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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1151
Meridian Wealth Management
Kentucky
$601K +$95K +131 +20%
BJL
1152
Brighton Jones LLC
Washington
$598K +$101K +139 +21%
SBSB
1153
Sullivan, Bruyette, Speros & Blaney
Virginia
$597K -$20.3K -28 -3%
MWA
1154
Meridian Wealth Advisors
Texas
$596K -$32.6K -45 -5%
SFA
1155
Sequoia Financial Advisors
Ohio
$596K -$13.8K -19 -2%
CPO
1156
Cerity Partners OCIO
New York
$595K +$56.6K +78 +11%
BPB
1157
Badgley, Phelps & Bell
Washington
$592K
PWP
1158
Principle Wealth Partners
Connecticut
$590K +$6.53K +9 +1%
AIC
1159
Ameritas Investment Company
Nebraska
$589K +$39.9K +55 +8%
SAM
1160
Smithbridge Asset Management
Pennsylvania
$588K
HCP
1161
Holt Capital Partners
Texas
$588K +$36.3K +50 +7%
EFS
1162
Essex Financial Services
Connecticut
$579K -$9.43K -13 -2%
FCFC
1163
First Commonwealth Financial Corp
Pennsylvania
$579K +$96.5K +133 +21%
HFAS
1164
Hummer Financial Advisory Services
Illinois
$577K +$18.1K +25 +3%
FWM
1165
Frontier Wealth Management
Missouri
$577K +$71.1K +98 +15%
EI
1166
Ethic Inc
New York
$575K -$87K -120 -14%
RIA
1167
Realta Investment Advisors
Delaware
$575K -$13.8K -19 -2%
LWCFA
1168
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$575K +$62.4K +86 +13%
SS
1169
Simplicity Solutions
Minnesota
$575K +$188K +259 +51%
FMB
1170
Field & Main Bank
Kentucky
$574K +$32.6K +45 +6%
AFWM
1171
AMJ Financial Wealth Management
Virginia
$573K +$112K +154 +25%
ECM
1172
Ensemble Capital Management
California
$572K -$27.6K -38 -5%
RW
1173
Rede Wealth
Virginia
$569K +$31.9K +44 +6%
Dodge & Cox
1174
Dodge & Cox
California
$565K
LNC
1175
Lincoln National Corp
Pennsylvania
$564K +$12.3K +17 +2%