We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FWM
1251
Fairhaven Wealth Management
Illinois
$225K -$1.14K -2 -0.5%
AA
1252
AlphaMark Advisors
Kentucky
$225K – – –
NRS
1253
Neville Rodie & Shaw
New York
$225K – – –
QC
1254
QCM Cayman
Texas
$225K – – –
CA
1255
Crumly & Associates
Illinois
$225K +$228K +400 New
SS
1256
Simplicity Solutions
Minnesota
$224K -$121K -212 -35%
CAG
1257
Crestwood Advisors Group
Massachusetts
$223K -$6.28K -11 -3%
LIM
1258
Leavell Investment Management
Alabama
$223K – – –
BWP
1259
Bernardo Wealth Planning
Pennsylvania
$220K +$6.85K +12 +3%
RSWM
1260
Robertson Stephens Wealth Management
California
$219K -$258K -452 -54%
CBN
1261
Cadence Bank NA
Texas
$219K -$11.4K -20 -5%
FPFS
1262
First Personal Financial Services
North Carolina
$218K -$104K -183 -32%
MNBTD
1263
Moody National Bank Trust Division
Texas
$218K – – –
TAM
1264
Tocqueville Asset Management
New York
$217K -$28.5K -50 -11%
BFO
1265
Biltmore Family Office
North Carolina
$215K +$571 +1 +0.3%
LOPW
1266
Live Oak Private Wealth
North Carolina
$214K -$29.7K -52 -12%
RPWA
1267
Regent Peak Wealth Advisors
Georgia
$214K -$2.85K -5 -1%
APW
1268
Acima Private Wealth
Virginia
$214K – – –
NB
1269
Nicolet Bankshares
Wisconsin
$213K -$71.3K -125 -25%
BCM
1270
BTR Capital Management
California
$213K – – –
CBFP
1271
Cedar Brook Financial Partners
Ohio
$212K +$215K +376 New
KFP
1272
Keystone Financial Planning
Ohio
$211K – – –
WCM
1273
WealthBridge Capital Management
Ohio
$211K +$214K +375 New
FFA
1274
Founders Financial Alliance
North Carolina
$210K +$194K +340 New
ISWM
1275
Independent Solutions Wealth Management
New York
$210K +$212K +372 New
49 50
51
52 53