We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HBW
1451
Hazlett, Burt & Watson
West Virginia
$366K -$36.3K -52 -10%
EFG
1452
Everhart Financial Group
Ohio
$365K +$9.77K +14 +3%
EWM
1453
Evermay Wealth Management
Virginia
$365K +$20.2K +29 +7%
AHB
1454
Abner Herrman & Brock
New Jersey
$364K
HAS
1455
HBW Advisory Services
California
$364K +$2.09K +3 +0.7%
MW
1456
MBL Wealth
North Carolina
$364K +$3.49K +5 +1%
SWM
1457
Seed Wealth Management
Illinois
$363K
APIM
1458
Agate Pass Investment Management
Washington
$363K +$312K +447 New
FPCP
1459
Fort Point Capital Partners
California
$361K +$13.3K +19 +4%
SDAM
1460
Shulman DeMeo Asset Management
New York
$361K +$16.8K +24 +6%
PAG
1461
Private Advisory Group
Washington
$360K -$166K -238 -35%
SB
1462
Strategic Blueprint
Georgia
$359K -$44K -63 -12%
JDR
1463
Jay D. Rosenbaum
$359K -$325K -466 -51%
ECM
1464
EagleClaw Capital Management
Massachusetts
$357K
KWAG
1465
Kiely Wealth Advisory Group
North Carolina
$356K +$314K +450 New
RIL
1466
Rothschild Investment LLC
Illinois
$356K +$63.5K +91 +26%
PIA
1467
Perennial Investment Advisors
California
$356K -$17.5K -25 -5%
CVA
1468
Central Valley Advisors
California
$355K +$305K +437 New
PSP
1469
Principal Street Partners
Tennessee
$355K -$37K -53 -11%
GFP
1470
Gryphon Financial Partners
Ohio
$354K +$304K +436 New
CAMV
1471
Concord Asset Management (Virginia)
Virginia
$352K -$21.6K -31 -7%
IIA
1472
Integral Investment Advisors
California
$352K +$6.98K +10 +2%
PWA
1473
Phoenix Wealth Advisors
North Carolina
$351K -$1.4K -2 -0.5%
IDBONY
1474
Israel Discount Bank of New York
New York
$348K -$19.5K -28 -6%
PTP
1475
Platform Technology Partners
New York
$348K -$79.6K -114 -21%