We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
1201
Paragon Private Wealth Management
Kentucky
$451K +$464K +709 New
HPWM
1202
Highland Private Wealth Management
Washington
$448K +$17K +26 +3%
Ossiam
1203
Ossiam
France
$448K +$533K +815 New
EFS
1204
Essex Financial Services
Connecticut
$447K -$24.2K -37 -4%
Csenge Advisory Group
1205
Csenge Advisory Group
Florida
$445K -$303K -463 -36%
EverSource Wealth Advisors
1206
EverSource Wealth Advisors
Alabama
$444K +$11.8K +18 +2%
PAM
1207
Premier Asset Management
Illinois
$442K -$102K -156 -16%
JFA
1208
JNBA Financial Advisors
Minnesota
$442K +$5.89K +9 +1%
SS
1209
Sunbelt Securities
Texas
$442K +$19K +29 +4%
Hennessy Advisors Inc
1210
Hennessy Advisors Inc
California
$440K -$65.5K -100 -11%
FBFS
1211
First Business Financial Services
Wisconsin
$440K – – –
SVWAG
1212
Sound View Wealth Advisors Group
Georgia
$439K +$1.96K +3 +0.4%
PA
1213
Probity Advisors
Texas
$436K -$56.9K -87 -10%
LI
1214
LMCG Investments
Massachusetts
$434K -$655 -1 -0.1%
Freestone Capital Holdings
1215
Freestone Capital Holdings
Washington
$433K -$426K -651 -45%
OC
1216
Oakworth Capital
Alabama
$432K – – –
Pallas Capital Advisors
1217
Pallas Capital Advisors
Massachusetts
$431K -$53.7K -82 -11%
RGF
1218
Retirement Guys Formula
Ohio
$431K +$25.5K +39 +5%
GWM
1219
Gray Wealth Management
Maine
$430K +$13.1K +20 +3%
CS
1220
Comerica Securities
Michigan
$429K -$8.51K -13 -2%
TCPWM
1221
Traverso Chambers Private Wealth Management
California
$429K +$40.6K +62 +9%
MC
1222
Machina Capital
France
$429K +$510K +779 New
SAM
1223
Smithbridge Asset Management
Pennsylvania
$426K -$9.82K -15 -2%
WAP
1224
Wealthcare Advisory Partners
Pennsylvania
$423K +$153K +234 +44%
IBOK
1225
Independence Bank of Kentucky
Kentucky
$422K – – –