We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TC
1401
Truvestments Capital
Florida
$267K -$7.98K -11 -3%
KFP
1402
Keystone Financial Planning
Ohio
$267K -$4.35K -6 -2%
EWM
1403
Evermay Wealth Management
Virginia
$266K +$7.25K +10 +3%
PCS
1404
Personal CFO Solutions
New Jersey
$266K +$31.9K +44 +14%
BCA
1405
Berman Capital Advisors
Georgia
$266K +$48.6K +67 +23%
FWM
1406
Fairhaven Wealth Management
Illinois
$265K -$16K -22 -6%
JWA
1407
JFS Wealth Advisors
Pennsylvania
$265K -$13.8K -19 -5%
FSC
1408
Full Sail Capital
Oklahoma
$265K – – –
MCM
1409
McRae Capital Management
New Jersey
$264K – – –
Wedge Capital Management
1410
Wedge Capital Management
North Carolina
$264K +$21.8K +30 +9%
EW
1411
Evoke Wealth
California
$263K -$6.53K -9 -3%
AFP
1412
Ausdal Financial Partners
Iowa
$262K +$17.4K +24 +7%
KP
1413
Keel Point
Alabama
$261K +$32.6K +45 +15%
FMT
1414
First Mercantile Trust
Tennessee
$260K -$21.8K -30 -8%
GCAC
1415
Guardian Capital Advisors (Canada)
Ontario, Canada
$260K – – –
TSS
1416
Two Sigma Securities
New York
$260K +$250K +345 New
Forvis Mazars Wealth Advisors
1417
Forvis Mazars Wealth Advisors
Missouri
$259K -$321K -442 -56%
PPWM
1418
PFG Private Wealth Management
Florida
$254K +$244K +337 New
WCG
1419
Weaver Consulting Group
California
$253K – – –
HHGA
1420
Halbert Hargrove Global Advisors
California
$251K -$3.63K -5 -1%
CCM
1421
Cohen Capital Management
California
$249K – – –
TCTC Holdings
1422
TCTC Holdings
Texas
$247K – – –
WC
1423
Weil Company
California
$247K +$238K +328 New
ACA
1424
Atlas Capital Advisors
Wyoming
$245K – – –
RB
1425
Renasant Bank
Mississippi
$244K -$5.08K -7 -2%