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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
ADL
1076
Asset Dedication LLC
California
$929K +$28.1K +36 +3%
LOPW
1077
Live Oak Private Wealth
North Carolina
$925K +$2.34K +3 +0.3%
VFA
1078
Voya Financial Advisors
Connecticut
$920K +$55.4K +71 +6%
CWM
1079
Chesapeake Wealth Management
Virginia
$920K -$61.6K -79 -6%
AWM
1080
AE Wealth Management
Kansas
$915K +$151K +193 +20%
SCM
1081
Spreng Capital Management
Ohio
$912K -$94.4K -121 -9%
MFG
1082
MidWestOne Financial Group
Iowa
$910K -$38.2K -49 -4%
KCM
1083
Kornitzer Capital Management
Kansas
$909K -$15.6K -20 -2%
SAM
1084
Smartleaf Asset Management
Massachusetts
$909K +$14K +18 +2%
KWMG
1085
King Wealth Management Group
Florida
$909K -$6.24K -8 -0.7%
OCM
1086
Orion Capital Management
California
$909K – – –
First Manhattan
1087
First Manhattan
New York
$908K -$34.3K -44 -4%
OTPPB
1088
Ontario Teachers' Pension Plan Board
Ontario, Canada
$906K -$541K -693 -38%
PFGIA
1089
Patriot Financial Group Insurance Agency
Massachusetts
$905K +$25.7K +33 +3%
RC
1090
Roundview Capital
New Jersey
$905K +$14K +18 +2%
TFA
1091
Transamerica Financial Advisors
Florida
$904K – – –
PFA
1092
Pathway Financial Advisers
Indiana
$903K +$780 +1 +0.1%
MWA
1093
Meridian Wealth Advisors
Texas
$903K +$20.3K +26 +2%
PT
1094
Plimoth Trust
Massachusetts
$902K -$17.2K -22 -2%
SMH
1095
Sanders Morris Harris
Texas
$902K – – –
MCC
1096
Money Concepts Capital
Florida
$902K +$20.3K +26 +2%
AWM
1097
Aries Wealth Management
Maine
$901K – – –
SMC
1098
Smith, Moore & Co
Missouri
$895K -$81.1K -104 -8%
AF
1099
Aviso Financial
Ontario, Canada
$895K +$887K +1,137 New
SCM
1100
Stonebridge Capital Management
California
$894K – – –