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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
JWCA
1151
J.W. Cole Advisors
Florida
$315K +$319K +559 New
CSWG
1152
Cardinal Strategic Wealth Guidance
Kentucky
$314K -$155K -271 -33%
SAM
1153
Seelaus Asset Management
New Jersey
$314K – – –
Brown Brothers Harriman & Co
1154
Brown Brothers Harriman & Co
New York
$313K -$5.71K -10 -2%
SWM
1155
SeaCrest Wealth Management
New York
$313K -$3.99K -7 -1%
ZB
1156
Zions Bancorporation
Utah
$313K – – –
Clifford Swan Investment Counsel
1157
Clifford Swan Investment Counsel
California
$313K +$20K +35 +7%
CQS
1158
Credential Qtrade Securities
$312K -$167K -293 -35%
FDCC
1159
Foster Dykema Cabot & Co
Massachusetts
$311K -$2.85K -5 -0.9%
TCPWM
1160
Traverso Chambers Private Wealth Management
California
$311K +$17.1K +30 +6%
CRCM
1161
Corbett Road Capital Management
Virginia
$310K +$18.8K +33 +6%
EWM
1162
EPG Wealth Management
Georgia
$308K -$28K -49 -8%
Todd Asset Management
1163
Todd Asset Management
Kentucky
$308K – – –
Perpetual Ltd
1164
Perpetual Ltd
Australia
$307K – – –
Koshinski Asset Management
1165
Koshinski Asset Management
Illinois
$305K -$20K -35 -7%
FCA
1166
FLC Capital Advisors
California
$305K – – –
Modera Wealth Management
1167
Modera Wealth Management
New Jersey
$305K +$1.14K +2 +0.4%
Ethic Inc
1168
Ethic Inc
New York
$305K +$309K +542 New
NB
1169
NBT Bank
New York
$304K – – –
FANJ
1170
Financial Architects (New Jersey)
New Jersey
$300K +$571 +1 +0.2%
Fulton Bank
1171
Fulton Bank
Pennsylvania
$300K +$304K +532 New
AssetMark Inc
1172
AssetMark Inc
California
$296K +$36.5K +64 +14%
ACA
1173
Atlas Capital Advisors
Wyoming
$295K -$13.7K -24 -4%
AO
1174
Advisor OS
Illinois
$295K -$248K -434 -45%
CBT
1175
Capital Bank & Trust
California
$294K +$297K +521 New