We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1501
Main Street Financial Solutions
Pennsylvania
$330K -$30.1K -33 -8%
PTP
1502
Platform Technology Partners
New York
$330K +$913 +1 +0.3%
ACA
1503
Atlas Capital Advisors
Wyoming
$330K -$9.13K -10 -3%
PG
1504
Patten Group
Tennessee
$328K +$1.82K +2 +0.6%
LFA
1505
Legacy Financial Advisors
Kentucky
$328K +$31K +34 +10%
AA
1506
Aire Advisors
California
$328K +$323K +354 New
Optiver Holding
1507
Optiver Holding
Netherlands
$327K – – –
KPCM
1508
Kings Point Capital Management
New York
$327K +$10K +11 +3%
WCG
1509
Weaver Consulting Group
California
$326K – – –
APG
1510
Abacus Planning Group
South Carolina
$326K +$37.4K +41 +13%
HCM
1511
Hollencrest Capital Management
California
$325K – – –
Personal Capital Advisors
1512
Personal Capital Advisors
California
$325K +$45.6K +50 +15%
PAG
1513
Powers Advisory Group
Illinois
$325K +$324K +355 New
KFP
1514
Keystone Financial Planning
Ohio
$324K – – –
LCM
1515
LVM Capital Management
Michigan
$323K – – –
AWM
1516
Accurate Wealth Management
Florida
$322K +$16.4K +18 +5%
Harbour Investments
1517
Harbour Investments
Wisconsin
$321K -$364K -399 -53%
MCM
1518
McRae Capital Management
New Jersey
$320K – – –
RB
1519
Renasant Bank
Mississippi
$320K +$23.7K +26 +8%
Journey Strategic Wealth
1520
Journey Strategic Wealth
New Jersey
$320K +$318K +349 New
GBT
1521
Grove Bank & Trust
Florida
$317K – – –
ER
1522
Enlightenment Research
Florida
$317K +$316K +346 New
PAG
1523
Private Advisory Group
Washington
$316K +$315K +345 New
Montag & Associates
1524
Montag & Associates
Georgia
$311K – – –
GD
1525
Grandfield & Dodd
New York
$310K – – –