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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CPWA
1051
Cerro Pacific Wealth Advisors
California
$1.44M -$13.4K -13 -0.9%
PHS
1052
Pekin Hardy Strauss
Illinois
$1.44M -$67.2K -65 -4%
CT
1053
ClearAlpha Technologies
Connecticut
$1.44M -$856K -828 -36%
AWA
1054
Aaron Wealth Advisors
Illinois
$1.43M -$6.21K -6 -0.4%
CGFA
1055
Colton Groome Financial Advisors
North Carolina
$1.43M +$194K +188 +14%
JIC
1056
Joel Isaacson & Co
New York
$1.42M -$4.14K -4 -0.3%
LB
1057
Legacy Bridge
Iowa
$1.42M – – –
CB
1058
Community Bank
New York
$1.41M – – –
CP
1059
Canopy Partners
Ohio
$1.41M +$11.4K +11 +0.8%
SCA
1060
Southern Capital Advisors
Tennessee
$1.41M +$5.17K +5 +0.3%
CTA
1061
Colonial Trust Advisors
South Carolina
$1.4M +$13.4K +13 +0.9%
BPWM
1062
Badgley Phelps Wealth Managers
Washington
$1.4M -$15.5K -15 -1%
HT
1063
Heritage Trust
Oklahoma
$1.39M +$122K +118 +9%
CI
1064
Cigna Investments
Connecticut
$1.39M +$7.24K +7 +0.5%
AIM
1065
Aigen Investment Management
New York
$1.39M +$985K +952 +194%
MWA
1066
Midland Wealth Advisors
Illinois
$1.38M -$29K -28 -2%
LWCFA
1067
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$1.38M +$1.05M +1,018 +245%
IA
1068
Integrity Alliance
Iowa
$1.38M -$138K -133 -8%
SSA
1069
Shepherd Street Advisors
California
$1.38M -$115K -111 -8%
GAM
1070
Griffin Asset Management
New York
$1.38M – – –
TWP
1071
Tyche Wealth Partners
Texas
$1.37M +$4.14K +4 +0.3%
SVWAG
1072
Sound View Wealth Advisors Group
Georgia
$1.37M +$91K +88 +7%
SAG
1073
SageView Advisory Group
California
$1.37M -$42.4K -41 -3%
SP
1074
Stablepoint Partners
Massachusetts
$1.37M -$12.4K -12 -0.8%
BSB
1075
Bangor Savings Bank
Maine
$1.36M -$35.2K -34 -2%