We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BST
1601
Bath Savings Trust
Maine
$419K +$1.89K +2 +0.5%
DBRC
1602
D.B. Root & Company
Pennsylvania
$419K +$68.1K +72 +22%
ECM
1603
EagleClaw Capital Management
Massachusetts
$418K -$1.89K -2 -0.5%
TWM
1604
Tradition Wealth Management
Minnesota
$417K +$10.4K +11 +3%
SWA
1605
Sax Wealth Advisors
New Jersey
$416K +$375K +397 New
CH
1606
Cromwell Holdings
Wyoming
$416K – – –
PAM
1607
Peak Asset Management
Colorado
$414K – – –
KW
1608
Keyvantage Wealth
Pennsylvania
$410K -$20.8K -22 -5%
OF
1609
Optimize Financial
California
$409K -$1.89K -2 -0.5%
JWA
1610
JFS Wealth Advisors
Pennsylvania
$408K +$9.46K +10 +3%
BTWM
1611
Baker Tilly Wealth Management
Wisconsin
$408K +$1.89K +2 +0.5%
ANBT
1612
American National Bank & Trust
Texas
$404K +$7.57K +8 +2%
ICP
1613
Interchange Capital Partners
Pennsylvania
$401K -$2.84K -3 -0.8%
FCH
1614
Freestone Capital Holdings
Washington
$401K +$79.4K +84 +28%
RCYC
1615
Richard C. Young & Co
Rhode Island
$400K +$1.89K +2 +0.5%
DOA
1616
D'Orazio & Associates
Virginia
$400K -$3.78K -4 -1%
VAF
1617
Values Added Financial
District of Columbia
$400K +$18K +19 +5%
AL
1618
Aspiriant LLC
California
$399K -$22.7K -24 -6%
CFS
1619
CRA Financial Services
New Jersey
$399K -$3.78K -4 -1%
AFT
1620
Alpha Family Trust
California
$399K – – –
CIA
1621
Compass Ion Advisors
Pennsylvania
$398K +$2.84K +3 +0.8%
APW
1622
Acima Private Wealth
Virginia
$398K – – –
CNTOF
1623
Canandaigua National Trust of Florida
New York
$398K +$1.89K +2 +0.5%
ZBNA
1624
Zions Bancorporation, National Association
Utah
$397K -$10.4K -11 -3%
CA
1625
Continuum Advisory
Idaho
$393K -$256K -271 -42%
63 64
65
66 67