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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CEP
926
Chicago Equity Partners
Illinois
$355K +$348K +830 New
SVWA
927
Sound View Wealth Advisors
Georgia
$354K -$12.6K -30 -4%
PWP
928
Principle Wealth Partners
Connecticut
$352K -$13.4K -32 -4%
PIP
929
Peachtree Investment Partners
Florida
$346K +$340K +810 New
MBT
930
Montecito Bank & Trust
California
$345K +$30.2K +72 +10%
MWM
931
Mission Wealth Management
California
$343K -$3.36K -8 -1%
ACA
932
Aptus Capital Advisors
Alabama
$341K +$336K +800 New
DSC
933
Duncker Streett & Co
Missouri
$339K +$1.68K +4 +0.5%
MFG
934
Magnus Financial Group
New York
$339K +$15.1K +36 +5%
PGWM
935
Parisi Gray Wealth Management
New Jersey
$337K -$11.3K -27 -3%
Fiera Capital (Canada)
936
Fiera Capital (Canada)
Quebec, Canada
$336K -$50.3K -120 -13%
BA
937
Boston Advisors
Massachusetts
$336K +$2.94K +7 +0.9%
JFA
938
JNBA Financial Advisors
Minnesota
$335K -$29.4K -70 -8%
AC
939
Abbrea Capital
California
$333K -$4.62K -11 -1%
WWM
940
Western Wealth Management
Colorado
$330K -$15.5K -37 -5%
CL
941
CPWM LLC
Washington
$328K -$7.13K -17 -2%
GW
942
GW & Wade
Massachusetts
$325K
CAPTRUST Financial Advisors
943
CAPTRUST Financial Advisors
North Carolina
$322K +$2.52K +6 +0.8%
GC
944
Grimes & Company
Massachusetts
$321K -$420 -1 -0.1%
Dodge & Cox
945
Dodge & Cox
California
$321K
SAM
946
Smithbridge Asset Management
Pennsylvania
$321K +$315K +750 New
FRM
947
Fox Run Management
Connecticut
$321K +$315K +752 New
SCM
948
Schnieders Capital Management
California
$320K -$23.1K -55 -7%
BAM
949
Berkshire Asset Management
Pennsylvania
$320K
PIA
950
Pinion Investment Advisors
Kansas
$319K +$313K +746 New