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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Lincoln National Corp
1176
Lincoln National Corp
Pennsylvania
$293K +$11.4K +20 +4%
LWM
1177
Laidlaw Wealth Management
New York
$292K +$10.3K +18 +4%
PIP
1178
Peachtree Investment Partners
Florida
$291K +$571 +1 +0.2%
CFN
1179
Cordasco Financial Network
Florida
$290K +$7.99K +14 +3%
TCOT
1180
Trust Company of Toledo
Ohio
$290K +$33.7K +59 +13%
IC
1181
Intersect Capital
California
$289K +$18.3K +32 +7%
AI
1182
Atom Investors
Texas
$288K -$587K -1,029 -67%
MFG
1183
Menard Financial Group
Texas
$288K -$12K -21 -4%
CL
1184
CPWM LLC
Washington
$288K -$1.14K -2 -0.4%
GWS
1185
Glassman Wealth Services
Virginia
$288K +$13.1K +23 +5%
WSC
1186
Wellington Shields & Co
New York
$287K +$35.4K +62 +14%
BAM
1187
Berkshire Asset Management
Pennsylvania
$285K -$112K -196 -28%
MGWM
1188
Marks Group Wealth Management
Minnesota
$283K +$3.42K +6 +1%
RFO
1189
RiverGlades Family Offices
Florida
$282K – – –
CF
1190
Centaurus Financial
California
$282K +$285K +500 New
Coldstream Capital Management
1191
Coldstream Capital Management
Washington
$281K +$26.8K +47 +10%
PCP
1192
Proficio Capital Partners
Massachusetts
$280K -$1.14K -2 -0.4%
Brighton Jones LLC
1193
Brighton Jones LLC
Washington
$279K +$10.8K +19 +4%
Loring Wolcott & Coolidge Fiduciary Advisors
1194
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$277K – – –
QSS
1195
Quantitative Systematic Strategies
Florida
$276K +$280K +490 New
GM
1196
GeoWealth Management
Illinois
$275K -$28.5K -50 -9%
SWA
1197
Sutton Wealth Advisors
Florida
$274K – – –
HPWM
1198
Highland Private Wealth Management
Washington
$274K -$3.99K -7 -1%
Circle Wealth Management
1199
Circle Wealth Management
New Jersey
$273K +$1.14K +2 +0.4%
BST
1200
Bath Savings Trust
Maine
$271K – – –