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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GWM
501
Graybill Wealth Management
Illinois
$5.76M +$163K +244 +3%
GAM
502
Gotham Asset Management
New York
$5.75M +$512K +765 +10%
DBT
503
Dubuque Bank & Trust
Iowa
$5.7M -$135K -201 -2%
CCFP
504
Charles Carroll Financial Partners
Massachusetts
$5.69M +$502K +750 +10%
ATPW
505
Ashton Thomas Private Wealth
Arizona
$5.68M +$488K +728 +10%
KPWS
506
Kestra Private Wealth Services
Texas
$5.67M +$1.07M +1,598 +24%
WAM
507
Wolverine Asset Management
Illinois
$5.66M +$5.49M +8,192 New
CWM
508
CMH Wealth Management
New Hampshire
$5.65M +$298K +445 +6%
BFA
509
Bragg Financial Advisors
North Carolina
$5.64M +$649K +969 +13%
TPCW
510
TD Private Client Wealth
New York
$5.62M -$32.1K -48 -0.6%
SIG
511
Stonegate Investment Group
Alabama
$5.62M -$112K -167 -2%
SFI
512
Siemens Fonds Invest
Germany
$5.6M -$50.2K -75 -0.9%
IPAM
513
ICICI Prudential Asset Management
India
$5.58M
NC
514
Nicholas Company
Wisconsin
$5.54M
SCA
515
Snowden Capital Advisors
New York
$5.53M -$332K -496 -6%
PFS
516
Prospera Financial Services
Texas
$5.52M -$341K -509 -6%
1832 Asset Management
517
1832 Asset Management
Ontario, Canada
$5.48M -$1.34K -2 -0%
JC
518
JB Capital
Connecticut
$5.47M -$151K -226 -3%
GFS
519
GYL Financial Synergies
Connecticut
$5.46M +$5M +7,465 +1,712%
LFAS
520
Level Four Advisory Services
Texas
$5.43M +$151K +225 +3%
TFA
521
Toth Financial Advisory
Virginia
$5.41M +$210K +313 +4%
MFG
522
Merit Financial Group
Georgia
$5.4M +$297K +443 +6%
MKA
523
M. Kulyk & Associates
Georgia
$5.4M +$263K +392 +5%
BFG
524
Beacon Financial Group
Texas
$5.35M -$113K -169 -2%
Kovitz Investment Group Partners
525
Kovitz Investment Group Partners
Illinois
$5.32M -$58.3K -87 -1%