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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1101
Advantage Investment Management
Iowa
$176K -$19.6K -44 -10%
PCG
1102
Private Capital Group
Connecticut
$174K -$22.7K -51 -12%
IWA
1103
Intercontinental Wealth Advisors
Texas
$169K -$1.78K -4 -1%
APW
1104
Acima Private Wealth
Virginia
$168K +$15.6K +35 +10%
JFGIW
1105
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K -$7.13K -16 -4%
WCG
1106
Weaver Consulting Group
California
$166K – – –
JWA
1107
JFS Wealth Advisors
Pennsylvania
$159K – – –
GLI
1108
Guardian Life Insurance
New York
$153K -$2.67K -6 -2%
AA
1109
AlphaMark Advisors
Kentucky
$150K – – –
CIA
1110
CSat Investment Advisory
Michigan
$150K +$20.5K +46 +16%
FHA
1111
First Horizon Advisors
Tennessee
$149K -$171K -384 -53%
BL
1112
Balentine LLC
Georgia
$147K +$118K +264 +406%
GWS
1113
Glassman Wealth Services
Virginia
$145K +$2.67K +6 +2%
KPCM
1114
Kings Point Capital Management
New York
$141K – – –
FMT
1115
First Mercantile Trust
Tennessee
$140K -$8.02K -18 -5%
FFC
1116
First Financial Corp
Indiana
$136K – – –
S
1117
Seeyond
France
$126K – – –
DWA
1118
Dougherty Wealth Advisers
Minnesota
$124K – – –
CPR
1119
CSU Producer Resources
Ohio
$123K – – –
BCM
1120
Blume Capital Management
California
$122K – – –
LWM
1121
Lenox Wealth Management
Ohio
$121K +$8.91K +20 +8%
CBT
1122
Capital Bank & Trust
California
$119K +$69K +155 +140%
AIC
1123
Ameritas Investment Company
Nebraska
$119K +$118K +264 New
BWA
1124
BDO Wealth Advisors
Florida
$112K – – –
TFS
1125
TrustCore Financial Services
Tennessee
$107K – – –