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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SMC
1251
Smith, Moore & Co
Missouri
$502K -$4.89K -7 -0.9%
TCPWM
1252
Traverso Chambers Private Wealth Management
California
$502K +$14K +20 +3%
SAM
1253
Smithbridge Asset Management
Pennsylvania
$498K
LA
1254
Legacy Advisors
Pennsylvania
$495K +$15.4K +22 +3%
NP
1255
NorthRock Partners
Minnesota
$494K +$76.8K +110 +17%
CFSG
1256
Community Financial Services Group
Vermont
$493K +$532K +762 New
AWA
1257
Amplius Wealth Advisors
Pennsylvania
$492K
WAP
1258
Wealthcare Advisory Partners
Pennsylvania
$490K -$99.9K -143 -16%
AAIS
1259
ABN AMRO Investment Solutions
$489K +$129K +184 +32%
Dodge & Cox
1260
Dodge & Cox
California
$485K
HFAS
1261
Hummer Financial Advisory Services
Illinois
$485K
PPWM
1262
Paragon Private Wealth Management
Kentucky
$485K +$10.5K +15 +2%
GWS
1263
Glassman Wealth Services
Virginia
$485K +$147K +210 +39%
SFFS
1264
Stonehage Fleming Financial Services
Jersey
$485K +$349K +500 +200%
BCM
1265
Brookstone Capital Management
Illinois
$484K +$37K +53 +7%
LGA
1266
Lebenthal Global Advisors
New York
$481K +$31.4K +45 +6%
CA
1267
Crumly & Associates
Illinois
$481K -$4.89K -7 -0.9%
EFG
1268
Ethos Financial Group
Pennsylvania
$480K +$206K +295 +66%
SVWAG
1269
Sound View Wealth Advisors Group
Georgia
$477K +$2.79K +4 +0.5%
PA
1270
Probity Advisors
Texas
$476K -$25.1K -36 -5%
EGA
1271
E&G Advisors
Texas
$475K
BWM
1272
Buckley Wealth Management
Nevada
$473K -$146K -209 -22%
BCM
1273
Boltwood Capital Management
California
$469K +$5.59K +8 +1%
NHT
1274
New Hampshire Trust
New Hampshire
$469K +$6.99K +10 +1%
IF
1275
Intrua Financial
Texas
$468K -$26.5K -38 -5%