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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
701
CIC Wealth
Maryland
$2.92M -$63.2K -81 -2%
CWM
702
Compass Wealth Management
Connecticut
$2.92M -$21.1K -27 -0.7%
CAM
703
ClariVest Asset Management
California
$2.92M -$26.5K -34 -0.9%
CA
704
Clearstead Advisors
Ohio
$2.91M +$1.49M +1,916 +108%
SFS
705
Strategic Financial Services
New York
$2.9M -$37.5K -48 -1%
SSWM
706
Sheets Smith Wealth Management
North Carolina
$2.9M -$58.5K -75 -2%
CWI
707
Conscious Wealth Investments
Florida
$2.87M +$10.1K +13 +0.4%
BFG
708
Bleakley Financial Group
New Jersey
$2.86M +$15.6K +20 +0.6%
TMAM
709
Tokio Marine Asset Management
Japan
$2.86M – – –
SW
710
Simplicity Wealth
New Jersey
$2.86M +$23.4K +30 +0.8%
IAA
711
Independent Advisor Alliance
North Carolina
$2.85M +$109K +140 +4%
GVAG
712
Great Valley Advisor Group
Delaware
$2.85M -$112K -144 -4%
BWM
713
BKM Wealth Management
Wisconsin
$2.84M +$184K +236 +7%
1WA
714
180 Wealth Advisors
Washington
$2.84M +$389K +498 +17%
AIMCA
715
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$2.83M -$312K -400 -10%
ZIG
716
Zurich Insurance Group
Switzerland
$2.83M – – –
NFG
717
Nations Financial Group
Iowa
$2.83M +$144K +185 +5%
HSA
718
HBK Sorce Advisory
Pennsylvania
$2.8M -$31.2K -40 -1%
ASN
719
Advisory Services Network
Georgia
$2.79M -$604K -774 -18%
GDP
720
Great Diamond Partners
Maine
$2.79M -$33.5K -43 -1%
FCBT
721
First Citizens Bank & Trust
North Carolina
$2.78M -$250K -321 -8%
EH
722
Equitable Holdings
New York
$2.77M +$34.3K +44 +1%
NERM
723
New England Research & Management
Illinois
$2.77M +$359K +460 +15%
SPFA
724
Summit Place Financial Advisors
New Jersey
$2.76M +$662K +849 +32%
UB
725
Umpqua Bank
Oregon
$2.74M +$135K +173 +5%
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