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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Cookson Peirce & Co
1026
Cookson Peirce & Co
Pennsylvania
$430K +$399K +790 New
AWM
1027
Aberdeen Wealth Management
Illinois
$429K +$70.7K +140 +22%
RIA
1028
Realta Investment Advisors
Delaware
$428K -$14.6K -29 -4%
PA
1029
Probity Advisors
Texas
$425K +$112K +221 +39%
Marshall Wace
1030
Marshall Wace
United Kingdom
$424K -$2.43M -4,803 -86%
WA
1031
WBH Advisory
Maryland
$423K +$20.7K +41 +6%
Tokio Marine Asset Management
1032
Tokio Marine Asset Management
Japan
$421K +$115K +228 +42%
Loomis, Sayles & Company
1033
Loomis, Sayles & Company
Massachusetts
$420K -$174K -344 -31%
AGF Investments Inc
1034
AGF Investments Inc
Ontario, Canada
$414K – – –
LCM
1035
Logan Capital Management
Pennsylvania
$413K -$14.6K -29 -4%
Forvis Mazars Wealth Advisors
1036
Forvis Mazars Wealth Advisors
Missouri
$411K +$42.4K +84 +13%
AWM
1037
Aries Wealth Management
Maine
$410K +$120K +238 +46%
Grimes & Company
1038
Grimes & Company
Massachusetts
$409K +$1.01K +2 +0.3%
RWA
1039
Ropes Wealth Advisors
Massachusetts
$409K +$35.3K +70 +10%
EGA
1040
E&G Advisors
Texas
$408K – – –
WKWM
1041
Walter & Keenan Wealth Management
Indiana
$404K -$6.26M -12,398 -94%
CRWM
1042
Castle Rock Wealth Management
California
$404K -$1.01K -2 -0.3%
Sequoia Financial Advisors
1043
Sequoia Financial Advisors
Ohio
$402K -$17.7K -35 -5%
Geneos Wealth Management
1044
Geneos Wealth Management
Colorado
$401K -$1.51K -3 -0.4%
EWA
1045
ERTS Wealth Advisors
Michigan
$400K -$12.1K -24 -3%
ECM
1046
Ensemble Capital Management
California
$400K – – –
Orion Portfolio Solutions
1047
Orion Portfolio Solutions
Nebraska
$398K +$40.9K +81 +12%
RIG
1048
Renaissance Investment Group
Massachusetts
$397K -$131K -260 -26%
MCM
1049
Mengis Capital Management
Oregon
$397K – – –
VCA
1050
Verdence Capital Advisors
Maryland
$394K +$41.4K +82 +13%