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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AF
901
Alerus Financial
North Dakota
$786K +$8.56K +15 +1%
SRC
902
Sage Rhino Capital
California
$781K +$7.99K +14 +1%
TA
903
Tiedemann Advisors
New York
$781K +$14.3K +25 +2%
LOAME
904
Lombard Odier Asset Management (Europe)
United Kingdom
$780K +$790K +1,384 New
HCM
905
HMS Capital Management
Tennessee
$778K +$50.2K +88 +7%
GCA
906
Genesee Capital Advisors
New York
$778K +$789K +1,382 New
SWA
907
SFMG Wealth Advisors
Texas
$766K +$32K +56 +4%
OIA
908
OneDigital Investment Advisors
Kansas
$762K -$95.3K -167 -11%
DWA
909
Douglass Winthrop Advisors
New York
$761K
CAS
910
Cascadia Advisory Services
Oregon
$759K -$1.6M -2,802 -68%
MI
911
Markston International
New York
$757K -$285K -500 -27%
TW
912
Transform Wealth
Colorado
$755K -$17.7K -31 -2%
MFG
913
MidWestOne Financial Group
Iowa
$742K +$20K +35 +3%
IA
914
IFP Advisors
Florida
$740K -$62.2K -109 -8%
SC
915
Savant Capital
Illinois
$735K -$3.99K -7 -0.5%
CIA
916
Choate Investment Advisors
Massachusetts
$732K -$47.9K -84 -6%
CANC
917
Culbertson A N & Co
Virginia
$727K -$45.6K -80 -6%
SIM
918
Stratos Investment Management
Ohio
$726K +$276K +483 +60%
ORI
919
Oak Ridge Investments
Illinois
$725K -$5.71K -10 -0.8%
HW
920
Hancock Whitney
Mississippi
$717K -$43.9K -77 -6%
CIM
921
CIM Investment Management
Pennsylvania
$716K -$7.42K -13 -1%
CWM
922
Confluence Wealth Management
Oregon
$712K +$630K +1,104 +224%
Vanguard Personalized Indexing Management
923
Vanguard Personalized Indexing Management
California
$709K +$191K +334 +36%
OSAM
924
O'Shaughnessy Asset Management
Connecticut
$705K +$184K +322 +35%
SCM
925
Shelton Capital Management
Colorado
$703K