We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1626
Excalibur Management
Massachusetts
$480K -$15.3K -14 -3%
PW
1627
PUREfi Wealth
Massachusetts
$480K -$13.1K -12 -3%
HFP
1628
Holistic Financial Partners
Indiana
$480K -$43.7K -40 -8%
NWMG
1629
National Wealth Management Group
Ohio
$478K -$262K -240 -35%
PTP
1630
Platform Technology Partners
New York
$478K – – –
LCWP
1631
Legacy Capital Wealth Partners
Arkansas
$477K -$40.5K -37 -8%
SA
1632
Sage Advisors
Colorado
$477K -$3.28K -3 -0.7%
SWMP
1633
Signature Wealth Management Partners
New Jersey
$476K -$4.37K -4 -0.9%
SWRP
1634
Summit Wealth & Retirement Planning
California
$475K – – –
NG
1635
Novem Group
New York
$474K -$54.7K -50 -10%
SCP
1636
Sivia Capital Partners
California
$474K +$12K +11 +3%
MCM
1637
Mengis Capital Management
Oregon
$474K – – –
OPA
1638
Old Port Advisors
Maine
$473K +$20.8K +19 +4%
WPP
1639
Whalerock Point Partners
Rhode Island
$473K -$16.4K -15 -3%
HH
1640
HWG Holdings
Texas
$473K +$483K +442 New
IP
1641
Investment Partners
Ohio
$472K +$21.9K +20 +5%
MCCA
1642
Mill Creek Capital Advisors
Pennsylvania
$472K -$3.28K -3 -0.7%
G
1643
GenTrust
Florida
$472K +$83.1K +76 +21%
JHCP
1644
Jackson Hole Capital Partners
Oklahoma
$471K -$1.09K -1 -0.2%
IIL
1645
Income Insurance Ltd
$471K +$481K +440 New
GCA
1646
Gradient Capital Advisors
California
$470K – – –
PCM
1647
Prelude Capital Management
New York
$469K +$157K +144 +49%
LC
1648
LCNB Corp
Ohio
$468K – – –
GJWM
1649
Gilliland Jeter Wealth Management
Arkansas
$467K +$4.37K +4 +0.9%
CAAS
1650
Capital Asset Advisory Services
Michigan
$467K -$19.7K -18 -4%
64 65
66
67 68