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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SMFS
1026
Squar Milner Financial Services
California
$248K +$123K +277 +170%
TA
1027
TCG Advisors
Texas
$248K +$203K +456 +456%
FPS
1028
Fieldpoint Private Securities
Connecticut
$247K -$68.1K -153 -22%
TC
1029
Truvestments Capital
Florida
$247K +$3.56K +8 +1%
AW
1030
ACG Wealth
Georgia
$245K -$81.5K -183 -25%
SFA
1031
Sequoia Financial Advisors
Ohio
$245K -$25.4K -57 -9%
BWAM
1032
Boyd Watterson Asset Management
Ohio
$244K
LC
1033
Lindbrook Capital
California
$243K -$10.2K -23 -4%
PL
1034
Perpetual Ltd
Australia
$243K
LWM
1035
Lyell Wealth Management
California
$241K
FAIM
1036
Financial Advocates Investment Management
Washington
$241K +$4.9K +11 +2%
FB
1037
Fulton Bank
Pennsylvania
$240K
WA
1038
WBH Advisory
Maryland
$239K
GCP
1039
GSA Capital Partners
United Kingdom
$239K +$239K +536 New
CCM
1040
Coldstream Capital Management
Washington
$238K -$3.12K -7 -1%
PFBT
1041
Parkside Financial Bank & Trust
Missouri
$238K
TSS
1042
Two Sigma Securities
New York
$237K -$158K -354 -40%
FMWA
1043
Forvis Mazars Wealth Advisors
Missouri
$237K -$8.46K -19 -3%
CRC
1044
Curi RMB Capital
Illinois
$236K -$249K -560 -51%
SWM
1045
SeaCrest Wealth Management
New York
$236K +$10.7K +24 +5%
FC
1046
Ferris Capital
Massachusetts
$234K
SAM
1047
Seelaus Asset Management
New Jersey
$234K +$11.1K +25 +5%
CSIC
1048
Clifford Swan Investment Counsel
California
$232K
AC
1049
Alexandria Capital
Virginia
$231K -$17.8K -40 -7%
PIP
1050
Peachtree Investment Partners
Florida
$230K -$205K -461 -47%