We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1051
Americana Partners
Texas
$308K +$291K +614 New
LWM
1052
Lyell Wealth Management
California
$307K +$33.2K +70 +13%
BFO
1053
Biltmore Family Office
North Carolina
$307K +$289K +610 New
FPS
1054
Fieldpoint Private Securities
Connecticut
$306K +$26.1K +55 +10%
AB
1055
Atlas Brown
Kentucky
$305K +$9.96K +21 +4%
BSW
1056
Buckingham Strategic Wealth
Missouri
$304K +$59.3K +125 +26%
FCA
1057
FLC Capital Advisors
California
$303K – – –
SAM
1058
Strategy Asset Managers
California
$303K +$286K +602 New
BPB
1059
Badgley, Phelps & Bell
Washington
$301K +$949 +2 +0.3%
AWE
1060
Avidian Wealth Enterprises
Texas
$301K +$284K +599 New
FMWA
1061
Forvis Mazars Wealth Advisors
Missouri
$300K +$31.3K +66 +12%
JWCA
1062
J.W. Cole Advisors
Florida
$300K +$283K +596 New
NFC
1063
Northeast Financial Consultants
Connecticut
$299K -$185K -390 -40%
MGWM
1064
Marks Group Wealth Management
Minnesota
$299K +$282K +594 New
MTC
1065
McDaniel Terry & Co
Texas
$297K – – –
1IA
1066
1834 Investment Advisors
Wisconsin
$292K -$2.44M -5,139 -90%
CRC
1067
Curi RMB Capital
Illinois
$292K +$24.7K +52 +10%
NFG
1068
Next Financial Group
Texas
$292K +$65K +137 +31%
BW
1069
Bison Wealth
Georgia
$291K -$4.74K -10 -2%
LSAG
1070
Lake Street Advisors Group
New Hampshire
$291K +$1.42K +3 +0.5%
CDH
1071
Charles D. Hyman
$291K +$274K +578 New
SMC
1072
Smith, Moore & Co
Missouri
$290K -$22.8K -48 -8%
WPP
1073
Whalerock Point Partners
Rhode Island
$289K -$75.9K -160 -22%
RCA
1074
Resonant Capital Advisors
Wisconsin
$289K +$273K +576 New
NCM
1075
Northside Capital Management
Oregon
$288K – – –
41 42
43
44 45