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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
926
Sound View Wealth Advisors Group
Georgia
$373K +$359K +794 New
MWM
927
Mission Wealth Management
California
$371K -$4.98K -11 -1%
PGWM
928
Parisi Gray Wealth Management
New Jersey
$370K
AC
929
Abbrea Capital
California
$369K +$3.17K +7 +0.9%
GW
930
GW & Wade
Massachusetts
$366K +$9.05K +20 +3%
MFG
931
Magnus Financial Group
New York
$364K -$8.6K -19 -2%
MWM
932
Modera Wealth Management
New Jersey
$364K +$81.9K +181 +30%
FFN
933
Focus Financial Network
Minnesota
$359K +$13.6K +30 +4%
OC
934
Oakworth Capital
Alabama
$359K +$28K +62 +9%
BA
935
Boston Advisors
Massachusetts
$354K -$14.9K -33 -4%
TA
936
Tiedemann Advisors
New York
$353K -$2.21M -4,875 -87%
Dodge & Cox
937
Dodge & Cox
California
$352K
NNP
938
Nachman Norwood & Parrott
South Carolina
$352K +$5.43K +12 +2%
QCG
939
Quadrant Capital Group
Ohio
$352K +$116K +256 +48%
EFS
940
Essex Financial Services
Connecticut
$350K +$337K +745 New
WKWM
941
Walter & Keenan Wealth Management
Indiana
$349K
BAM
942
Berkshire Asset Management
Pennsylvania
$347K -$4.52K -10 -1%
FIM
943
Freedom Investment Management
Connecticut
$346K +$49.3K +109 +17%
MIC
944
Means Investment Company
Maine
$345K +$1.36K +3 +0.4%
MCM
945
Mengis Capital Management
Oregon
$344K
AW
946
ACG Wealth
Georgia
$343K +$52.5K +116 +19%
GC
947
Grimes & Company
Massachusetts
$341K -$10.9K -24 -3%
BTW
948
Boston Trust Walden
Massachusetts
$341K +$1.36K +3 +0.4%
FHA
949
First Horizon Advisors
Tennessee
$338K -$198K -438 -38%
CAPTRUST Financial Advisors
950
CAPTRUST Financial Advisors
North Carolina
$335K -$18.1K -40 -5%