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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
OC
1226
Oakworth Capital
Alabama
$478K – – –
QT
1227
Quantamental Technologies
New York
$477K -$165K -254 -24%
RCM
1228
Raleigh Capital Management
North Carolina
$474K +$48.2K +74 +11%
SS
1229
Sunbelt Securities
Texas
$471K -$13K -20 -3%
FFA
1230
Founders Financial Alliance
North Carolina
$469K -$3.91K -6 -0.8%
PCS
1231
Personal CFO Solutions
New Jersey
$468K +$131K +201 +35%
PIP
1232
Peachtree Investment Partners
Florida
$467K -$163K -250 -25%
BPWM
1233
Badgley Phelps Wealth Managers
Washington
$467K +$651 +1 +0.1%
IBOK
1234
Independence Bank of Kentucky
Kentucky
$467K +$32.6K +50 +7%
HFAS
1235
Hummer Financial Advisory Services
Illinois
$466K – – –
GL
1236
Graypoint LLC
New York
$466K +$172K +264 +53%
GWM
1237
Gray Wealth Management
Maine
$463K +$22.8K +35 +5%
IF
1238
Intrua Financial
Texas
$461K -$30K -46 -6%
IAIM
1239
International Assets Investment Management
Florida
$460K +$35.8K +55 +8%
OCG
1240
Opus Capital Group
Ohio
$458K +$39.7K +61 +9%
GA
1241
GoalVest Advisory
New York
$457K -$2.6K -4 -0.5%
AIM
1242
Allen Investment Management
New York
$457K – – –
Dodge & Cox
1243
Dodge & Cox
California
$457K – – –
LWCFA
1244
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$457K +$17.6K +27 +4%
WSCM
1245
Wellington Shields Capital Management
New York
$456K -$1.55M -2,381 -76%
EP
1246
Edgestream Partners
New Jersey
$456K -$877K -1,347 -64%
AWA
1247
Amplius Wealth Advisors
Pennsylvania
$456K -$17.6K -27 -3%
FWM
1248
Frontier Wealth Management
Missouri
$454K -$93.8K -144 -16%
RGF
1249
Retirement Guys Formula
Ohio
$454K +$126K +193 +35%
PIM
1250
Perpetual Investment Management
Australia
$454K +$195K +300 +67%