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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
501
Lyell Wealth Management
California
$8.79M +$659K +637 +7%
PAG
502
Private Advisor Group
New Jersey
$8.77M -$4.35M -4,203 -32%
KWM
503
Kingsview Wealth Management
Oregon
$8.76M +$131K +127 +1%
BWL
504
Bogart Wealth LLC
Virginia
$8.73M +$372K +360 +4%
AHC
505
Adell Harriman & Carpenter
Texas
$8.71M +$248K +240 +3%
MR
506
Munich Reinsurance
$8.71M +$9.05M +8,755 +2,880%
SCA
507
Snowden Capital Advisors
New York
$8.65M -$584K -565 -6%
CWP
508
Cyndeo Wealth Partners
Florida
$8.63M +$233K +225 +3%
KCP
509
Kera Capital Partners
California
$8.62M +$941K +910 +11%
NGA
510
Naples Global Advisors
Florida
$8.55M +$164K +159 +2%
ST
511
Spinnaker Trust
Maine
$8.54M -$17.6K -17 -0.2%
CWG
512
Cornerstone Wealth Group
North Carolina
$8.51M +$2.49M +2,404 +37%
RWA
513
River Wealth Advisors
Pennsylvania
$8.51M +$81.7K +79 +0.9%
HWM
514
HB Wealth Management
Georgia
$8.49M +$103K +100 +1%
CIA
515
Concurrent Investment Advisors
Florida
$8.43M +$105K +102 +1%
ECM
516
Evergreen Capital Management
Washington
$8.41M -$22.8K -22 -0.3%
1832 Asset Management
517
1832 Asset Management
Ontario, Canada
$8.41M -$399K -386 -4%
PCA
518
Private Capital Advisors
Connecticut
$8.41M +$23.8K +23 +0.3%
BAMF
519
BI Asset Management Fondsmaeglerselskab
Denmark
$8.38M +$2.33M +2,250 +35%
FAT
520
First American Trust
California
$8.32M -$3.32M -3,212 -27%
CFO
521
Callan Family Office
Pennsylvania
$8.23M -$6.21K -6 -0.1%
IIM
522
Intact Investment Management
Quebec, Canada
$8.17M +$103K +100 +1%
NC
523
Nicholas Company
Wisconsin
$8.16M +$15.5K +15 +0.2%
CAM
524
Cresset Asset Management
Illinois
$8.11M +$1.35M +1,308 +18%
KNW
525
Kesler Norman & Wride
Utah
$8.09M -$265K -256 -3%