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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1026
Cerro Pacific Wealth Advisors
California
$1.03M +$993K +1,176 New
JDR
1027
Jay D. Rosenbaum
$1.03M +$993K +1,176 New
Choate Investment Advisors
1028
Choate Investment Advisors
Massachusetts
$1.02M -$139K -164 -12%
FCFC
1029
First Commonwealth Financial Corp
Pennsylvania
$1.02M +$337K +399 +52%
WSC
1030
Wellington Shields & Co
New York
$1.01M +$246K +291 +33%
BRWM
1031
B. Riley Wealth Management
Tennessee
$1.01M -$80.2K -95 -8%
DIP
1032
DT Investment Partners
Pennsylvania
$1.01M +$62.5K +74 +7%
FBC
1033
Fairfield, Bush & Co
Connecticut
$1.01M – – –
HM Payson & Co
1034
HM Payson & Co
Maine
$1M -$7.6K -9 -0.8%
Tokio Marine Asset Management
1035
Tokio Marine Asset Management
Japan
$999K +$114K +135 +13%
HighPoint Advisor Group
1036
HighPoint Advisor Group
Illinois
$995K +$254K +301 +36%
Quadrant Capital Group
1037
Quadrant Capital Group
Ohio
$994K +$141K +167 +17%
MI
1038
Markston International
New York
$990K -$79.4K -94 -8%
Carson Wealth (CWM LLC)
1039
Carson Wealth (CWM LLC)
Nebraska
$988K – – –
SCM
1040
Stonebridge Capital Management
California
$987K +$633K +750 +198%
RMCM
1041
Reynders McVeigh Capital Management
Massachusetts
$984K -$75.2K -89 -7%
RCM
1042
Radnor Capital Management
Pennsylvania
$982K – – –
BI
1043
Berkeley Inc
Idaho
$976K -$1.2M -1,418 -56%
TBA
1044
Tower Bridge Advisors
Pennsylvania
$976K – – –
LSPW
1045
Lake Street Private Wealth
Illinois
$974K -$58.3K -69 -6%
MIM
1046
MTM Investment Management
South Carolina
$969K – – –
LWP
1047
Lumature Wealth Partners
Georgia
$966K +$171K +202 +22%
Perigon Wealth Management
1048
Perigon Wealth Management
California
$964K +$63.3K +75 +7%
Independent Advisor Alliance
1049
Independent Advisor Alliance
North Carolina
$963K -$321K -380 -26%
1SB
1050
1ST Source Bank
Indiana
$963K +$46.5K +55 +5%