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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HFAS
1226
Hummer Financial Advisory Services
Illinois
$421K – – –
PCS
1227
Personal CFO Solutions
New Jersey
$420K -$3.27K -5 -0.7%
WDC
1228
Woodward Diversified Capital
California
$419K -$55K -84 -10%
VAM
1229
Verity Asset Management
North Carolina
$418K +$497K +760 New
Independent Financial Group
1230
Independent Financial Group
California
$416K +$66.1K +101 +15%
BHB
1231
Bank Hapoalim BM
Israel
$415K -$696K -1,064 -58%
AWA
1232
Amplius Wealth Advisors
Pennsylvania
$415K +$3.93K +6 +0.8%
MAG
1233
MRA Advisory Group
New Jersey
$415K +$113K +172 +29%
BWM
1234
Buckley Wealth Management
Nevada
$414K -$126K -192 -20%
OCG
1235
Opus Capital Group
Ohio
$414K – – –
PHIC
1236
Pine Haven Investment Counsel
Massachusetts
$414K +$5.89K +9 +1%
AIM
1237
Allen Investment Management
New York
$413K – – –
Dodge & Cox
1238
Dodge & Cox
California
$413K – – –
BBNA
1239
Bremer Bank National Association
Minnesota
$412K -$97.5K -149 -17%
WSCM
1240
Wellington Shields Capital Management
New York
$412K – – –
SWM
1241
SeaCrest Wealth Management
New York
$412K +$71.3K +109 +17%
CSPIA
1242
Cary Street Partners Investment Advisory
Virginia
$412K +$77.9K +119 +19%
Badgley Phelps Wealth Managers
1243
Badgley Phelps Wealth Managers
Washington
$411K -$13.1K -20 -3%
GWS
1244
Glassman Wealth Services
Virginia
$411K +$4.58K +7 +0.9%
PIM
1245
Perpetual Investment Management
Australia
$410K – – –
ZF
1246
Zhang Financial
Michigan
$409K +$2.62K +4 +0.5%
RCM
1247
Radnor Capital Management
Pennsylvania
$408K – – –
Summit Trail Advisors
1248
Summit Trail Advisors
New York
$408K +$70.7K +108 +17%
CG
1249
Cutler Group
California
$407K +$229K +350 +90%
CB
1250
Community Bank
New York
$405K +$7.2K +11 +2%