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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CIM
1201
Contravisory Investment Management
Massachusetts
$271K +$20.5K +36 +8%
BBA
1202
Braun-Bostich & Associates
Pennsylvania
$270K -$272K -477 -50%
BWAM
1203
Boyd Watterson Asset Management
Ohio
$270K -$32K -56 -10%
Chicago Partners Investment Group
1204
Chicago Partners Investment Group
Illinois
$270K +$8.56K +15 +4%
KTC
1205
Kistler-Tiffany Companies
Pennsylvania
$270K +$144K +252 +111%
NNP
1206
Nachman Norwood & Parrott
South Carolina
$267K -$4.56K -8 -2%
Northeast Financial Consultants
1207
Northeast Financial Consultants
Connecticut
$267K +$5.71K +10 +2%
GG
1208
Gleason Group
Kentucky
$263K +$1.71K +3 +0.6%
First Horizon Advisors
1209
First Horizon Advisors
Tennessee
$262K +$4.56K +8 +2%
ECM
1210
EagleClaw Capital Management
Massachusetts
$261K – – –
TIA
1211
Tiemann Investment Advisors
California
$261K +$25.7K +45 +11%
RCG
1212
Rock Creek Group
District of Columbia
$260K -$3.99K -7 -1%
W
1213
WealthStone
Ohio
$260K +$26.8K +47 +11%
WF
1214
WoodTrust Financial
Wisconsin
$260K +$28K +49 +12%
SteelPeak Wealth
1215
SteelPeak Wealth
California
$259K +$262K +459 New
HWMG
1216
Hurlow Wealth Management Group
Indiana
$258K – – –
WP
1217
WMS Partners
Maryland
$258K – – –
CFG
1218
Cooper Financial Group
California
$257K +$12.6K +22 +5%
PFBT
1219
Parkside Financial Bank & Trust
Missouri
$256K -$148K -259 -36%
Integrated Wealth Concepts
1220
Integrated Wealth Concepts
Massachusetts
$256K +$43.9K +77 +20%
IBOK
1221
Independence Bank of Kentucky
Kentucky
$255K +$1.14K +2 +0.4%
Miracle Mile Advisors
1222
Miracle Mile Advisors
California
$254K +$257K +450 New
RHBC
1223
R.H. Bluestein & Co
Michigan
$254K +$257K +450 New
TBA
1224
Tower Bridge Advisors
Pennsylvania
$252K +$4.56K +8 +2%
TSWM
1225
Triangle Securities Wealth Management
North Carolina
$252K -$5.71K -10 -2%