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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1201
Strategy Asset Managers
California
$597K +$16.4K +19 +3%
NAG
1202
Northstar Advisory Group
New Jersey
$595K -$2.6K -3 -0.5%
DWG
1203
Darden Wealth Group
Michigan
$595K – – –
VCM
1204
Virtue Capital Management
Tennessee
$592K -$47.6K -55 -8%
KCIC
1205
Kuhn & Co Investment Counsel
Illinois
$586K – – –
Diversify Advisory Services
1206
Diversify Advisory Services
Utah
$585K +$15.6K +18 +3%
AWM
1207
Aberdeen Wealth Management
Illinois
$581K – – –
UAML
1208
US Asset Management LLC
Pennsylvania
$581K -$2.6K -3 -0.5%
SA
1209
SRN Advisors
Pennsylvania
$580K -$1.34M -1,544 -72%
CCT
1210
Chemung Canal Trust
New York
$574K -$14.7K -17 -3%
WHCI
1211
W.H. Cornerstone Investments
Massachusetts
$574K -$21.6K -25 -4%
RIA
1212
Regal Investment Advisors
Michigan
$574K -$865 -1 -0.2%
BAWM
1213
Bennett Associates Wealth Management
Pennsylvania
$574K -$38.1K -44 -7%
WBG
1214
Wharton Business Group
Pennsylvania
$573K – – –
Congress Wealth Management
1215
Congress Wealth Management
Massachusetts
$573K +$138K +160 +36%
LWMM
1216
Legacy Wealth Management (Mississippi)
Mississippi
$573K +$89.1K +103 +21%
BAM
1217
Bosun Asset Management
Illinois
$572K – – –
BOPW
1218
Brandywine Oak Private Wealth
Pennsylvania
$571K – – –
CCP
1219
Carmel Capital Partners
California
$559K +$26K +30 +5%
FMTC
1220
Farmers & Merchants Trust Company
California
$558K -$865 -1 -0.2%
SAM
1221
Seelaus Asset Management
New Jersey
$557K – – –
TA
1222
TFG Advisers
Michigan
$557K -$19K -22 -4%
HIC
1223
Holderness Investments Company
North Carolina
$554K – – –
PCG
1224
Prosperity Consulting Group
Maryland
$552K -$212K -245 -30%
NSIM
1225
North Star Investment Management
Illinois
$549K -$446K -515 -47%