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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MSA
926
Marino Stram & Associates
Massachusetts
$357K +$49.5K +118 +16%
CEP
927
Chicago Equity Partners
Illinois
$355K +$348K +830 New
SVWA
928
Sound View Wealth Advisors
Georgia
$354K -$12.6K -30 -4%
PWP
929
Principle Wealth Partners
Connecticut
$352K -$13.4K -32 -4%
PIP
930
Peachtree Investment Partners
Florida
$346K +$340K +810 New
MBT
931
Montecito Bank & Trust
California
$345K +$30.2K +72 +10%
MWM
932
Mission Wealth Management
California
$343K -$3.36K -8 -1%
ACA
933
Aptus Capital Advisors
Alabama
$341K +$336K +800 New
DSC
934
Duncker Streett & Co
Missouri
$339K +$1.68K +4 +0.5%
MFG
935
Magnus Financial Group
New York
$339K +$15.1K +36 +5%
PGWM
936
Parisi Gray Wealth Management
New Jersey
$337K -$11.3K -27 -3%
Fiera Capital (Canada)
937
Fiera Capital (Canada)
Quebec, Canada
$336K -$50.3K -120 -13%
BA
938
Boston Advisors
Massachusetts
$336K +$2.94K +7 +0.9%
JFA
939
JNBA Financial Advisors
Minnesota
$335K -$29.4K -70 -8%
AC
940
Abbrea Capital
California
$333K -$4.62K -11 -1%
WWM
941
Western Wealth Management
Colorado
$330K -$15.5K -37 -5%
CL
942
CPWM LLC
Washington
$328K -$7.13K -17 -2%
GW
943
GW & Wade
Massachusetts
$325K – – –
CAPTRUST Financial Advisors
944
CAPTRUST Financial Advisors
North Carolina
$322K +$2.52K +6 +0.8%
GC
945
Grimes & Company
Massachusetts
$321K -$420 -1 -0.1%
Dodge & Cox
946
Dodge & Cox
California
$321K – – –
SAM
947
Smithbridge Asset Management
Pennsylvania
$321K +$315K +750 New
FRM
948
Fox Run Management
Connecticut
$321K +$315K +752 New
SCM
949
Schnieders Capital Management
California
$320K -$23.1K -55 -7%
BAM
950
Berkshire Asset Management
Pennsylvania
$320K – – –