We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
1751
Center for Financial Planning
Michigan
$17.7K – – –
IGWM
1752
ICA Group Wealth Management
Colorado
$17.1K +$16K +24 New
OA
1753
Operose Advisors
Wisconsin
$17K -$33.4K -50 -68%
TJHA
1754
Thomas J. Herzfeld Advisors
Florida
$17K – – –
Baillie Gifford & Co
1755
Baillie Gifford & Co
United Kingdom
$17K +$2K +3 +14%
BBPWM
1756
Blue Bell Private Wealth Management
Pennsylvania
$16.3K – – –
CFD
1757
Creative Financial Designs
Indiana
$15.2K +$668 +1 +5%
MRCM
1758
M&R Capital Management
New Jersey
$15.1K +$2K +3 +17%
LFA
1759
Legend Financial Advisors
Pennsylvania
$14.9K – – –
RWM
1760
Raffa Wealth Management
District of Columbia
$14.9K – – –
GFL
1761
Granite FO LLC
New Hampshire
$14.3K +$13.4K +20 New
SC
1762
Schubert & Co
Texas
$14.2K +$4.67K +7 +54%
FPB
1763
First PREMIER Bank
South Dakota
$14K – – –
CSPAM
1764
Cary Street Partners Asset Management
Virginia
$13.5K – – –
CMA
1765
Cedar Mountain Advisors
Oregon
$13.5K – – –
FCMT
1766
Founders Capital Management (Texas)
Texas
$13K – – –
KFP
1767
KB Financial Partners
New Jersey
$13K – – –
SC
1768
Stephens Consulting
Michigan
$12.8K -$11.4K -17 -49%
CSWM
1769
Cassady Schiller Wealth Management
Ohio
$12K +$11.4K +17 New
CP
1770
Castleview Partners
Texas
$11.3K – – –
AW
1771
Avion Wealth
Texas
$11K – – –
CSB
1772
City State Bank
Iowa
$11K – – –
CAM
1773
Costello Asset Management
Pennsylvania
$10.6K -$13.4K -20 -57%
TCWA
1774
Ten Capital Wealth Advisors
Washington
$10.6K – – –
SC
1775
Sierra Capital
Florida
$10K – – –