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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SIG
601
Schooner Investment Group
Pennsylvania
$764K -$292K -800 -27%
BSW
602
Buckingham Strategic Wealth
Missouri
$757K +$320K +879 +67%
IFB
603
iAB Financial Bank
Indiana
$747K +$120K +330 +18%
CS
604
Candriam SCA
Luxembourg
$734K
Victory Capital Management
605
Victory Capital Management
Texas
$734K +$574K +1,574 +291%
FB
606
Fulton Bank
Pennsylvania
$732K -$18.2K -50 -2%
PWS
607
Peloton Wealth Strategists
Indiana
$727K
1GA
608
1st Global Advisors
Texas
$726K +$43.7K +120 +6%
ZCI
609
Zevenbergen Capital Investments
Washington
$720K +$47.4K +130 +7%
Squarepoint
610
Squarepoint
New York
$719K +$758K +2,079 New
DY
611
Dowling & Yahnke
California
$713K +$172K +473 +30%
CCA
612
Catalyst Capital Advisors
New York
$710K
AHS
613
Aspiriant Holdings S3
California
$700K +$109K +300 +17%
ACS
614
Archford Capital Strategies
Illinois
$698K +$69.3K +190 +10%
EGA
615
E&G Advisors
Texas
$692K
TMC
616
Trellus Management Company
Florida
$692K
FMBTD
617
First Midwest Bank Trust Division
Illinois
$691K
AI
618
Analytic Investors
California
$667K +$703K +1,929 New
HCM
619
Hollencrest Capital Management
California
$655K +$35K +96 +5%
W
620
Wealthfront
California
$654K -$33.9K -93 -5%
BFG
621
Beacon Financial Group
Texas
$649K +$34.3K +94 +5%
MC
622
Middleton & Co
Massachusetts
$647K
DAS
623
Dynamic Advisor Solutions
Arizona
$647K +$39K +107 +6%
AGM
624
Alpine Global Management
New York
$641K +$350K +960 +108%
FPFS
625
First Personal Financial Services
North Carolina
$640K -$14.9K -41 -2%