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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1176
Wealth Alliance
New York
$483K +$26.2K +40 +5%
CAL
1177
Capital Advisors Ltd
Ohio
$483K +$30.1K +46 +6%
EA
1178
Emerald Advisors
Washington
$481K +$24.9K +38 +5%
FFA
1179
Founders Financial Alliance
North Carolina
$481K +$68.7K +105 +14%
IA
1180
Insight Advisors
Pennsylvania
$480K -$486K -743 -46%
CWP
1181
CFM Wealth Partners
Texas
$480K +$124K +190 +28%
Diversified Trust
1182
Diversified Trust
Tennessee
$479K -$259K -395 -31%
MC
1183
Middleton & Co
Massachusetts
$477K -$1.03M -1,578 -65%
RGC
1184
Roberts, Glore & Co
Illinois
$475K +$6.55K +10 +1%
Boston Trust Walden
1185
Boston Trust Walden
Massachusetts
$474K – – –
First Manhattan
1186
First Manhattan
New York
$473K – – –
JWBC
1187
J.W. Burns & Co
New York
$473K – – –
DCM
1188
Dupont Capital Management
Delaware
$473K +$198K +303 +54%
RWA
1189
Ropes Wealth Advisors
Massachusetts
$470K +$43.2K +66 +8%
PFGIA
1190
Patriot Financial Group Insurance Agency
Massachusetts
$470K +$179K +274 +47%
LWM
1191
Laidlaw Wealth Management
New York
$469K +$41.2K +63 +8%
FWP
1192
FAS Wealth Partners
Kansas
$464K -$655 -1 -0.1%
S
1193
Seeyond
France
$463K -$19.6K -30 -3%
FMB
1194
Field & Main Bank
Kentucky
$462K +$13.1K +20 +2%
RCM
1195
Raleigh Capital Management
North Carolina
$462K +$43.2K +66 +9%
IAIM
1196
International Assets Investment Management
Florida
$458K +$50.4K +77 +10%
CA
1197
Crumly & Associates
Illinois
$453K +$142K +217 +36%
Brighton Jones LLC
1198
Brighton Jones LLC
Washington
$452K -$24.2K -37 -4%
ECM
1199
Ensemble Capital Management
California
$452K – – –
LSPW
1200
Lake Street Private Wealth
Illinois
$451K -$3.93K -6 -0.7%