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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ZIG
701
Zurich Insurance Group
Switzerland
$3M – – –
HSA
702
HBK Sorce Advisory
Pennsylvania
$3M +$192K +239 +7%
SW
703
Simplicity Wealth
New Jersey
$3M +$2.89M +3,597 New
MCB
704
Morton Community Bank
Illinois
$3M +$149K +185 +5%
FRA
705
Front Row Advisors
California
$3M -$4.02K -5 -0.1%
GDP
706
Great Diamond Partners
Maine
$2.99M +$65.1K +81 +2%
SCP
707
Stamos Capital Partners
California
$2.98M +$129K +160 +5%
IAS
708
Investment Advisory Services
Texas
$2.93M +$37K +46 +1%
NIG
709
NFJ Investment Group
Texas
$2.91M -$99.6K -124 -3%
IAA
710
Independent Advisor Alliance
North Carolina
$2.9M -$65.1K -81 -2%
EH
711
Equitable Holdings
New York
$2.9M -$15.3K -19 -0.5%
SIAP
712
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$2.88M -$104K -130 -4%
CTC
713
Cetera Trust Company
Minnesota
$2.87M -$112K -140 -4%
WSCM
714
Wellington Shields Capital Management
New York
$2.85M +$2.28M +2,840 +488%
EHC
715
Everett Harris & Co
California
$2.85M -$106K -132 -4%
HIM
716
Harbour Investment Management
Washington
$2.84M – – –
NFG
717
Nations Financial Group
Iowa
$2.84M -$85.2K -106 -3%
SFI
718
Siemens Fonds Invest
Germany
$2.83M -$50.6K -63 -2%
MSA
719
Marino Stram & Associates
Massachusetts
$2.83M +$83.6K +104 +3%
SCM
720
Stevens Capital Management
Pennsylvania
$2.81M +$2.71M +3,375 New
BWM
721
BKM Wealth Management
Wisconsin
$2.81M -$17.7K -22 -0.6%
AC
722
Addison Capital
Pennsylvania
$2.8M +$28.9K +36 +1%
FFA
723
First Foundation Advisors
California
$2.79M +$209K +260 +8%
CNFG
724
Creegan & Nassoura Financial Group
New Hampshire
$2.78M – – –
HWM
725
HB Wealth Management
Georgia
$2.76M +$366K +456 +16%
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