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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
876
Freedom Investment Management
Connecticut
$408K -$190K -390 -31%
FI
877
FormulaFolio Investments
Michigan
$406K – – –
VSWA
878
Vontobel Swiss Wealth Advisors
Switzerland
$405K -$50.6K -104 -11%
MWAC
879
Mariner Wealth Advisors (Cincinnati)
Ohio
$404K -$486 -1 -0.1%
GAMC
880
Garner Asset Management Corp
Texas
$403K +$48.6K +100 +13%
HCM
881
Hilton Capital Management
New York
$401K – – –
WPW
882
Waldron Private Wealth
Pennsylvania
$401K – – –
SFC
883
SYM Financial Corp
Indiana
$401K +$414K +851 New
HPC
884
HM Payson & Co
Maine
$400K -$76.8K -158 -16%
QPWM
885
Quadrant Private Wealth Management
Pennsylvania
$396K +$104K +213 +34%
DSC
886
Duncker Streett & Co
Missouri
$395K +$5.35K +11 +1%
WP
887
WealthPLAN Partners
Nebraska
$395K +$31.6K +65 +7%
PGWM
888
Parisi Gray Wealth Management
New Jersey
$390K – – –
S
889
SignatureFD
Georgia
$386K -$28.2K -58 -7%
AFG
890
Albion Financial Group
Utah
$384K +$2.92K +6 +0.7%
BA
891
Boston Advisors
Massachusetts
$380K +$3.4K +7 +0.9%
RC
892
RegentAtlantic Capital
New Jersey
$380K +$27.2K +56 +7%
BAM
893
Berkshire Asset Management
Pennsylvania
$378K -$55.4K -114 -12%
FPA
894
First Pacific Advisors
California
$377K -$705K -1,450 -64%
Arrowstreet Capital
895
Arrowstreet Capital
Massachusetts
$377K -$583K -1,200 -60%
GC
896
Grimes & Company
Massachusetts
$377K +$37.9K +78 +11%
MHS
897
M Holdings Securities
Oregon
$375K +$1.94K +4 +0.5%
MWM
898
Mission Wealth Management
California
$373K +$1.94K +4 +0.5%
VCM
899
Vigilant Capital Management
Maine
$373K +$12.2K +25 +3%
RMDI
900
R.M. Davis Inc
Maine
$372K +$40.3K +83 +12%