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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WAP
1251
Wealthcare Advisory Partners
Pennsylvania
$611K +$39.8K +51 +7%
BIA
1252
BHK Investment Advisors
Alabama
$607K
NBT
1253
Northwest Bank & Trust
Iowa
$606K -$42.9K -55 -7%
BFO
1254
Biltmore Family Office
North Carolina
$605K +$268K +343 +81%
LWCFA
1255
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$604K +$204K +261 +57%
SWM
1256
SeaCrest Wealth Management
New York
$604K -$10.9K -14 -2%
OC
1257
Oakworth Capital
Alabama
$603K +$3.12K +4 +0.5%
EA
1258
Everpar Advisors
Oklahoma
$603K +$59.3K +76 +11%
WC
1259
Waterloo Capital
Texas
$602K +$33.5K +43 +6%
MA
1260
Montag & Associates
Georgia
$602K -$2.44M -3,125 -80%
PCS
1261
Personal CFO Solutions
New Jersey
$600K -$89.7K -115 -13%
PWMG
1262
Prestige Wealth Management Group
New Jersey
$598K +$245K +314 +70%
IAIM
1263
International Assets Investment Management
Florida
$597K -$90.5K -116 -13%
BCM
1264
Brookstone Capital Management
Illinois
$596K +$97.5K +125 +21%
GC
1265
Gratus Capital
Georgia
$596K +$97.5K +125 +20%
WA
1266
Wambolt & Associates
Colorado
$595K -$168K -215 -22%
AC
1267
Avestar Capital
New York
$591K +$162K +208 +38%
HFAS
1268
Hummer Financial Advisory Services
Illinois
$590K -$19.5K -25 -3%
Dodge & Cox
1269
Dodge & Cox
California
$590K
BHBT
1270
Burke & Herbert Bank & Trust
Virginia
$589K -$780 -1 -0.1%
AWM
1271
Angeles Wealth Management
California
$589K +$125K +160 +27%
IF
1272
Intrua Financial
Texas
$588K
AWA
1273
Aaron Wealth Advisors
Illinois
$587K -$59.3K -76 -9%
PP
1274
PDS Planning
Ohio
$587K +$127K +163 +28%
GWM
1275
Glass Wealth Management
Texas
$587K -$3.9K -5 -0.7%