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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1001
Weatherly Asset Management
California
$1.61M -$110K -116 -7%
KAS
1002
KPP Advisory Services
Kentucky
$1.61M +$21.7K +23 +2%
SAG
1003
SageView Advisory Group
California
$1.6M +$15.1K +16 +1%
MCCP
1004
Mission Creek Capital Partners
California
$1.59M -$193K -204 -12%
M1FG
1005
Mach-1 Financial Group
Arkansas
$1.59M +$23.6K +25 +2%
GH
1006
GAM Holding
Switzerland
$1.59M +$1.43M +1,512 New
LGA
1007
Lebenthal Global Advisors
New York
$1.59M +$27.4K +29 +2%
XWM
1008
Xcel Wealth Management
Florida
$1.58M +$28.4K +30 +2%
LF
1009
Lee Financial
Texas
$1.58M +$132K +140 +10%
CWM
1010
Chemistry Wealth Management
New York
$1.58M
WC
1011
Wynn Capital
Georgia
$1.57M -$11.3K -12 -0.8%
OIM
1012
Opus Investment Management
Massachusetts
$1.57M
Two Sigma Advisers
1013
Two Sigma Advisers
New York
$1.57M +$1.04M +1,100 +275%
JIC
1014
Joel Isaacson & Co
New York
$1.57M -$66.2K -70 -4%
BWP
1015
Baldwin Wealth Partners
Massachusetts
$1.57M -$46.3K -49 -3%
LB
1016
Legacy Bridge
Iowa
$1.57M -$13.2K -14 -0.9%
CI
1017
Cigna Investments
Connecticut
$1.56M +$12.3K +13 +0.9%
SAI
1018
Savvy Advisors Inc
New York
$1.54M +$412K +436 +42%
CIA
1019
Capital Investment Advisors
Georgia
$1.54M -$35K -37 -2%
EAMA
1020
EFG Asset Management (Americas)
Florida
$1.54M -$570K -603 -29%
BPWM
1021
Badgley Phelps Wealth Managers
Washington
$1.53M -$24.6K -26 -2%
CW
1022
CreativeOne Wealth
Kansas
$1.53M +$410K +434 +42%
SVWAG
1023
Sound View Wealth Advisors Group
Georgia
$1.53M +$16.1K +17 +1%
LCM
1024
Leisure Capital Management
California
$1.53M +$4.73K +5 +0.3%
RCAG
1025
Rehmann Capital Advisory Group
Michigan
$1.53M -$85.1K -90 -6%