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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1101
Intercontinental Wealth Advisors
Texas
$180K +$164K +363 +1,729%
BBHC
1102
Brown Brothers Harriman & Co
New York
$173K +$26.2K +58 +19%
JWA
1103
JFS Wealth Advisors
Pennsylvania
$167K
PVH
1104
Psagot Value Holdings
Israel
$165K +$159K +352 New
GLI
1105
Guardian Life Insurance
New York
$164K
WCG
1106
Weaver Consulting Group
California
$163K
APW
1107
Acima Private Wealth
Virginia
$161K
PFO
1108
Pathstone Family Office
New Jersey
$160K +$8.14K +18 +6%
AA
1109
AlphaMark Advisors
Kentucky
$158K
FMT
1110
First Mercantile Trust
Tennessee
$156K +$150K +332 New
PCP
1111
Proficio Capital Partners
Massachusetts
$155K +$31.2K +69 +26%
DWM
1112
Doyle Wealth Management
Florida
$154K +$148K +328 New
GWS
1113
Glassman Wealth Services
Virginia
$150K +$103K +228 +248%
KPCM
1114
Kings Point Capital Management
New York
$149K +$3.17K +7 +2%
BAMCO Inc
1115
BAMCO Inc
New York
$145K
FFC
1116
First Financial Corp
Indiana
$144K
LA
1117
Legacy Advisors
Pennsylvania
$141K +$50.7K +112 +60%
TFA
1118
Transamerica Financial Advisors
Florida
$138K +$133K +293 New
CIA
1119
CSat Investment Advisory
Michigan
$137K +$126K +278 +1,986%
S
1120
Seeyond
France
$133K -$27.1K -60 -17%
DWA
1121
Dougherty Wealth Advisers
Minnesota
$131K
BCM
1122
Blume Capital Management
California
$129K
CPR
1123
CSU Producer Resources
Ohio
$129K
LWM
1124
Lenox Wealth Management
Ohio
$118K +$3.17K +7 +3%
BWA
1125
BDO Wealth Advisors
Florida
$118K +$114K +252 New