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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LCM
876
Logan Capital Management
Pennsylvania
$1.63M +$65.9K +78 +4%
Sageworth Trust
877
Sageworth Trust
Pennsylvania
$1.62M – – –
PRWA
878
Platte River Wealth Advisors
Colorado
$1.61M – – –
WWM
879
Windsor Wealth Management
Indiana
$1.61M +$85.3K +101 +6%
FTDI
880
First Trust Direct Indexing
Massachusetts
$1.61M +$416K +493 +37%
LWM
881
Lionsbridge Wealth Management
Florida
$1.61M -$372K -440 -19%
Clearstead Advisors
882
Clearstead Advisors
Ohio
$1.6M +$11K +13 +0.7%
NAM
883
NorthCoast Asset Management
Connecticut
$1.6M -$2.86M -3,382 -65%
JSL
884
JT Stratford LLC
Georgia
$1.6M +$141K +167 +10%
Northeast Financial Consultants
885
Northeast Financial Consultants
Connecticut
$1.59M +$699K +828 +83%
Gateway Investment Advisers
886
Gateway Investment Advisers
Ohio
$1.59M -$32.1K -38 -2%
AF
887
Advisornet Financial
Minnesota
$1.59M +$19.4K +23 +1%
Williams Jones Wealth Management
888
Williams Jones Wealth Management
New York
$1.59M +$227K +269 +17%
KCM
889
Kanawha Capital Management
Virginia
$1.59M +$8.45K +10 +0.6%
BOPW
890
Brandywine Oak Private Wealth
Pennsylvania
$1.59M +$967K +1,145 +171%
DWT
891
Dorsey & Whitney Trust
South Dakota
$1.58M +$12.7K +15 +0.8%
SWA
892
SFMG Wealth Advisors
Texas
$1.57M +$87.8K +104 +6%
JLBC
893
J.L. Bainbridge & Co
Florida
$1.56M -$1.69K -2 -0.1%
PHS
894
Pekin Hardy Strauss
Illinois
$1.56M +$23.6K +28 +2%
MPPW
895
Mitchell & Pahl Private Wealth
Oklahoma
$1.55M +$38.9K +46 +3%
Parallel Advisors
896
Parallel Advisors
California
$1.54M -$53.2K -63 -3%
SAM
897
Sompo Asset Management
Japan
$1.54M -$405K -480 -21%
SWA
898
Stratos Wealth Advisors
Ohio
$1.54M +$368K +436 +33%
Welch & Forbes
899
Welch & Forbes
Massachusetts
$1.54M -$27.9K -33 -2%
Csenge Advisory Group
900
Csenge Advisory Group
Florida
$1.52M +$4.22K +5 +0.3%