We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
IFWM
1301
Institute for Wealth Management
Colorado
$375K +$147K +203 +69%
HPWM
1302
Highland Private Wealth Management
Washington
$374K -$1.45K -2 -0.4%
MGWM
1303
Marks Group Wealth Management
Minnesota
$374K +$18.1K +25 +6%
SWA
1304
Sutton Wealth Advisors
Florida
$372K +$1.45K +2 +0.4%
JSC
1305
Jackson Square Capital
California
$369K -$2.18K -3 -0.6%
MW
1306
Marcum Wealth
Ohio
$368K +$354K +488 New
EMG
1307
ETF Managers Group
New Jersey
$367K -$355K -490 -50%
ATWA
1308
Arbor Trust Wealth Advisors
Michigan
$363K +$127K +175 +57%
1IA
1309
1834 Investment Advisors
Wisconsin
$361K -$1.03M -1,415 -75%
BWAM
1310
Boyd Watterson Asset Management
Ohio
$361K +$10.9K +15 +3%
PAM
1311
Peak Asset Management
Colorado
$360K – – –
NAG
1312
Northstar Advisory Group
New Jersey
$358K -$17.4K -24 -5%
NNP
1313
Nachman Norwood & Parrott
South Carolina
$358K -$1.45K -2 -0.4%
RPWA
1314
Regent Peak Wealth Advisors
Georgia
$358K +$8.71K +12 +3%
JIC
1315
Joel Isaacson & Co
New York
$358K +$21.8K +30 +7%
FCA
1316
FLC Capital Advisors
California
$357K – – –
IP
1317
Intellectus Partners
California
$357K – – –
TIA
1318
Tiemann Investment Advisors
California
$356K -$11.6K -16 -3%
GG
1319
Gleason Group
Kentucky
$356K +$2.18K +3 +0.6%
First Citizens Bank & Trust
1320
First Citizens Bank & Trust
North Carolina
$355K -$6.53K -9 -2%
VCM
1321
Vivaldi Capital Management
Illinois
$354K -$96.5K -133 -24%
KTC
1322
Kistler-Tiffany Companies
Pennsylvania
$354K -$725 -1 -0.2%
WF
1323
WoodTrust Financial
Wisconsin
$354K – – –
MCWS
1324
McKinley Carter Wealth Services
West Virginia
$352K +$21K +29 +7%
PFBT
1325
Parkside Financial Bank & Trust
Missouri
$349K -$3.63K -5 -1%