We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWS
1526
Proactive Wealth Strategies
Georgia
$241K +$220K +254 New
CWM
1527
Connecticut Wealth Management
Connecticut
$239K +$218K +252 New
ABWM
1528
Alpine Bank Wealth Management
Colorado
$239K +$218K +252 New
MAM
1529
McLean Asset Management
Virginia
$239K +$1.73K +2 +0.8%
CG
1530
Clifford Group
Massachusetts
$238K -$10.4K -12 -5%
AIM
1531
Arcadia Investment Management
Michigan
$237K – – –
HNWAG
1532
High Net Worth Advisory Group
Florida
$235K +$214K +247 New
ZB
1533
Zions Bancorporation
Utah
$235K -$19K -22 -8%
ATS
1534
Ashton Thomas Securities
New York
$235K +$214K +247 New
AGWCA
1535
Annis Gardner Whiting Capital Advisors
Florida
$234K -$158K -183 -43%
FCA
1536
FinTrust Capital Advisors
South Carolina
$234K +$83.1K +96 +64%
BIP Wealth
1537
BIP Wealth
Georgia
$234K +$213K +246 New
MTIC
1538
Missouri Trust & Investment Company
Missouri
$233K -$12.1K -14 -5%
NCTC
1539
New Covenant Trust Company
Indiana
$233K +$213K +246 New
Wedge Capital Management
1540
Wedge Capital Management
North Carolina
$230K -$13.8K -16 -6%
1WM
1541
1858 Wealth Management
Ohio
$230K +$209K +242 New
MAM
1542
Mystic Asset Management
Rhode Island
$230K +$209K +242 New
CAS
1543
CTC Alternative Strategies
Illinois
$229K -$917K -1,059 -81%
PWLP
1544
Prio Wealth Limited Partnership
Massachusetts
$229K +$209K +241 New
BCM
1545
Blume Capital Management
California
$227K +$25.1K +29 +14%
TFA
1546
Teamwork Financial Advisors
Texas
$226K -$28.6K -33 -12%
MFG
1547
Mosaic Financial Group
Illinois
$226K – – –
RC
1548
Rovin Capital
Arizona
$226K +$206K +238 New
BFG
1549
Berger Financial Group
Minnesota
$226K +$206K +238 New
CAM
1550
Cozad Asset Management
Illinois
$226K +$206K +238 New