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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Williams Jones Wealth Management
801
Williams Jones Wealth Management
New York
$832K -$119K -250 -13%
ORI
802
Oak Ridge Investments
Illinois
$829K -$58.8K -124 -7%
MA
803
Modus Advisors
Minnesota
$827K +$780K +1,645 New
ExodusPoint Capital Management
804
ExodusPoint Capital Management
New York
$819K +$773K +1,629 New
LWM
805
Lenox Wealth Management
Ohio
$812K +$637K +1,343 +494%
SLT
806
St Louis Trust
Missouri
$804K – – –
CWM
807
Confluence Wealth Management
Oregon
$804K +$949 +2 +0.1%
CCA
808
Checchi Capital Advisers
California
$800K +$3.79K +8 +0.5%
CIM
809
CIM Investment Management
Pennsylvania
$788K – – –
Independent Advisor Alliance
810
Independent Advisor Alliance
North Carolina
$785K -$144K -304 -16%
SAM
811
Sompo Asset Management
Japan
$784K +$190K +400 +34%
CIAS
812
Capital Investment Advisory Services
North Carolina
$778K -$91.6K -193 -11%
LCM
813
Leisure Capital Management
California
$778K -$1.42K -3 -0.2%
ET
814
Equitable Trust
Tennessee
$778K – – –
Avantax Advisory Services
815
Avantax Advisory Services
Texas
$777K +$207K +436 +40%
BP
816
BBR Partners
New York
$776K +$9.96K +21 +1%
MFG
817
Menard Financial Group
Texas
$768K +$725K +1,528 New
DLHL
818
Donald L. Hagan LLC
Florida
$763K -$538K -1,133 -44%
SBA
819
Secrest Blakey & Associates
North Carolina
$761K +$36.1K +76 +5%
CWM
820
Cordatus Wealth Management
Pennsylvania
$761K +$121K +254 +20%
LTI
821
Laffer Tengler Investments
Tennessee
$753K +$706K +1,489 +18,613%
RAM
822
Redmond Asset Management
Virginia
$745K -$949 -2 -0.1%
WWM
823
Windsor Wealth Management
Indiana
$742K +$10.4K +22 +2%
Banco Bilbao Vizcaya Argentaria
824
Banco Bilbao Vizcaya Argentaria
Spain
$741K +$700K +1,476 New
MBTD
825
Mechanics Bank - Trust Department
California
$738K -$31.3K -66 -4%