We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1251
Catalyst Financial Partners
Massachusetts
$1.04M +$40.5K +37 +4%
LNB
1252
Ledyard National Bank
$1.04M -$83.1K -76 -7%
M
1253
MOTCO
Texas
$1.04M
MW
1254
MBL Wealth
North Carolina
$1.04M +$466K +426 +78%
ELI
1255
Empire Life Investments
Ontario, Canada
$1.04M
BONST
1256
Bank of Nova Scotia Trust
Ontario, Canada
$1.04M -$61.2K -56 -5%
RC
1257
Roundview Capital
New Jersey
$1.03M -$235K -215 -18%
GPWM
1258
Grant Private Wealth Management
California
$1.03M +$116K +106 +12%
CWM
1259
Chesapeake Wealth Management
Virginia
$1.02M -$45.9K -42 -4%
EFG
1260
Elevated Financial Group
Indiana
$1.02M +$1.04M +952 New
AG
1261
AlTi Global
New York
$1.02M -$574K -525 -36%
TFCP
1262
Twin Focus Capital Partners
Massachusetts
$1.02M
PCS
1263
Personal CFO Solutions
New Jersey
$1.02M
SG
1264
Strid Group
Pennsylvania
$1.02M +$10.9K +10 +1%
CFG
1265
Cooper Financial Group
California
$1.01M -$137K -125 -12%
EPIM
1266
Evelyn Partners Investment Management
$1.01M -$122K -112 -11%
CAM
1267
Columbia Asset Management
Michigan
$1.01M -$38.3K -35 -4%
HWA
1268
Heritage Wealth Advisors
Virginia
$1.01M
MWM
1269
Modern Wealth Management
Kansas
$1.01M +$145K +133 +16%
WA
1270
Wealth Architects
California
$1.01M -$67.8K -62 -6%
Impax Asset Management Group
1271
Impax Asset Management Group
United Kingdom
$1.01M
MC
1272
Matisse Capital
Oregon
$1.01M
IA
1273
IFC Advisors
California
$1M -$25.1K -23 -2%
KA
1274
Klingman & Associates
New York
$1M -$91.8K -84 -8%
RWM
1275
Revisor Wealth Management
Ohio
$1M +$467K +427 +89%