We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HFP
1351
Holistic Financial Partners
Indiana
$368K +$10.5K +15 +3%
CCP
1352
Carmel Capital Partners
California
$368K +$45.4K +65 +13%
SF
1353
Symphony Financial
Texas
$367K -$1.05M -1,507 -73%
WA
1354
Waverly Advisors
Alabama
$367K +$56.6K +81 +17%
CW
1355
CreativeOne Wealth
Kansas
$365K -$190K -272 -32%
GLA
1356
Good Life Advisors
Pennsylvania
$365K -$3.49K -5 -0.9%
JWCA
1357
J.W. Cole Advisors
Florida
$362K -$56.6K -81 -13%
NFA
1358
Northern Financial Advisors
Michigan
$361K -$22.4K -32 -5%
CAG
1359
Crestwood Advisors Group
Massachusetts
$360K +$173K +247 +80%
HCM
1360
Hall Capital Management
Rhode Island
$359K +$18.9K +27 +5%
ECG
1361
Edge Capital Group
Georgia
$357K -$25.8K -37 -6%
CWM
1362
Curi Wealth Management
North Carolina
$356K -$37.7K -54 -9%
SBIA
1363
Sheaff Brock Investment Advisors
Indiana
$356K +$97.8K +140 +34%
TL
1364
Tradewinds LLC
North Carolina
$355K +$383K +549 New
RIA
1365
Regal Investment Advisors
Michigan
$355K -$17.5K -25 -4%
MA
1366
MCF Advisors
Kentucky
$355K -$13.3K -19 -3%
WCM
1367
Weik Capital Management
Pennsylvania
$354K -$699 -1 -0.2%
PTP
1368
Platform Technology Partners
New York
$354K +$24.4K +35 +7%
FDCC
1369
Foster Dykema Cabot & Co
Massachusetts
$354K – – –
SSWM
1370
Strait & Sound Wealth Management
California
$352K +$380K +544 New
CPIG
1371
Chicago Partners Investment Group
Illinois
$351K -$21K -30 -5%
WAL
1372
W Advisors LLC
Tennessee
$350K -$39.8K -57 -10%
WHCI
1373
W.H. Cornerstone Investments
Massachusetts
$350K +$2.79K +4 +0.7%
KFI
1374
Key Financial Inc
Pennsylvania
$349K – – –
DSC
1375
Duncker Streett & Co
Missouri
$348K -$2.79K -4 -0.7%
53 54
55
56 57