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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BP
1151
BBR Partners
New York
$906K -$114K -112 -11%
LWAM
1152
Legacy Wealth Asset Management
Minnesota
$904K +$895K +882 New
BONST
1153
Bank of Nova Scotia Trust
Ontario, Canada
$902K
LAS
1154
LWM Advisory Services
Florida
$898K -$23.3K -23 -3%
NCFG
1155
New Century Financial Group
New Jersey
$895K -$178K -175 -17%
MCM
1156
Manchester Capital Management
Vermont
$895K -$719K -708 -45%
CAC
1157
Core Alternative Capital
Georgia
$892K +$21.3K +21 +2%
RCM
1158
Raleigh Capital Management
North Carolina
$890K -$44.7K -44 -5%
BFPW
1159
BOK Financial Private Wealth
Colorado
$888K -$32.5K -32 -4%
GM
1160
GeoWealth Management
Illinois
$883K +$874K +861 New
LA
1161
LM Advisors
California
$879K -$272K -268 -24%
TPW
1162
Transatlantique Private Wealth
New York
$877K -$14.2K -14 -2%
Empower Advisory Group
1163
Empower Advisory Group
Colorado
$877K +$122K +120 +16%
CA
1164
Crumly & Associates
Illinois
$872K +$22.3K +22 +3%
SC
1165
Skylands Capital
Wisconsin
$871K -$355K -350 -29%
OKSA
1166
O'Keefe Stevens Advisory
New York
$869K +$221K +218 +35%
BCM
1167
Boltwood Capital Management
California
$866K +$63.9K +63 +8%
SSA
1168
Sierra Summit Advisors
Nevada
$866K +$179K +176 +26%
FFO
1169
Fortitude Family Office
Arizona
$865K +$2.03K +2 +0.2%
JWBC
1170
J.W. Burns & Co
New York
$861K
RWM
1171
Rockline Wealth Management
New York
$859K
RZH
1172
Relyea Zuckerberg Hanson
Connecticut
$859K +$456K +449 +115%
CFP
1173
Catalyst Financial Partners
Massachusetts
$854K -$18.3K -18 -2%
WJWM
1174
Williams Jones Wealth Management
New York
$853K -$69K -68 -8%
SPL
1175
Smart Portfolios LLC
Washington
$852K -$32.5K -32 -4%