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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PIM
1226
Perpetual Investment Management
Australia
$528K
CA
1227
Crumly & Associates
Illinois
$526K -$53.4K -80 -10%
PCS
1228
Personal CFO Solutions
New Jersey
$526K -$14K -21 -3%
PIA
1229
Powell Investment Advisors
Florida
$524K +$5.34K +8 +1%
SWM
1230
SeaCrest Wealth Management
New York
$524K -$6.01K -9 -1%
CSPIA
1231
Cary Street Partners Investment Advisory
Virginia
$523K -$8.01K -12 -2%
EGA
1232
E&G Advisors
Texas
$520K
DG
1233
DMC Group
Alabama
$519K +$95.5K +143 +24%
EFS
1234
Essex Financial Services
Connecticut
$516K -$55.4K -83 -10%
BCM
1235
Boltwood Capital Management
California
$513K +$668 +1 +0.1%
GWS
1236
Glassman Wealth Services
Virginia
$512K -$16.7K -25 -3%
IA
1237
Insight Advisors
Pennsylvania
$511K -$103K -154 -18%
BAM
1238
Bosun Asset Management
Illinois
$511K +$47.4K +71 +11%
GCAC
1239
Guardian Capital Advisors (Canada)
Ontario, Canada
$509K -$197K -295 -30%
TA
1240
TFG Advisers
Michigan
$508K -$8.01K -12 -2%
BTWM
1241
Baker Tilly Wealth Management
Wisconsin
$508K +$32.7K +49 +7%
LWAC
1242
Laurel Wealth Advisors (California)
California
$506K -$14K -21 -3%
GWM
1243
Geneos Wealth Management
Colorado
$504K +$40.1K +60 +9%
OCG
1244
Opus Capital Group
Ohio
$501K -$30.1K -45 -6%
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
1245
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$500K -$2.33M -3,485 -83%
SMC
1246
Smith, Moore & Co
Missouri
$499K +$98.8K +148 +27%
AIM
1247
Allen Investment Management
New York
$497K -$32.1K -48 -6%
FCH
1248
Freestone Capital Holdings
Washington
$497K -$57.4K -86 -11%
MAG
1249
MRA Advisory Group
New Jersey
$497K -$40.1K -60 -8%
KF
1250
Krilogy Financial
Missouri
$496K -$576K -863 -55%