Snapshot holdings
#
1FLAGSHIP HARBOR ADVISORS, LLC$9.7M
2WEALTH ENHANCEMENT ADVISORY SERVICES, LLC$5.2M
3RFG Advisory, LLC$2.9M
4INDEPENDENT FINANCIAL GROUP, LLC$2.7M
5TrueMark Investments, LLC$1.9M
6PMG Family Office LLC$1.7M
7Noble Wealth Management PBC$1.4M
8Apollon Wealth Management, LLC$1.3M
9Formidable Asset Management, LLC$1.1M
10PFG Investments, LLC$871.2K
11Focus Financial Network, Inc.$719.5K
12UHLMANN PRICE SECURITIES, LLC$627.7K
13SeaCrest Wealth Management, LLC$561.7K
14Amplius Wealth Advisors, LLC$436.2K
15Stablepoint Partners, LLC$385.3K
16Painted Porch Advisors LLC$375.5K
17B. Riley Wealth Advisors, Inc.$372.9K
18PREVAIL INNOVATIVE WEALTH ADVISORS, LLC$364.4K
19Merit Financial Group, LLC$364.0K
20D.A. DAVIDSON & CO.$355.6K
21INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC$342.8K
22Abel Hall, LLC$240.2K
23Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors$226.5K
24FIDUCIARY FINANCIAL GROUP, LLC$204.2K
25THURSTON, SPRINGER, MILLER, HERD & TITAK, INC.$187.7K
26AdvisorNet Financial, Inc$92.8K
27ARMSTRONG ADVISORY GROUP, INC$48.9K
28Activest Wealth Management$48.3K
29SALEM INVESTMENT COUNSELORS INC$45.0K
30LANARK FINANCIAL, INC.$34.0K
31CoreCap Advisors, LLC$16.9K
32ST GERMAIN D J CO INC$13.5K
33Farther Finance Advisors, LLC$13.3K
34GoalVest Advisory LLC$7.8K
35SENTINEL TRUST CO LBA$301
Manager changes
#
1+$2.7M
2+$2.1M
3+$1.4M
4+$803.6K
5+$666.8K
6+$598.7K
7+$468.6K
8+$364.4K
9+$355.6K
10+$354.7K
11+$241.7K
12+$240.2K
13+$226.5K
14+$217.9K
15+$204.2K
16+$175.5K
17+$116.8K
18+$108.7K
19+$103.2K
20+$100.6K
21+$87.8K
22+$67.4K
23+$50.6K
24+$49.3K
25+$23.3K
26+$13.4K
27+$11.8K
28+$9.2K
29+$4.4K
30+$3.5K
31+$3.3K
32+$2.0K
33+$79
34-$25.6K
35-$43.3K
36-$89.0K
37-$3.0M
Filing Research | BLACKROCK SCIENCE & TECHNOLO Institutional Holdings