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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1151
Proficio Capital Partners
Massachusetts
$272K +$252K +499 New
QT
1152
Quantamental Technologies
New York
$272K +$252K +500 New
HPWM
1153
Highland Private Wealth Management
Washington
$269K +$249K +494 New
CWM
1154
Confluence Wealth Management
Oregon
$268K -$13.6K -27 -5%
LWCFA
1155
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$268K +$1.01K +2 +0.4%
DLA
1156
Douglas Lane & Associates
New York
$266K -$3.03K -6 -1%
GWS
1157
Glassman Wealth Services
Virginia
$266K +$11.6K +23 +5%
SWA
1158
Sutton Wealth Advisors
Florida
$265K +$17.7K +35 +8%
FCA
1159
FLC Capital Advisors
California
$264K -$65.1K -129 -21%
CWM
1160
Circle Wealth Management
New Jersey
$263K +$5.05K +10 +2%
BST
1161
Bath Savings Trust
Maine
$262K
NNP
1162
Nachman Norwood & Parrott
South Carolina
$262K
IC
1163
Intersect Capital
California
$261K +$3.03K +6 +1%
BJL
1164
Brighton Jones LLC
Washington
$259K -$39.4K -78 -14%
SFS
1165
Sowell Financial Services
Arkansas
$257K +$32.8K +65 +16%
WBG
1166
Wharton Business Group
Pennsylvania
$255K +$236K +468 New
RCG
1167
Rock Creek Group
District of Columbia
$255K +$237K +469 New
ECM
1168
EagleClaw Capital Management
Massachusetts
$253K -$105K -207 -31%
LA
1169
LVW Advisors
New York
$253K -$2.52K -5 -1%
HWMG
1170
Hurlow Wealth Management Group
Indiana
$253K
NFC
1171
Northeast Financial Consultants
Connecticut
$252K
GG
1172
Gleason Group
Kentucky
$252K +$1.51K +3 +0.7%
AssetMark Inc
1173
AssetMark Inc
California
$251K -$1.12M -2,222 -83%
IWA
1174
Intercontinental Wealth Advisors
Texas
$250K
TSWM
1175
Triangle Securities Wealth Management
North Carolina
$249K -$18.2K -36 -7%