We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1476
Advisortrust Partners
North Carolina
$553K +$74.5K +72 +14%
AC
1477
Apella Capital
Connecticut
$551K +$22.8K +22 +4%
DAC
1478
Dividend Assets Capital
South Carolina
$551K -$126K -122 -18%
SAM
1479
Strategy Asset Managers
California
$550K +$1.03K +1 +0.2%
PW
1480
PUREfi Wealth
Massachusetts
$549K +$16.5K +16 +3%
MSWM
1481
Mowery & Schoenfeld Wealth Management
Illinois
$548K – – –
FWI
1482
Facet Wealth Inc
Maryland
$547K +$37.2K +36 +7%
WETS
1483
Wealth Enhancement Trust Services
South Dakota
$546K -$154K -149 -21%
LI
1484
LMCG Investments
Massachusetts
$546K – – –
LIA
1485
Limestone Investment Advisors
New York
$546K +$587K +568 New
MC
1486
Marest Capital
California
$545K +$2.07K +2 +0.4%
1IA
1487
1834 Investment Advisors
Wisconsin
$544K -$39.3K -38 -6%
BB
1488
Bell Bank
North Dakota
$543K -$33.1K -32 -5%
AA
1489
Alta Advisers
United Kingdom
$542K – – –
FMP
1490
Financial Management Professionals
Texas
$542K +$10.3K +10 +2%
SPW
1491
Signet Private Wealth
Illinois
$542K +$7.24K +7 +1%
KP
1492
Keel Point
Alabama
$541K -$141K -136 -19%
BP
1493
BBR Partners
New York
$540K -$132K -128 -19%
ANC
1494
Ames National Corp
Iowa
$539K -$3.1K -3 -0.5%
CFM
1495
Catalyst Funds Management
Australia
$539K +$580K +561 New
MA
1496
MONECO Advisors
Connecticut
$539K +$147K +142 +34%
PCS
1497
Personal CFO Solutions
New Jersey
$538K -$275K -266 -32%
TSW
1498
Three Seasons Wealth
Utah
$537K – – –
AIM
1499
Allen Investment Management
New York
$535K – – –
MW
1500
Marble Wealth
Alabama
$533K -$8.27K -8 -1%
58 59
60
61 62