We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LWA
1101
Lineweaver Wealth Advisors
Ohio
$826K +$106K +126 +15%
AB
1102
Atlas Brown
Kentucky
$823K
OCG
1103
Opus Capital Group
Ohio
$822K -$234K -277 -23%
WPW
1104
Waldron Private Wealth
Pennsylvania
$820K
AO
1105
Advisor OS
Illinois
$819K -$253K -300 -24%
CA
1106
Cambridge Advisors
Nebraska
$816K -$35.5K -42 -4%
FPF
1107
First Pacific Financial
Washington
$811K +$81.9K +97 +12%
CAS
1108
Cascadia Advisory Services
Oregon
$802K -$25.3K -30 -3%
FFN
1109
Focus Financial Network
Minnesota
$802K +$11K +13 +1%
PFG
1110
PAX Financial Group
Texas
$801K -$22K -26 -3%
MWA
1111
Meridian Wealth Advisors
Texas
$789K +$94.6K +112 +14%
Fiera Capital (Canada)
1112
Fiera Capital (Canada)
Quebec, Canada
$787K -$19.4K -23 -2%
EAMA
1113
EFG Asset Management (Americas)
Florida
$780K +$15.2K +18 +2%
GC
1114
Grimes & Company
Massachusetts
$779K +$20.3K +24 +3%
EGA
1115
E&G Advisors
Texas
$777K -$750K -888 Closed
GC
1116
Gilbert & Cook
Iowa
$777K +$21.1K +25 +3%
WA1
1117
Wimmer Associates 1
California
$774K
WFC
1118
Western Financial Corp
California
$774K +$33.8K +40 +5%
TFS
1119
Thoroughbred Financial Services
Tennessee
$772K -$15.2K -18 -2%
BPA
1120
Beacon Pointe Advisors
California
$772K +$746K +883 New
TIAM2
1121
Tru Independence Asset Management 2
Oregon
$771K -$32.1K -38 -4%
LC
1122
LCNB Corp
Ohio
$771K -$4.22K -5 -0.6%
CPO
1123
Cerity Partners OCIO
New York
$767K +$73.5K +87 +11%
LWMM
1124
Legacy Wealth Management (Mississippi)
Mississippi
$766K
FHA
1125
Flagship Harbor Advisors
Massachusetts
$764K -$11K -13 -1%