We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWMG
1051
Signature Wealth Management Group
Georgia
$822K -$459K -633 -37%
SIM
1052
Stratos Investment Management
Ohio
$818K -$205K -283 -21%
WIC
1053
Woodmont Investment Counsel
Tennessee
$816K -$9.43K -13 -1%
DIP
1054
DT Investment Partners
Pennsylvania
$813K +$8.71K +12 +1%
MFA
1055
Mayflower Financial Advisors
Massachusetts
$810K +$37.7K +52 +5%
CPSC
1056
Carl P. Sherr & Co
Massachusetts
$803K – – –
RAM
1057
Redmond Asset Management
Virginia
$792K – – –
1SB
1058
1ST Source Bank
Indiana
$789K +$147K +203 +24%
GSBTD
1059
Glenview State Bank Trust Department
Illinois
$782K – – –
IWM
1060
IHT Wealth Management
Illinois
$781K +$264K +364 +54%
MHS
1061
M Holdings Securities
Oregon
$780K +$751K +1,035 New
CI
1062
Cordant Inc
Oregon
$778K +$749K +1,032 New
CPIA
1063
Cornell Pochily Investment Advisors
New York
$777K -$51.5K -71 -6%
PP
1064
Pegasus Partners
Wisconsin
$775K -$467K -644 -39%
PWPS
1065
Pinnacle Wealth Planning Services
Ohio
$774K +$87.8K +121 +13%
SWP
1066
Strategic Wealth Partners
Ohio
$774K +$162K +223 +28%
PWM
1067
Perigon Wealth Management
California
$774K +$213K +294 +40%
LBC
1068
Lawrence B. Cohen
$770K +$519K +716 +235%
SWP
1069
Stratos Wealth Partners
Ohio
$769K -$115K -158 -13%
SCM
1070
Shelton Capital Management
Colorado
$760K -$101K -139 -12%
TMAM
1071
Tokio Marine Asset Management
Japan
$759K +$66.7K +92 +10%
LSA
1072
L & S Advisors
California
$755K -$2.33M -3,215 -76%
MAFM
1073
Mid Atlantic Financial Management
Pennsylvania
$754K -$29.7K -41 -4%
OPS
1074
Orion Portfolio Solutions
Nebraska
$751K -$27.6K -38 -4%
MCM
1075
Mengis Capital Management
Oregon
$751K +$5.8K +8 +0.8%
41 42
43
44 45