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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PA
1026
Probity Advisors
Texas
$425K +$112K +221 +39%
Marshall Wace
1027
Marshall Wace
United Kingdom
$424K -$2.43M -4,803 -86%
WA
1028
WBH Advisory
Maryland
$423K +$20.7K +41 +6%
TMAM
1029
Tokio Marine Asset Management
Japan
$421K +$115K +228 +42%
Loomis, Sayles & Company
1030
Loomis, Sayles & Company
Massachusetts
$420K -$174K -344 -31%
AII
1031
AGF Investments Inc
Ontario, Canada
$414K
LCM
1032
Logan Capital Management
Pennsylvania
$413K -$14.6K -29 -4%
FMWA
1033
Forvis Mazars Wealth Advisors
Missouri
$411K +$42.4K +84 +13%
AWM
1034
Aries Wealth Management
Maine
$410K +$120K +238 +46%
GC
1035
Grimes & Company
Massachusetts
$409K +$1.01K +2 +0.3%
RWA
1036
Ropes Wealth Advisors
Massachusetts
$409K +$35.3K +70 +10%
EGA
1037
E&G Advisors
Texas
$408K
WKWM
1038
Walter & Keenan Wealth Management
Indiana
$404K -$6.26M -12,398 -94%
CRWM
1039
Castle Rock Wealth Management
California
$404K -$1.01K -2 -0.3%
SFA
1040
Sequoia Financial Advisors
Ohio
$402K -$17.7K -35 -5%
GWM
1041
Geneos Wealth Management
Colorado
$401K -$1.51K -3 -0.4%
EWA
1042
ERTS Wealth Advisors
Michigan
$400K -$12.1K -24 -3%
ECM
1043
Ensemble Capital Management
California
$400K
OPS
1044
Orion Portfolio Solutions
Nebraska
$398K +$40.9K +81 +12%
RIG
1045
Renaissance Investment Group
Massachusetts
$397K -$131K -260 -26%
MCM
1046
Mengis Capital Management
Oregon
$397K
VCA
1047
Verdence Capital Advisors
Maryland
$394K +$41.4K +82 +13%
PWP
1048
Principle Wealth Partners
Connecticut
$393K
KFA
1049
Krane Funds Advisors
New York
$389K -$188K -372 -34%
QIM
1050
Quest Investment Management
Oregon
$389K