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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SHFP
501
Second Half Financial Partners
Florida
$4.55M +$5.41M +8,266 New
ALPS Advisors
502
ALPS Advisors
Colorado
$4.55M +$4.13M +6,313 +323%
GWM
503
Graybill Wealth Management
Illinois
$4.51M -$105K -160 -2%
Level Four Advisory Services
504
Level Four Advisory Services
Texas
$4.49M -$189K -289 -3%
Rathbones Group
505
Rathbones Group
United Kingdom
$4.47M +$413K +631 +8%
DIA
506
Dean Investment Associates
Ohio
$4.47M +$55K +84 +1%
DA
507
Duality Advisers
Florida
$4.45M +$5.29M +8,082 New
Atria Wealth Solutions
508
Atria Wealth Solutions
New York
$4.44M -$395K -603 -7%
AE Wealth Management
509
AE Wealth Management
Kansas
$4.44M +$1.74M +2,655 +49%
FC
510
FORA Capital
Florida
$4.44M +$3.31M +5,052 +168%
TD Private Client Wealth
511
TD Private Client Wealth
New York
$4.43M -$321K -490 -6%
Y-Intercept (HK)
512
Y-Intercept (HK)
Hong Kong
$4.43M +$4.22M +6,446 +404%
SCP
513
Sandhill Capital Partners
New York
$4.41M -$34K -52 -0.6%
Nicholas Company
514
Nicholas Company
Wisconsin
$4.41M – – –
Vestmark Advisory Solutions
515
Vestmark Advisory Solutions
Massachusetts
$4.39M +$1.6M +2,444 +44%
PCM
516
Palouse Capital Management
Washington
$4.36M -$257K -393 -5%
CCMD
517
Cypress Capital Management (Delaware)
Delaware
$4.35M -$342K -523 -6%
CWM
518
CMH Wealth Management
New Hampshire
$4.32M +$91.6K +140 +2%
Venture Visionary Partners
519
Venture Visionary Partners
Ohio
$4.32M -$333K -509 -6%
WFMPM
520
Woodley Farra Manion Portfolio Management
Indiana
$4.32M +$580K +886 +13%
FC
521
Fulcrum Capital
Washington
$4.28M -$118K -181 -2%
FFIC
522
First Fiduciary Investment Counsel
Ohio
$4.23M +$3.93K +6 +0.1%
Simplex Trading
523
Simplex Trading
Illinois
$4.21M -$964K -1,473 -16%
NGA
524
Naples Global Advisors
Florida
$4.18M +$221K +337 +5%
HIA
525
Harbor Investment Advisory
Maryland
$4.17M +$198K +303 +4%