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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1101
Private Portfolio Partners
New Jersey
$202K +$195K +431 New
ECG
1102
Edge Capital Group
Georgia
$201K +$194K +429 New
LRIA
1103
Leonard Rickey Investment Advisors
Washington
$201K +$194K +429 New
IBOK
1104
Independence Bank of Kentucky
Kentucky
$200K -$27.1K -60 -12%
M
1105
Mirova
France
$184K – – –
JFGIW
1106
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$183K -$7.69K -17 -4%
IWA
1107
Intercontinental Wealth Advisors
Texas
$180K +$164K +363 +1,729%
BBHC
1108
Brown Brothers Harriman & Co
New York
$173K +$26.2K +58 +19%
JWA
1109
JFS Wealth Advisors
Pennsylvania
$167K – – –
PVH
1110
Psagot Value Holdings
Israel
$165K +$159K +352 New
GLI
1111
Guardian Life Insurance
New York
$164K – – –
WCG
1112
Weaver Consulting Group
California
$163K – – –
APW
1113
Acima Private Wealth
Virginia
$161K – – –
PFO
1114
Pathstone Family Office
New Jersey
$160K +$8.14K +18 +6%
AA
1115
AlphaMark Advisors
Kentucky
$158K – – –
FMT
1116
First Mercantile Trust
Tennessee
$156K +$150K +332 New
PCP
1117
Proficio Capital Partners
Massachusetts
$155K +$31.2K +69 +26%
DWM
1118
Doyle Wealth Management
Florida
$154K +$148K +328 New
GWS
1119
Glassman Wealth Services
Virginia
$150K +$103K +228 +248%
KPCM
1120
Kings Point Capital Management
New York
$149K +$3.17K +7 +2%
BAMCO Inc
1121
BAMCO Inc
New York
$145K – – –
FFC
1122
First Financial Corp
Indiana
$144K – – –
LA
1123
Legacy Advisors
Pennsylvania
$141K +$50.7K +112 +60%
TFA
1124
Transamerica Financial Advisors
Florida
$138K +$133K +293 New
CIA
1125
CSat Investment Advisory
Michigan
$137K +$126K +278 +1,986%