We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LWP
1051
Lumature Wealth Partners
Georgia
$932K -$58.6K -75 -6%
PWM
1052
Perigon Wealth Management
California
$929K +$35.2K +45 +4%
CPO
1053
Cerity Partners OCIO
New York
$928K +$138K +176 +17%
FFM
1054
Forum Financial Management
Illinois
$927K +$58.6K +75 +7%
OCM
1055
Orion Capital Management
California
$925K
RMCM
1056
Reynders McVeigh Capital Management
Massachusetts
$925K
SLWA
1057
San Luis Wealth Advisors
California
$922K
HPC
1058
HM Payson & Co
Maine
$922K +$60.2K +77 +7%
FMAEN1
1059
Fund Management at Engine No 1
California
$922K +$942K +1,206 New
CTA
1060
Colonial Trust Advisors
South Carolina
$920K -$50.8K -65 -5%
CIA
1061
Choate Investment Advisors
Massachusetts
$917K -$84.4K -108 -8%
YC
1062
Yarbrough Capital
Tennessee
$917K
SSWM
1063
Smith Salley Wealth Management
North Carolina
$910K -$8.59K -11 -0.9%
Fiera Capital (Canada)
1064
Fiera Capital (Canada)
Quebec, Canada
$909K +$188K +241 +25%
AAS
1065
Ameritas Advisory Services
Nebraska
$908K +$62.5K +80 +7%
KWM
1066
Keebeck Wealth Management
Illinois
$902K
DIP
1067
DT Investment Partners
Pennsylvania
$900K +$9.38K +12 +1%
BCA
1068
Bay Colony Advisors
Massachusetts
$900K +$638K +817 +226%
MWA
1069
Meridian Wealth Advisors
Texas
$892K +$195K +250 +27%
GIM
1070
Groesbeck Investment Management
New Jersey
$887K
DWM
1071
Destination Wealth Management
California
$883K -$42.2K -54 -4%
LOPW
1072
Live Oak Private Wealth
North Carolina
$882K -$20.3K -26 -2%
KWMG
1073
King Wealth Management Group
Florida
$881K
AWA
1074
Arete Wealth Advisors
Illinois
$880K +$113K +145 +14%
AIM
1075
Anchor Investment Management
South Carolina
$877K -$39.8K -51 -4%