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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TIMH
1251
Tilt Investment Management Holdings
New York
$504K – – –
SMC
1252
Smith, Moore & Co
Missouri
$502K -$4.89K -7 -0.9%
TCPWM
1253
Traverso Chambers Private Wealth Management
California
$502K +$14K +20 +3%
SAM
1254
Smithbridge Asset Management
Pennsylvania
$498K – – –
LA
1255
Legacy Advisors
Pennsylvania
$495K +$15.4K +22 +3%
NorthRock Partners
1256
NorthRock Partners
Minnesota
$494K +$76.8K +110 +17%
CFSG
1257
Community Financial Services Group
Vermont
$493K +$532K +762 New
AWA
1258
Amplius Wealth Advisors
Pennsylvania
$492K – – –
WAP
1259
Wealthcare Advisory Partners
Pennsylvania
$490K -$99.9K -143 -16%
ABN AMRO Investment Solutions
1260
ABN AMRO Investment Solutions
$489K +$129K +184 +32%
Dodge & Cox
1261
Dodge & Cox
California
$485K – – –
HFAS
1262
Hummer Financial Advisory Services
Illinois
$485K – – –
PPWM
1263
Paragon Private Wealth Management
Kentucky
$485K +$10.5K +15 +2%
GWS
1264
Glassman Wealth Services
Virginia
$485K +$147K +210 +39%
Stonehage Fleming Financial Services
1265
Stonehage Fleming Financial Services
Jersey
$485K +$349K +500 +200%
Brookstone Capital Management
1266
Brookstone Capital Management
Illinois
$484K +$37K +53 +7%
LGA
1267
Lebenthal Global Advisors
New York
$481K +$31.4K +45 +6%
CA
1268
Crumly & Associates
Illinois
$481K -$4.89K -7 -0.9%
EFG
1269
Ethos Financial Group
Pennsylvania
$480K +$206K +295 +66%
SVWAG
1270
Sound View Wealth Advisors Group
Georgia
$477K +$2.79K +4 +0.5%
PA
1271
Probity Advisors
Texas
$476K -$25.1K -36 -5%
EGA
1272
E&G Advisors
Texas
$475K – – –
BWM
1273
Buckley Wealth Management
Nevada
$473K -$146K -209 -22%
BCM
1274
Boltwood Capital Management
California
$469K +$5.59K +8 +1%
NHT
1275
New Hampshire Trust
New Hampshire
$469K +$6.99K +10 +1%