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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CGFA
1051
Colton Groome Financial Advisors
North Carolina
$1.43M +$194K +188 +14%
JIC
1052
Joel Isaacson & Co
New York
$1.42M -$4.14K -4 -0.3%
LB
1053
Legacy Bridge
Iowa
$1.42M
CB
1054
Community Bank
New York
$1.41M
CP
1055
Canopy Partners
Ohio
$1.41M +$11.4K +11 +0.8%
SCA
1056
Southern Capital Advisors
Tennessee
$1.41M +$5.17K +5 +0.3%
CTA
1057
Colonial Trust Advisors
South Carolina
$1.4M +$13.4K +13 +0.9%
BPWM
1058
Badgley Phelps Wealth Managers
Washington
$1.4M -$15.5K -15 -1%
HT
1059
Heritage Trust
Oklahoma
$1.39M +$122K +118 +9%
CI
1060
Cigna Investments
Connecticut
$1.39M +$7.24K +7 +0.5%
AIM
1061
Aigen Investment Management
New York
$1.39M +$985K +952 +194%
MWA
1062
Midland Wealth Advisors
Illinois
$1.38M -$29K -28 -2%
LWCFA
1063
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M +$1.05M +1,018 +245%
IA
1064
Integrity Alliance
Iowa
$1.38M -$138K -133 -8%
SSA
1065
Shepherd Street Advisors
California
$1.38M -$115K -111 -8%
GAM
1066
Griffin Asset Management
New York
$1.38M
TWP
1067
Tyche Wealth Partners
Texas
$1.37M +$4.14K +4 +0.3%
SVWAG
1068
Sound View Wealth Advisors Group
Georgia
$1.37M +$91K +88 +7%
SAG
1069
SageView Advisory Group
California
$1.37M -$42.4K -41 -3%
SP
1070
Stablepoint Partners
Massachusetts
$1.37M -$12.4K -12 -0.8%
BSB
1071
Bangor Savings Bank
Maine
$1.36M -$35.2K -34 -2%
TCA
1072
Transcend Capital Advisors
New Jersey
$1.36M +$72.4K +70 +5%
SWM
1073
Spire Wealth Management
Virginia
$1.36M +$22.8K +22 +2%
EIA
1074
Emerald Investment Advisers
Pennsylvania
$1.36M +$684K +661 +88%
PTC
1075
Private Trust Company
Ohio
$1.36M +$37.2K +36 +3%