006
Clarius Group LLC
Washington
$876K +$48.8K +75 +6%
FMAEN1
1007
Fund Management at Engine No 1
California
$876K +$151K +232 +19%
LWP
1008
Lumature Wealth Partners
Georgia
$875K +$141K +217 +18%
CCA
1009
Cobblestone Capital Advisors
New York
$874K – – –
QCG
1010
Quadrant Capital Group
Ohio
$869K +$51.4K +79 +6%
HBT
1011
Heartland Bank & Trust
Illinois
$868K +$47.5K +73 +5%
DIP
1012
DT Investment Partners
Pennsylvania
$868K +$162K +249 +21%
CBT
1013
Central Bank & Trust
Kentucky
$865K +$503K +772 +119%
HPC
1014
HM Payson & Co
Maine
$862K +$135K +208 +17%
AWCI
1015
Alpine Woods Capital Investors
New York
$861K -$4.56K -7 -0.5%
VA
1016
Valmark Advisers
Ohio
$857K -$16.9K -26 -2%
FAIM
1017
Financial Advocates Investment Management
Washington
$856K +$401K +616 +78%
RWM
1018
Ritholtz Wealth Management
New York
$855K +$196K +301 +27%
FB
1019
Fulton Bank
Pennsylvania
$851K +$91.8K +141 +11%
EAM
1020
Eschler Asset Management
United Kingdom
$848K – – –
HR
1021
Howe & Rusling
New York
$845K +$828K +1,271 +1,096%
MWA
1022
Meridian Wealth Advisors
Texas
$841K +$139K +214 +18%
RAM
1023
Redmond Asset Management
Virginia
$839K +$63.2K +97 +8%
DWM
1024
Dakota Wealth Management
Florida
$833K +$31.3K +48 +4%
PWPS
1025
Pinnacle Wealth Planning Services
Ohio
$830K -$63.2K -97 -7%
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