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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Mission Wealth Management
976
Mission Wealth Management
California
$383K +$48.8K +99 +13%
LNB
977
Ledyard National Bank
$382K – – –
LSAG
978
Lake Street Advisors Group
New Hampshire
$381K +$141K +286 +49%
ESB
979
Essex Savings Bank
Connecticut
$379K -$17.2K -35 -4%
CL
980
CPWM LLC
Washington
$375K -$44.8K -91 -10%
PWPS
981
Pinnacle Wealth Planning Services
Ohio
$374K -$38.4K -78 -8%
SAM
982
Smithbridge Asset Management
Pennsylvania
$374K – – –
Luther King Capital Management (LKCM)
983
Luther King Capital Management (LKCM)
Texas
$373K -$9.85K -20 -2%
LSA
984
L & S Advisors
California
$372K -$55.2K -112 -12%
CA
985
Claro Advisors
Massachusetts
$372K +$23.7K +48 +6%
VWM
986
Venturi Wealth Management
Texas
$367K -$814K -1,653 -66%
CWM
987
Concentric Wealth Management
California
$367K -$61.6K -125 -13%
CS
988
Comerica Securities
Michigan
$366K -$648K -1,315 -61%
FSC
989
Full Sail Capital
Oklahoma
$364K -$96.1K -195 -21%
First Manhattan
990
First Manhattan
New York
$364K +$86.2K +175 +27%
AB
991
Atlas Brown
Kentucky
$361K +$105K +214 +35%
SP
992
Symmetry Partners
Connecticut
$361K +$404K +820 New
RIA
993
Realta Investment Advisors
Delaware
$359K +$493 +1 +0.1%
RGC
994
Roberts, Glore & Co
Illinois
$359K +$19.7K +40 +5%
SS
995
Sunbelt Securities
Texas
$358K -$203K -413 -34%
JFA
996
JNBA Financial Advisors
Minnesota
$358K +$1.48K +3 +0.4%
HFAS
997
Hummer Financial Advisory Services
Illinois
$354K -$56.7K -115 -13%
CRWM
998
Castle Rock Wealth Management
California
$353K +$349K +709 New
Freestone Capital Holdings
999
Freestone Capital Holdings
Washington
$352K -$1.1M -2,227 -74%
BCM
1000
Barometer Capital Management
Ontario, Canada
$352K +$394K +800 New