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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MAA
651
Matrix Asset Advisors
New York
$595K +$597K +1,642 New
UR
652
USCA RIA
Texas
$592K +$2.55K +7 +0.4%
TCM
653
Tributary Capital Management
Nebraska
$580K -$182K -500 -24%
IFAM
654
Institutional & Family Asset Management
Colorado
$577K -$1.09K -3 -0.2%
AAS
655
Annex Advisory Services
Wisconsin
$574K -$9.46K -26 -2%
LNWWM
656
Laird Norton Wetherby Wealth Management
California
$574K +$13.8K +38 +2%
CA
657
Cetera Advisors
Colorado
$562K +$290K +796 +105%
DPIM
658
Duff & Phelps Investment Management
Illinois
$556K
WAM
659
Wealthspire Advisors (Maryland)
Maryland
$555K +$101K +278 +22%
DCM
660
Dynamic Capital Management
Jersey
$542K +$544K +1,495 New
Jacobs Levy Equity Management
661
Jacobs Levy Equity Management
New Jersey
$535K +$537K +1,476 New
FAM
662
Formidable Asset Management
Ohio
$518K -$9.1K -25 -2%
CBU
663
CIBC Bank USA
Illinois
$514K +$31.7K +87 +7%
RCAG
664
Rehmann Capital Advisory Group
Michigan
$509K +$33.8K +93 +7%
EGA
665
E&G Advisors
Texas
$507K -$18.2K -50 -3%
Simplex Trading
666
Simplex Trading
Illinois
$505K +$508K +1,396 New
SI
667
Stephens Inc
Arkansas
$501K +$34.6K +95 +7%
EDRE
668
Edmond de Rothschild (Europe)
Luxembourg
$500K -$67.3K -185 -12%
CANC
669
Culbertson A N & Co
Virginia
$500K
LG
670
LaFleur & Godfrey
Michigan
$498K
KLI
671
Kelman-Lazarov Inc
Tennessee
$495K
FPFS
672
First Personal Financial Services
North Carolina
$493K -$28K -77 -5%
IHL
673
Investment House LLC
California
$491K +$27.3K +75 +6%
LGC
674
Laurel Grove Capital
California
$489K
BPC
675
Banque Pictet & Cie
Switzerland
$482K