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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1251
Allen Investment Management
New York
$605K +$30K +43 +6%
EP
1252
Edgestream Partners
New Jersey
$604K -$2.87M -4,110 -85%
WMA
1253
West Michigan Advisors
Michigan
$603K -$57.9K -83 -10%
SPL
1254
Smart Portfolios LLC
Washington
$597K +$520K +745 New
EGA
1255
E&G Advisors
Texas
$596K
LA
1256
Legacy Advisors
Pennsylvania
$595K -$23K -33 -4%
Verition Fund Management
1257
Verition Fund Management
Connecticut
$591K -$1.42M -2,035 -74%
GWS
1258
Glassman Wealth Services
Virginia
$589K -$16.8K -24 -3%
NHT
1259
New Hampshire Trust
New Hampshire
$589K
PWP
1260
Phillips Wealth Planners
Mississippi
$588K -$148K -212 -22%
WAP
1261
Wealthcare Advisory Partners
Pennsylvania
$584K -$27.2K -39 -5%
LI
1262
LMCG Investments
Massachusetts
$582K -$47.5K -68 -9%
ZF
1263
Zhang Financial
Michigan
$578K
CA
1264
Claro Advisors
Massachusetts
$575K -$132K -189 -21%
AAIS
1265
ABN AMRO Investment Solutions
$574K -$34.2K -49 -6%
EA
1266
Everpar Advisors
Oklahoma
$574K +$494K +707 New
EFL
1267
ERn Financial LLC
Wisconsin
$573K -$122K -175 -20%
BAWM
1268
Bennett Associates Wealth Management
Pennsylvania
$573K +$493K +706 New
GM
1269
GeoWealth Management
Illinois
$573K +$494K +707 New
PIA
1270
Powell Investment Advisors
Florida
$572K
PA
1271
Probity Advisors
Texas
$567K -$26.5K -38 -5%
DWG
1272
Darden Wealth Group
Michigan
$567K +$487K +698 New
SB
1273
Simmons Bank
Arkansas
$564K -$10.5K -15 -2%
EFS
1274
Essex Financial Services
Connecticut
$563K +$6.98K +10 +1%
RIA
1275
Realta Investment Advisors
Delaware
$562K +$235K +336 +94%