We are live on ! Find out more
BLK icon

Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
NA
1801
Nautilus Advisors
California
$303K – – –
IWP
1802
Invenio Wealth Partners
Florida
$303K +$33.5K +30 +13%
Wedge Capital Management
1803
Wedge Capital Management
North Carolina
$303K +$291K +260 New
One Capital Management
1804
One Capital Management
California
$303K -$116K -104 -29%
ATS
1805
Ashton Thomas Securities
New York
$302K +$40.2K +36 +16%
PP
1806
Patten & Patten
Tennessee
$300K – – –
National Philanthropic Trust
1807
National Philanthropic Trust
Pennsylvania
$300K +$287K +257 New
PCM
1808
Park Capital Management
Wisconsin
$298K -$39.1K -35 -12%
PGIM Custom Harvest
1809
PGIM Custom Harvest
New Jersey
$297K -$38K -34 -12%
Meyer Handelman Company
1810
Meyer Handelman Company
New York
$297K – – –
CIA
1811
Cape Investment Advisory
Georgia
$297K -$60.4K -54 -17%
CAWM
1812
Capital Advisors Wealth Management
Washington
$297K +$13.4K +12 +5%
FC
1813
FORA Capital
Florida
$296K -$3.15M -2,815 -92%
JWA
1814
JFS Wealth Advisors
Pennsylvania
$296K -$151K -135 -35%
AWAP
1815
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K -$90.6K -81 -24%
AFA
1816
Allium Financial Advisors
Oregon
$296K – – –
KFP
1817
Kerr Financial Planning
California
$296K +$316K +283 New
TCM
1818
Telos Capital Management
California
$295K -$5.59K -5 -2%
EW
1819
Element Wealth
Mississippi
$294K +$2.24K +2 +0.8%
PAG
1820
Poinciana Advisors Group
Florida
$294K – – –
CIM
1821
Cambria Investment Management
California
$293K -$4.47K -4 -2%
CIAS
1822
CFS Investment Advisory Services
New Jersey
$292K +$43.6K +39 +18%
4WM
1823
49 Wealth Management
Texas
$292K -$20.1K -18 -7%
PPW
1824
Pasadena Private Wealth
California
$291K -$4.47K -4 -2%
BGAI
1825
Bruce G. Allen Investments
Colorado
$291K -$1.12K -1 -0.4%