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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWA
1051
Clarus Wealth Advisors
Arizona
$158K +$19.7K +48 +14%
CG
1052
Cutler Group
California
$157K +$164K +400 New
CIAS
1053
Capital Investment Advisory Services
North Carolina
$156K +$163K +397 New
HT
1054
Heritage Trust
Oklahoma
$152K +$56.5K +138 +56%
LC
1055
Lindbrook Capital
California
$152K +$159K +388 New
SWM
1056
SeaCrest Wealth Management
New York
$151K -$39.7K -97 -20%
DWM
1057
Doyle Wealth Management
Florida
$148K +$154K +376 New
SWA
1058
Sutton Wealth Advisors
Florida
$146K +$27K +66 +22%
APW
1059
Acima Private Wealth
Virginia
$145K +$151K +369 New
JA
1060
JOYN Advisors
Georgia
$144K +$112K +273 +290%
PCG
1061
Private Capital Group
Connecticut
$143K -$48.3K -118 -24%
JWA
1062
JFS Wealth Advisors
Pennsylvania
$140K – – –
POIA
1063
Pin Oak Investment Advisors
Texas
$139K – – –
GLI
1064
Guardian Life Insurance
New York
$136K – – –
S
1065
Seeyond
France
$135K +$140K +343 New
SLF
1066
Sun Life Financial
Ontario, Canada
$134K +$1.64K +4 +1%
PFO
1067
Pathstone Family Office
New Jersey
$133K +$104K +254 +299%
KPW
1068
Kore Private Wealth
New York
$130K +$136K +331 New
KA
1069
Kaizen Advisory
Illinois
$127K +$6.14K +15 +5%
BL
1070
Balentine LLC
Georgia
$123K +$108K +264 +550%
BCI
1071
Brinker Capital Investments
Pennsylvania
$121K +$127K +309 New
FFC
1072
First Financial Corp
Indiana
$119K – – –
BAMCO Inc
1073
BAMCO Inc
New York
$117K +$7.37K +18 +6%
KPCM
1074
Kings Point Capital Management
New York
$116K – – –
DWA
1075
Dougherty Wealth Advisers
Minnesota
$116K +$114K +279 New