We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ICP
1601
Interchange Capital Partners
Pennsylvania
$216K +$223K +317 New
FOA
1602
Five Oceans Advisors
California
$215K – – –
BCM
1603
Brainard Capital Management
Texas
$215K +$2.11K +3 +0.9%
PCM
1604
Prelude Capital Management
New York
$214K +$225K +320 New
MFG
1605
Magnus Financial Group
New York
$213K +$225K +319 New
XF
1606
XML Financial
Maryland
$213K +$704 +1 +0.3%
APG
1607
Abacus Planning Group
South Carolina
$212K – – –
FHB
1608
First Hawaiian Bank
Hawaii
$211K -$6.34K -9 -3%
POIA
1609
Pin Oak Investment Advisors
Texas
$211K -$14.1K -20 -6%
CIA
1610
Compass Ion Advisors
Pennsylvania
$211K +$1.41K +2 +0.6%
EWM
1611
Elite Wealth Management
Washington
$210K +$704 +1 +0.3%
W
1612
Wealthquest
Ohio
$209K – – –
RBCM
1613
Raub Brock Capital Management
California
$208K – – –
FCIM
1614
Fairview Capital Investment Management
California
$208K +$219K +311 New
SIC
1615
Sterling Investment Counsel
New York
$207K +$218K +310 New
AC
1616
Avestar Capital
New York
$207K -$45.1K -64 -17%
PA
1617
Perennial Advisors
New York
$207K +$218K +309 New
ANBT
1618
American National Bank & Trust
Texas
$206K +$93K +132 +75%
SWP
1619
Strategic Wealth Partners
Ohio
$205K +$2.11K +3 +1%
CWC
1620
Carolinas Wealth Consulting
North Carolina
$204K +$46.5K +66 +28%
CAWM
1621
Capital Advisors Wealth Management
Washington
$204K -$13.4K -19 -6%
CWM
1622
Centric Wealth Management
Illinois
$201K – – –
HPWA
1623
Hall Private Wealth Advisors
North Carolina
$201K -$247K -351 -54%
FSA
1624
Fort Sheridan Advisors
Illinois
$201K – – –
SPIO
1625
Seven Post Investment Office
California
$201K – – –
63 64
65
66 67