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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FIM
1101
Freedom Investment Management
Connecticut
$888K +$36.7K +47 +4%
LA
1102
LM Advisors
California
$886K +$260K +333 +42%
CAG
1103
Csenge Advisory Group
Florida
$886K +$108K +138 +14%
FMB
1104
Field & Main Bank
Kentucky
$884K +$82.7K +106 +10%
GM
1105
GeoWealth Management
Illinois
$881K +$137K +175 +19%
UCB
1106
United Community Bank
South Carolina
$880K +$872K +1,118 New
CA
1107
Cullinan Associates
Kentucky
$879K +$247K +316 +40%
OHWA
1108
Oak Hill Wealth Advisors
Virginia
$876K +$868K +1,112 New
RCA
1109
Roberts Capital Advisors
Colorado
$875K
UBG
1110
United Bank (Georgia)
Georgia
$873K +$18.7K +24 +2%
Koshinski Asset Management
1111
Koshinski Asset Management
Illinois
$872K -$11.7K -15 -1%
TPI
1112
Trust Point Inc
Wisconsin
$872K -$47.6K -61 -5%
FPAS
1113
Focus Partners Advisor Solutions
Missouri
$871K +$279K +357 +48%
AAS
1114
Ameritas Advisory Services
Nebraska
$868K -$92.8K -119 -10%
NC
1115
nVerses Capital
Florida
$866K +$858K +1,100 New
TFS
1116
Thoroughbred Financial Services
Tennessee
$864K +$460K +590 +116%
WIC
1117
Woodmont Investment Counsel
Tennessee
$864K
AM
1118
AGF Management
Ontario, Canada
$862K +$854K +1,095 New
NSIM
1119
North Star Investment Management
Illinois
$861K -$12.5K -16 -1%
PTC
1120
Private Trust Company
Ohio
$858K -$10.1K -13 -1%
BCA
1121
Bay Colony Advisors
Massachusetts
$856K -$57.7K -74 -6%
NAS
1122
Nicolet Advisory Services
Wisconsin
$855K +$25.7K +33 +3%
GI
1123
GLOBALT Investments
Georgia
$855K -$4.68K -6 -0.5%
AWM
1124
Accurate Wealth Management
Florida
$854K +$24.2K +31 +3%
FHA
1125
Flagship Harbor Advisors
Massachusetts
$854K -$93.6K -120 -10%