We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1151
Reilly Financial Advisors
California
$73K +$49K +110 +204%
BWM
1152
Baystate Wealth Management
Massachusetts
$72K -$2.67K -6 -4%
FMB
1153
Field & Main Bank
Kentucky
$72K +$22.3K +50 +45%
PI
1154
PineBridge Investments
New York
$70K -$445 -1 -0.6%
BFC
1155
Bedel Financial Consulting
Indiana
$70K +$5.34K +12 +8%
PFGIA
1156
Patriot Financial Group Insurance Agency
Massachusetts
$69K – – –
THWM
1157
Taylor Hoffman Wealth Management
Virginia
$69K – – –
WAP
1158
Wealthcare Advisory Partners
Pennsylvania
$69K – – –
CFA
1159
Carroll Financial Associates
North Carolina
$68K +$4.9K +11 +8%
Loomis, Sayles & Company
1160
Loomis, Sayles & Company
Massachusetts
$68K +$68.1K +153 New
CYG
1161
Clean Yield Group
Vermont
$67K – – –
HFM
1162
Hartford Financial Management
Connecticut
$67K – – –
ONST
1163
Old North State Trust
North Carolina
$65K -$18.7K -42 -22%
TL
1164
TrueWealth LLC
Georgia
$65K – – –
DAM
1165
Delta Asset Management
Tennessee
$65K +$18.7K +42 +41%
PFO
1166
Pathstone Family Office
New Jersey
$62K -$89.1K -200 -59%
CFG
1167
Citizens Financial Group
Rhode Island
$60K -$13.4K -30 -18%
CAN
1168
Claraphi Advisory Network
United States
$60K +$60.1K +135 New
LWM
1169
Liberty Wealth Management
California
$59K +$8.46K +19 +17%
SCM
1170
Silvant Capital Management
Georgia
$53K -$11.6K -26 -18%
NCM
1171
Nelson Capital Management
California
$51K – – –
FANJ
1172
Financial Architects (New Jersey)
New Jersey
$50K -$1.78K -4 -3%
PO
1173
Private Ocean
California
$50K +$21.4K +48 +77%
PCM
1174
Penserra Capital Management
California
$50K +$50.8K +114 New
AIC
1175
Archer Investment Corporation
Indiana
$45K – – –