We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWC
1801
Carolinas Wealth Consulting
North Carolina
$215K +$213K +210 New
KIM
1802
Kestra Investment Management
Texas
$215K -$20.3K -20 -9%
TCM
1803
Telos Capital Management
California
$213K +$211K +208 New
PWM
1804
Proathlete Wealth Management
Florida
$213K +$210K +207 New
CWA
1805
Consilio Wealth Advisors
Washington
$212K +$210K +207 New
OHWP
1806
Oak Harbor Wealth Partners
North Carolina
$212K -$9.13K -9 -4%
SFI
1807
SPC Financial Inc
Maryland
$212K +$210K +207 New
JF
1808
Joule Financial
Kentucky
$211K +$209K +206 New
JSL
1809
JT Stratford LLC
Georgia
$211K +$209K +206 New
CAC
1810
Certified Advisory Corp
Florida
$211K +$209K +206 New
NQWM
1811
Northwest Quadrant Wealth Management
Oregon
$211K +$208K +205 New
TW
1812
Transform Wealth
Colorado
$210K +$208K +205 New
GFA
1813
Gallagher Fiduciary Advisors
Illinois
$210K +$208K +205 New
OFO
1814
OneAscent Family Office
Alabama
$210K +$208K +205 New
VFPW
1815
Vantage Financial Partners (Wisconsin)
Wisconsin
$210K +$208K +205 New
WP
1816
WMS Partners
Maryland
$209K -$133K -131 -39%
BFC
1817
Bedel Financial Consulting
Indiana
$209K +$209K +206 New
PA
1818
Parkside Advisors
California
$208K +$206K +203 New
GWP
1819
Gateway Wealth Partners
Wisconsin
$208K +$206K +203 New
BIP
1820
Blue Investment Partners
California
$207K +$205K +202 New
CCM
1821
Collar Capital Management
Wisconsin
$207K +$205K +202 New
GWM
1822
GSB Wealth Management
Connecticut
$207K +$205K +202 New
MHWM
1823
Montz Harcus Wealth Management
Louisiana
$207K +$205K +202 New
MCA
1824
Maryland Capital Advisors
Maryland
$205K – – –
OL
1825
Optas LLC
Texas
$205K +$203K +200 New
71 72
73
74 75