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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SVWAG
1201
Sound View Wealth Advisors Group
Georgia
$462K +$3.32K +5 +0.8%
MOS
1202
MGO One Seven
Ohio
$462K +$8.62K +13 +2%
CWAG
1203
Compton Wealth Advisory Group
Virginia
$462K +$424K +640 New
AP
1204
Americana Partners
Texas
$461K +$23.9K +36 +6%
PP
1205
Patron Partners
Texas
$460K +$423K +638 New
FCFC
1206
First Commonwealth Financial Corp
Pennsylvania
$458K +$421K +635 New
WCM
1207
Weik Capital Management
Pennsylvania
$455K
BTW
1208
Boston Trust Walden
Massachusetts
$451K
WSC
1209
Wellington Shields & Co
New York
$450K +$75.6K +114 +22%
LP
1210
LMR Partners
United Kingdom
$449K +$412K +622 New
PA
1211
Procyon Advisors
Connecticut
$447K +$37.1K +56 +10%
BBHC
1212
Brown Brothers Harriman & Co
New York
$447K +$42.4K +64 +12%
AssetMark Inc
1213
AssetMark Inc
California
$447K +$62.3K +94 +18%
FWP
1214
FAS Wealth Partners
Kansas
$444K +$1.33K +2 +0.3%
ZB
1215
Zions Bancorporation
Utah
$442K +$37.1K +56 +10%
ACM
1216
AlphaCrest Capital Management
New York
$440K -$987K -1,488 -71%
WBG
1217
Wharton Business Group
Pennsylvania
$439K
PTP
1218
Platform Technology Partners
New York
$437K -$10.6K -16 -3%
AFWM
1219
AMJ Financial Wealth Management
Virginia
$437K +$402K +606 New
HS
1220
Haafor (Singapore)
Singapore
$436K -$11.9K -18 -3%
KWMG
1221
King Wealth Management Group
Florida
$434K
IC
1222
Intersect Capital
California
$431K +$57K +86 +17%
BA
1223
Bellwether Advisors
Nebraska
$431K +$397K +598 New
FFN
1224
Focus Financial Network
Minnesota
$431K -$7.29K -11 -2%
OIA
1225
Optimum Investment Advisors
Illinois
$429K