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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
701
Chesapeake Wealth Management
Virginia
$1.23M -$65K -137 -5%
NSIM
702
North Star Investment Management
Illinois
$1.23M -$3.79K -8 -0.3%
Great Valley Advisor Group
703
Great Valley Advisor Group
Delaware
$1.23M +$35.1K +74 +3%
LOIM
704
Liberty One Investment Management
Illinois
$1.23M +$1.16M +2,437 New
Shelton Capital Management
705
Shelton Capital Management
Colorado
$1.22M -$2.19M -4,612 -65%
SEEDPG
706
S.E.E.D. Planning Group
New York
$1.21M +$1.14M +2,403 New
YMRC
707
Yorktown Management & Research Company
Virginia
$1.21M – – –
Evergreen Capital Management
708
Evergreen Capital Management
Washington
$1.2M +$3.79K +8 +0.3%
CBB
709
Citizens Business Bank
California
$1.2M – – –
LS
710
Leelyn Smith
Illinois
$1.2M +$1.13M +2,379 New
Profund Advisors
711
Profund Advisors
Maryland
$1.19M -$57.9K -122 -5%
BDS
712
Banco de Sabadell
Florida
$1.18M -$32.3K -68 -3%
Parallel Advisors
713
Parallel Advisors
California
$1.18M +$131K +276 +13%
BSAM
714
Blue Square Asset Management
New York
$1.18M -$19.5K -41 -2%
GEA
715
Glen Eagle Advisors
New Jersey
$1.15M +$171K +360 +19%
I
716
IberiaBank
Louisiana
$1.15M +$30.8K +65 +3%
MWM
717
Marietta Wealth Management
Georgia
$1.14M +$6.64K +14 +0.6%
Greenleaf Trust
718
Greenleaf Trust
Michigan
$1.14M +$57.4K +121 +6%
KCM
719
Kanawha Capital Management
Virginia
$1.14M +$4.74K +10 +0.4%
Personal Capital Advisors
720
Personal Capital Advisors
California
$1.14M -$16.1K -34 -1%
LWM
721
Lionsbridge Wealth Management
Florida
$1.13M +$1.07M +2,245 New
RPC
722
Rossmore Private Capital
Connecticut
$1.12M – – –
EGA
723
E&G Advisors
Texas
$1.12M – – –
CBTWT
724
Community Bank & Trust (Waco, Texas)
Texas
$1.12M -$18K -38 -2%
TFCP
725
Twin Focus Capital Partners
Massachusetts
$1.11M -$34.6K -73 -3%