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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
801
Advantage Investment Management
Iowa
$84K – – –
KPCM
802
Kings Point Capital Management
New York
$84K +$44.4K +140 +130%
RFWA
803
RPg Family Wealth Advisory
Massachusetts
$83.1K +$77.4K +244 New
First Manhattan
804
First Manhattan
New York
$80K +$22.2K +70 +42%
BWP
805
Baldwin Wealth Partners
Massachusetts
$77K +$71.3K +225 New
NFG
806
Next Financial Group
Texas
$76K +$25.4K +80 +55%
AIS
807
Accurate Investment Solutions
Pennsylvania
$75K +$69.8K +220 New
Carson Wealth (CWM LLC)
808
Carson Wealth (CWM LLC)
Nebraska
$75K +$69.8K +220 New
SGAM
809
Smith Group Asset Management
Texas
$73K +$19.7K +62 +41%
AIM
810
Arcadia Investment Management
Michigan
$70K +$4.76K +15 +8%
AssetMark Inc
811
AssetMark Inc
California
$68K +$12.7K +40 +25%
DOA
812
D'Orazio & Associates
Virginia
$68K +$63.4K +200 New
TWMP
813
Taylor Wealth Management Partners
Massachusetts
$68K +$63.4K +200 New
HIIFS
814
Harel Insurance Investments & Financial Services
Israel
$66K +$634 +2 +1%
ECM
815
Estabrook Capital Management
New York
$64.7K – – –
WA
816
WealthTrust-Arizona
Arizona
$56K -$24.7K -78 -32%
CB
817
Community Bank
New York
$54K – – –
RWM
818
Raffa Wealth Management
District of Columbia
$48K – – –
EFSCE
819
Enterprise Financial Services Corp (EFSC)
Missouri
$47K +$7.93K +25 +22%
EDRPMB
820
Edmond de Rothschild Private Merchant Banking
United Kingdom
$45K -$20.6K -65 -33%
PSC
821
Prentiss Smith & Co
Vermont
$45K – – –
ACM
822
Armbruster Capital Management
New York
$44K +$9.51K +30 +30%
EWM
823
Edge Wealth Management
New York
$43K – – –
PG
824
Patten Group
Tennessee
$42.6K +$39.6K +125 New
CFA
825
Carroll Financial Associates
North Carolina
$40K -$23.8K -75 -38%