We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MIM
1126
MTM Investment Management
South Carolina
$616K – – –
BFA
1127
Beaumont Financial Advisors
Massachusetts
$616K +$17.6K +27 +3%
BFA
1128
BMS Financial Advisors
South Dakota
$616K +$37.8K +58 +6%
SCM
1129
Shelton Capital Management
Colorado
$614K – – –
BONST
1130
Bank of Nova Scotia Trust
Ontario, Canada
$612K +$33.2K +51 +5%
BWM
1131
BigSur Wealth Management
Florida
$609K – – –
SIA
1132
Schechter Investment Advisors
Michigan
$609K +$23.4K +36 +4%
MOS
1133
MGO One Seven
Ohio
$607K +$109K +168 +20%
IC
1134
Intersect Capital
California
$606K +$33.9K +52 +6%
FFMBT
1135
First Farmers & Merchants Bank Trust
Tennessee
$602K +$28K +43 +5%
BFA
1136
Bragg Financial Advisors
North Carolina
$602K +$458K +704 +247%
AB
1137
Atlas Brown
Kentucky
$599K – – –
GGS
1138
Galvin Gaustad & Stein
Arizona
$599K +$640K +983 New
PP
1139
Patron Partners
Texas
$597K +$41K +63 +7%
V
1140
VeraBank
Texas
$597K +$55.3K +85 +9%
BHBT
1141
Burke & Herbert Bank & Trust
Virginia
$596K – – –
WPW
1142
Waldron Private Wealth
Pennsylvania
$595K +$3.91K +6 +0.6%
EF
1143
Empowered Funds
Pennsylvania
$593K +$50.8K +78 +9%
CWS
1144
Cypress Wealth Services
California
$587K +$281K +431 +81%
QCM
1145
Quantinno Capital Management
New York
$586K +$438K +673 +234%
KWM
1146
KerberRose Wealth Management
Wisconsin
$582K +$622K +955 New
TFA
1147
Teamwork Financial Advisors
Texas
$581K -$296K -454 -32%
AFG
1148
Alterity Financial Group
Maine
$577K +$617K +948 New
BWM
1149
Buckley Wealth Management
Nevada
$576K -$13K -20 -2%
AIP
1150
Almanack Investment Partners
Pennsylvania
$576K -$5.86K -9 -0.9%
44 45
46
47 48