We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EBA
1701
Eagle Bay Advisors
New York
$162K -$173K -190 -52%
EW
1702
Evoke Wealth
California
$161K +$21K +23 +8%
BWM
1703
Baystate Wealth Management
Massachusetts
$159K
MCM
1704
MV Capital Management
Maryland
$157K +$11.9K +13 +8%
PMFA
1705
Plante Moran Financial Advisors
Michigan
$157K +$31K +34 +25%
AF
1706
Allworth Financial
California
$157K +$72.1K +79 +86%
RCG
1707
Rock Creek Group
District of Columbia
$152K -$2.74K -3 -2%
NC
1708
NewSquare Capital
Pennsylvania
$152K
BFC
1709
Bedel Financial Consulting
Indiana
$146K +$1.82K +2 +1%
LS
1710
Leelyn Smith
Illinois
$142K -$11.9K -13 -8%
MWC
1711
MBM Wealth Consultants
Missouri
$140K
SWM
1712
Selective Wealth Management
Virginia
$137K -$63.9K -70 -32%
BA
1713
Bellwether Advisors
Nebraska
$132K
VRM
1714
Vectors Research Management
New York
$130K +$36.5K +40 +39%
TWM
1715
Tradition Wealth Management
Minnesota
$125K
TIM
1716
Tortoise Investment Management
New York
$125K +$11K +12 +10%
SC
1717
Seldon Capital
California
$121K +$120K +132 New
TSWM
1718
Tyler-Stone Wealth Management
Ohio
$118K +$118K +129 New
LF
1719
Lee Financial
Texas
$116K +$116K +127 New
Twin Tree Management
1720
Twin Tree Management
Texas
$115K -$63K -69 -35%
RWM
1721
Raffa Wealth Management
District of Columbia
$114K +$6.39K +7 +6%
KFI
1722
Key Financial Inc
Pennsylvania
$114K
DAM
1723
Delta Asset Management
Tennessee
$113K
MWM
1724
Mascoma Wealth Management
New Hampshire
$112K
SCM
1725
Silvant Capital Management
Georgia
$109K