We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1451
Clear Creek Financial Management
Washington
$295K +$5.19K +6 +2%
FCA
1452
FLC Capital Advisors
California
$295K – – –
MHR
1453
Matthew Hamilton Rosenberg
$295K – – –
CWM
1454
Centric Wealth Management
Illinois
$295K +$1.73K +2 +0.7%
MAWA
1455
Moss Adams Wealth Advisors
Washington
$294K +$30.3K +35 +13%
OR
1456
Olympiad Research
Connecticut
$293K -$119K -138 -31%
DTC
1457
Davidson Trust Company
Washington
$292K – – –
MSFS
1458
Main Street Financial Solutions
Pennsylvania
$289K -$153K -177 -37%
Klingenstein Fields & Co
1459
Klingenstein Fields & Co
New York
$289K – – –
AI
1460
Atom Investors
Texas
$287K +$17.3K +20 +7%
CGA
1461
Crescent Grove Advisors
Illinois
$285K – – –
VI
1462
Versor Investments
New York
$285K +$260K +300 New
FP
1463
Financial Perspectives
Minnesota
$284K – – –
Copeland Capital Management
1464
Copeland Capital Management
Pennsylvania
$283K -$6.06K -7 -2%
VBCG
1465
Valley Brook Capital Group
Pennsylvania
$283K – – –
EA
1466
Everpar Advisors
Oklahoma
$282K -$406K -469 -61%
AGC
1467
Aspen Grove Capital
Colorado
$280K -$46.7K -54 -16%
WTB
1468
Washington Trust Bank
Washington
$280K – – –
CWM
1469
Cornerstone Wealth Management
Missouri
$280K +$865 +1 +0.3%
TCI Wealth Advisors
1470
TCI Wealth Advisors
Arizona
$279K +$7.79K +9 +3%
SEC
1471
Seven Eight Capital
New York
$278K +$254K +293 New
VWA
1472
Visionary Wealth Advisors
Illinois
$278K – – –
BGAI
1473
Bruce G. Allen Investments
Colorado
$277K -$8.65K -10 -3%
PMSA
1474
Patrick M. Sweeney & Associates
Illinois
$276K +$252K +291 New
FDS
1475
Freedom Day Solutions
Texas
$276K – – –