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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RC
1001
RegentAtlantic Capital
New Jersey
$283K -$8.91K -20 -3%
PHS
1002
Pekin Hardy Strauss
Illinois
$279K
SMC
1003
Smith, Moore & Co
Missouri
$278K +$1.78K +4 +0.6%
WWM
1004
Western Wealth Management
Colorado
$276K -$23.6K -53 -8%
HIC
1005
Holderness Investments Company
North Carolina
$274K -$31.2K -70 -10%
VCA
1006
Verdence Capital Advisors
Maryland
$270K +$4.9K +11 +2%
ST
1007
Spinnaker Trust
Maine
$270K +$47.6K +107 +21%
FCA
1008
FLC Capital Advisors
California
$268K -$187K -419 -41%
BPB
1009
Badgley, Phelps & Bell
Washington
$266K -$7.57K -17 -3%
TAM
1010
Todd Asset Management
Kentucky
$266K
AIL
1011
AGF Investments LLC
Ontario, Canada
$266K +$20K +45 +8%
WAM
1012
Weiss Asset Management
Massachusetts
$266K +$61.9K +139 +30%
MTC
1013
McDaniel Terry & Co
Texas
$263K +$263K +590 New
BW
1014
Bison Wealth
Georgia
$262K +$54.8K +123 +26%
AB
1015
Atlas Brown
Kentucky
$261K +$14.3K +32 +6%
OIA
1016
Optimum Investment Advisors
Illinois
$260K +$14.7K +33 +6%
LSAG
1017
Lake Street Advisors Group
New Hampshire
$257K +$24K +54 +10%
FDCC
1018
Foster Dykema Cabot & Co
Massachusetts
$255K
NCM
1019
Northside Capital Management
Oregon
$255K +$255K +572 New
WSTAM
1020
Wilbanks Smith & Thomas Asset Management
Virginia
$254K -$11.1K -25 -4%
FBFS
1021
First Business Financial Services
Wisconsin
$254K
TBA
1022
Tower Bridge Advisors
Pennsylvania
$252K
AFA
1023
Arlington Financial Advisors
California
$250K -$24.5K -55 -9%
AL
1024
Aspiriant LLC
California
$249K -$26.7K -60 -10%
SFSIG
1025
San Francisco Sentry Investment Group
California
$249K +$6.68K +15 +3%