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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
851
J.W. Burns & Co
New York
$434K +$41K +100 +10%
QPWM
852
Quadrant Private Wealth Management
Pennsylvania
$428K +$102K +250 +30%
HA
853
Harfst & Associates
Wyoming
$420K +$439K +1,071 New
GWM
854
Geneos Wealth Management
Colorado
$419K +$9.01K +22 +2%
FPS
855
Fieldpoint Private Securities
Connecticut
$419K +$65.1K +159 +18%
LSA
856
L & S Advisors
California
$416K -$845K -2,062 -66%
CRC
857
Curi RMB Capital
Illinois
$415K -$198K -484 -31%
LA
858
Lau Associates
Delaware
$415K +$12.3K +30 +3%
IMC Chicago
859
IMC Chicago
Illinois
$412K +$430K +1,049 New
SWA
860
Stratos Wealth Advisors
Ohio
$410K +$427K +1,043 New
PCM
861
Penserra Capital Management
California
$408K +$9.83K +24 +2%
FI
862
FormulaFolio Investments
Michigan
$406K – – –
BS
863
Bessemer Securities
New York
$405K +$423K +1,032 New
FPFS
864
First Personal Financial Services
North Carolina
$401K -$410 -1 -0.1%
LG
865
LaFleur & Godfrey
Michigan
$400K -$55.3K -135 -12%
TCM
866
Tributary Capital Management
Nebraska
$397K -$14.3K -35 -3%
TWM
867
Torch Wealth Management
Ohio
$397K – – –
WCM
868
Weik Capital Management
Pennsylvania
$393K -$494K -1,205 -55%
JGUA
869
John G. Ullman & Associates
New York
$393K -$4.51K -11 -1%
QOP
870
Quinn Opportunity Partners
Virginia
$393K – – –
GRP
871
Global Retirement Partners
California
$393K +$184K +449 +81%
BPC
872
Banque Pictet & Cie
Switzerland
$392K -$272K -663 -40%
PNAA
873
Pictet North America Advisors
Switzerland
$392K – – –
SC
874
Savant Capital
Illinois
$390K -$49.6K -121 -11%
TH
875
TCTC Holdings
Texas
$385K – – –