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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CAAS
1026
Capital Asset Advisory Services
Michigan
$320K +$76.4K +155 +31%
PWP
1027
Principle Wealth Partners
Connecticut
$318K -$114K -231 -24%
FFG
1028
Frisch Financial Group
New York
$316K +$4.43K +9 +1%
CQS
1029
Credential Qtrade Securities
$316K +$36K +73 +11%
QIM
1030
Quest Investment Management
Oregon
$315K – – –
MBTD
1031
Mechanics Bank - Trust Department
California
$314K -$371K -753 -51%
FI
1032
FormulaFolio Investments
Michigan
$313K -$493 -1 -0.1%
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$313K +$345K +701 +6,373%
SB
1034
Simmons Bank
Arkansas
$312K -$144K -292 -29%
SAM
1035
Strategy Asset Managers
California
$311K +$51.2K +104 +17%
TC
1036
Truvestments Capital
Florida
$311K +$75.4K +153 +28%
VWA
1037
V Wealth Advisors
Kansas
$311K +$105K +213 +43%
BRWM
1038
B. Riley Wealth Management
Tennessee
$310K +$93.1K +189 +37%
PGWM
1039
Parisi Gray Wealth Management
New Jersey
$308K -$10.8K -22 -3%
ACM
1040
Alethea Capital Management
Washington
$308K – – –
PFSC
1041
Peoples Financial Services Corp
Pennsylvania
$308K – – –
DSC
1042
Duncker Streett & Co
Missouri
$307K +$1.97K +4 +0.6%
PAMG
1043
Patton Albertson Miller Group
Tennessee
$304K -$56.7K -115 -14%
Empirical Finance
1044
Empirical Finance
Pennsylvania
$303K +$119K +241 +54%
III
1045
Independent Investors Inc
New York
$303K +$339K +689 New
OC
1046
Oakworth Capital
Alabama
$301K -$34.5K -70 -9%
TCM
1047
Teza Capital Management
Illinois
$301K +$338K +685 New
RWA
1048
Ropes Wealth Advisors
Massachusetts
$300K -$29.6K -60 -8%
SBSB
1049
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K -$4.43K -9 -1%
ECM
1050
EagleClaw Capital Management
Massachusetts
$296K – – –