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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GG
1176
Gleason Group
Kentucky
$252K +$1.51K +3 +0.7%
AssetMark Inc
1177
AssetMark Inc
California
$251K -$1.12M -2,222 -83%
IWA
1178
Intercontinental Wealth Advisors
Texas
$250K – – –
TSWM
1179
Triangle Securities Wealth Management
North Carolina
$249K -$18.2K -36 -7%
TCOT
1180
Trust Company of Toledo
Ohio
$249K – – –
WP
1181
WMS Partners
Maryland
$249K – – –
FHA
1182
First Horizon Advisors
Tennessee
$248K -$9.59K -19 -4%
IBOK
1183
Independence Bank of Kentucky
Kentucky
$245K -$7.57K -15 -3%
CIM
1184
Contravisory Investment Management
Massachusetts
$245K +$225K +445 New
CCM
1185
Coldstream Capital Management
Washington
$245K +$228K +451 New
WSC
1186
Wellington Shields & Co
New York
$244K -$37.9K -75 -14%
TFA
1187
Transamerica Financial Advisors
Florida
$244K +$226K +448 New
PAM
1188
Peak Asset Management
Colorado
$243K +$225K +446 New
TBA
1189
Tower Bridge Advisors
Pennsylvania
$239K +$222K +440 New
AIL
1190
AGF Investments LLC
Ontario, Canada
$239K -$20.7K -41 -9%
CPIG
1191
Chicago Partners Investment Group
Illinois
$239K -$19.7K -39 -9%
SSA
1192
Schonfeld Strategic Advisors
New York
$239K +$222K +440 New
MIM
1193
Moseley Investment Management
Florida
$238K +$221K +437 New
CAM
1194
Carret Asset Management
New York
$237K +$220K +435 New
TAM
1195
Tocqueville Asset Management
New York
$237K +$220K +435 New
IWM
1196
IHT Wealth Management
Illinois
$237K +$220K +436 New
CFG
1197
Cooper Financial Group
California
$236K +$219K +433 New
POIA
1198
Pin Oak Investment Advisors
Texas
$235K – – –
LOPW
1199
Live Oak Private Wealth
North Carolina
$235K +$218K +432 New
AW
1200
Alpha Windward
Massachusetts
$234K -$13.1K -26 -6%