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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
1076
Fieldpoint Private Securities
Connecticut
$270K +$2.46K +5 +0.8%
Western Wealth Management
1077
Western Wealth Management
Colorado
$269K -$12.3K -25 -4%
RegentAtlantic Capital
1078
RegentAtlantic Capital
New Jersey
$268K +$24.6K +50 +9%
FWM
1079
Frontier Wealth Management
Missouri
$266K +$55.7K +113 +23%
Avidian Wealth Enterprises
1080
Avidian Wealth Enterprises
Texas
$265K +$1.48K +3 +0.5%
Todd Asset Management
1081
Todd Asset Management
Kentucky
$262K -$754K -1,531 -72%
OIA
1082
Optimum Investment Advisors
Illinois
$262K -$22.7K -46 -7%
BPB
1083
Badgley, Phelps & Bell
Washington
$262K -$985 -2 -0.3%
SMC
1084
Smith, Moore & Co
Missouri
$262K +$9.85K +20 +3%
SIA
1085
Soltis Investment Advisors
Utah
$262K +$64.1K +130 +28%
JSL
1086
JT Stratford LLC
Georgia
$261K +$69.5K +141 +31%
MTC
1087
McDaniel Terry & Co
Texas
$260K – – –
VC
1088
Veracity Capital
Georgia
$258K +$66.5K +135 +30%
FCA
1089
FLC Capital Advisors
California
$257K – – –
SAM
1090
Seelaus Asset Management
New Jersey
$257K +$19.7K +40 +7%
Vanguard Personalized Indexing Management
1091
Vanguard Personalized Indexing Management
California
$257K +$288K +584 New
RCA
1092
Resonant Capital Advisors
Wisconsin
$256K +$2.96K +6 +1%
EWM
1093
EPG Wealth Management
Georgia
$255K +$150K +305 +111%
LOAMS
1094
Lombard Odier Asset Management (Switzerland)
Switzerland
$255K +$286K +580 New
NCM
1095
Northside Capital Management
Oregon
$252K – – –
CDH
1096
Charles D. Hyman
$251K -$3.94K -8 -1%
FBFS
1097
First Business Financial Services
Wisconsin
$251K – – –
LC
1098
Lindbrook Capital
California
$249K +$10.8K +22 +4%
PA
1099
Probity Advisors
Texas
$247K +$74.4K +151 +37%
MGWM
1100
Marks Group Wealth Management
Minnesota
$245K -$19.2K -39 -7%