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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWMG
826
Signature Wealth Management Group
Georgia
$581K -$35.2K -79 -6%
ACA
827
Aptus Capital Advisors
Alabama
$581K +$87.7K +197 +18%
CH
828
Canton Hathaway
Rhode Island
$578K
AP
829
Appleton Partners
Massachusetts
$577K -$167K -375 -22%
SC
830
Savant Capital
Illinois
$577K +$41K +92 +8%
BWM
831
BigSur Wealth Management
Florida
$575K
ACM
832
AlphaCrest Capital Management
New York
$575K +$126K +283 +28%
DPIM
833
Duff & Phelps Investment Management
Illinois
$573K
BBNA
834
Bremer Bank National Association
Minnesota
$563K -$90.8K -204 -14%
CWM
835
Cordatus Wealth Management
Pennsylvania
$562K +$64.6K +145 +13%
PP
836
PagnatoKarp Partners
Virginia
$560K
BFS
837
Bradley Foster & Sargent
Connecticut
$559K -$32.5K -73 -5%
IA
838
IFG Advisory
Georgia
$555K +$55.7K +125 +11%
MAFM
839
Mid Atlantic Financial Management
Pennsylvania
$554K -$23.6K -53 -4%
LOAME
840
Lombard Odier Asset Management (Europe)
United Kingdom
$554K
BFA
841
Beaumont Financial Advisors
Massachusetts
$551K
SS
842
Sunbelt Securities
Texas
$550K +$287K +644 +109%
DWM
843
Destination Wealth Management
California
$549K
FMBTD
844
First Midwest Bank Trust Division
Illinois
$549K +$95.7K +215 +21%
WA
845
Wambolt & Associates
Colorado
$547K -$35.2K -79 -6%
MWA
846
Meridian Wealth Advisors
Texas
$547K +$333K +748 +156%
BCA
847
Bay Colony Advisors
Massachusetts
$537K +$537K +1,206 New
MSA
848
Marino Stram & Associates
Massachusetts
$533K +$25.8K +58 +5%
CTA
849
Colonial Trust Advisors
South Carolina
$532K -$1.78K -4 -0.3%
ACA
850
Atlas Capital Advisors
Wyoming
$530K