We are live on ! Find out more
BLK icon

Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
1801
WealthPlan Investment Management
Nebraska
$277K +$250K +264 New
ABWM
1802
Alpine Bank Wealth Management
Colorado
$276K -$2.84K -3 -1%
AIM
1803
Alhambra Investment Management
Florida
$276K – – –
BCG
1804
Breakwater Capital Group
New Jersey
$274K +$2.84K +3 +1%
JCM
1805
Jacobsen Capital Management
Utah
$274K +$247K +261 New
PCM
1806
Poehling Capital Management
Wisconsin
$274K +$10.4K +11 +4%
USWIA
1807
UP Strategic Wealth Investment Advisors
Pennsylvania
$273K -$20.8K -22 -8%
NA
1808
Nautilus Advisors
California
$273K -$9.46K -10 -4%
WF
1809
Wayfinding Financial
Washington
$271K -$13.2K -14 -5%
TCM
1810
Telos Capital Management
California
$271K +$244K +258 New
CWA
1811
Canvas Wealth Advisors
Kansas
$271K +$229K +242 New
PP
1812
Patten & Patten
Tennessee
$270K – – –
VCWM
1813
Vista Cima Wealth Management
Arizona
$269K +$1.89K +2 +0.8%
CAM
1814
Clark Asset Management
New Hampshire
$268K +$242K +256 New
MHC
1815
Meyer Handelman Company
New York
$268K – – –
CIM
1816
Cambria Investment Management
California
$268K +$241K +255 New
FPGK
1817
Financial Partners Group (Kansas)
Kansas
$267K -$11.3K -12 -5%
PPW
1818
Pasadena Private Wealth
California
$267K – – –
AFA
1819
Allium Financial Advisors
Oregon
$267K +$1.89K +2 +0.8%
W
1820
Wealthquest
Ohio
$267K +$12.3K +13 +5%
RMCM
1821
Reynders McVeigh Capital Management
Massachusetts
$265K -$54.8K -58 -19%
BFA
1822
Beacon Financial Advisory
Ohio
$265K +$12.3K +13 +5%
PAG
1823
Poinciana Advisors Group
Florida
$264K +$946 +1 +0.4%
HTHT
1824
Hemenway Trust Hemenway Trust
New Hampshire
$264K +$238K +252 New
VAG
1825
VisionPoint Advisory Group
Texas
$264K +$238K +252 New
71 72
73
74 75