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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JWBC
1101
J.W. Burns & Co
New York
$826K – – –
LWA
1102
Lineweaver Wealth Advisors
Ohio
$826K +$106K +126 +15%
AB
1103
Atlas Brown
Kentucky
$823K – – –
OCG
1104
Opus Capital Group
Ohio
$822K -$234K -277 -23%
WPW
1105
Waldron Private Wealth
Pennsylvania
$820K – – –
AO
1106
Advisor OS
Illinois
$819K -$253K -300 -24%
CA
1107
Cambridge Advisors
Nebraska
$816K -$35.5K -42 -4%
FPF
1108
First Pacific Financial
Washington
$811K +$81.9K +97 +12%
CAS
1109
Cascadia Advisory Services
Oregon
$802K -$25.3K -30 -3%
FFN
1110
Focus Financial Network
Minnesota
$802K +$11K +13 +1%
PFG
1111
PAX Financial Group
Texas
$801K -$22K -26 -3%
MWA
1112
Meridian Wealth Advisors
Texas
$789K +$94.6K +112 +14%
Fiera Capital (Canada)
1113
Fiera Capital (Canada)
Quebec, Canada
$787K -$19.4K -23 -2%
EAMA
1114
EFG Asset Management (Americas)
Florida
$780K +$15.2K +18 +2%
GC
1115
Grimes & Company
Massachusetts
$779K +$20.3K +24 +3%
EGA
1116
E&G Advisors
Texas
$777K -$750K -888 Closed
GC
1117
Gilbert & Cook
Iowa
$777K +$21.1K +25 +3%
WA1
1118
Wimmer Associates 1
California
$774K – – –
WFC
1119
Western Financial Corp
California
$774K +$33.8K +40 +5%
TFS
1120
Thoroughbred Financial Services
Tennessee
$772K -$15.2K -18 -2%
BPA
1121
Beacon Pointe Advisors
California
$772K +$746K +883 New
TIAM2
1122
Tru Independence Asset Management 2
Oregon
$771K -$32.1K -38 -4%
LC
1123
LCNB Corp
Ohio
$771K -$4.22K -5 -0.6%
CPO
1124
Cerity Partners OCIO
New York
$767K +$73.5K +87 +11%
LWMM
1125
Legacy Wealth Management (Mississippi)
Mississippi
$766K – – –