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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PGWM
851
Parisi Gray Wealth Management
New Jersey
$424K +$404K +832 New
CA
852
Cetera Advisors
Colorado
$422K -$19.4K -40 -5%
PNAA
853
Pictet North America Advisors
Switzerland
$420K
HAG
854
HighPoint Advisor Group
Illinois
$419K +$38.9K +80 +11%
BA
855
Boston Advisors
Massachusetts
$416K +$124K +256 +46%
KP
856
Keel Point
Alabama
$412K
IIM
857
Intact Investment Management
Quebec, Canada
$411K -$97.2K -200 -20%
AJ
858
Ashburton (Jersey)
Jersey
$408K +$103K +211 +36%
JFGLC
859
Johnson Financial Group LLC (Colorado)
Colorado
$403K -$47.6K -98 -11%
FC
860
Ferris Capital
Massachusetts
$402K -$972 -2 -0.3%
IWM
861
IHT Wealth Management
Illinois
$402K +$129K +265 +54%
GC
862
Gratry & Company
Ohio
$402K +$380K +782 New
FHA
863
First Horizon Advisors
Tennessee
$399K +$16.5K +34 +5%
LCM
864
Logan Capital Management
Pennsylvania
$397K +$486 +1 +0.1%
IA
865
IFG Advisory
Georgia
$397K +$376K +773 New
KWM
866
Kingsview Wealth Management
Oregon
$396K +$375K +771 New
TSS
867
Two Sigma Securities
New York
$396K +$375K +771 New
CAPTRUST Financial Advisors
868
CAPTRUST Financial Advisors
North Carolina
$393K +$306K +629 +463%
FAM
869
Foresters Asset Management
Ontario, Canada
$392K -$1.03M -2,109 -78%
FI
870
FormulaFolio Investments
Michigan
$392K +$371K +763 New
DW
871
Domani Wealth
Pennsylvania
$391K -$48.6K -100 -12%
JSA
872
Jacobson & Schmitt Advisors
Wisconsin
$391K +$486 +1 +0.1%
GAM
873
Guinness Asset Management
United Kingdom
$390K
RWA
874
Ropes Wealth Advisors
Massachusetts
$390K +$158K +325 +75%
AA
875
ALPS Advisors
Colorado
$389K +$368K +758 New