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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1276
SeaCrest Wealth Management
New York
$496K +$2.11K +3 +0.4%
RCM
1277
Radnor Capital Management
Pennsylvania
$496K
SVWAG
1278
Sound View Wealth Advisors Group
Georgia
$495K -$375K -532 -42%
IIC
1279
Ironwood Investment Counsel
Arizona
$495K +$212K +301 +69%
WMA
1280
West Michigan Advisors
Michigan
$494K +$520K +738 New
EWA
1281
EP Wealth Advisors
California
$493K -$49.8M -70,735 -100%
BAM
1282
Bosun Asset Management
Illinois
$492K +$10.6K +15 +2%
PIA
1283
Powell Investment Advisors
Florida
$491K -$4.23K -6 -0.8%
EGA
1284
E&G Advisors
Texas
$491K
CAC
1285
Core Alternative Capital
Georgia
$488K -$683K -970 -57%
WA
1286
Wealth Alliance
New York
$484K -$179K -254 -26%
EFS
1287
Essex Financial Services
Connecticut
$479K -$9.16K -13 -2%
GWM
1288
Geneos Wealth Management
Colorado
$479K +$2.82K +4 +0.6%
NHT
1289
New Hampshire Trust
New Hampshire
$478K -$192K -272 -28%
BTWM
1290
Baker Tilly Wealth Management
Wisconsin
$476K -$4.23K -6 -0.8%
ZF
1291
Zhang Financial
Michigan
$475K -$35.9K -51 -7%
MWM
1292
Meridian Wealth Management
Kentucky
$475K -$95.8K -136 -16%
BCM
1293
Boltwood Capital Management
California
$473K -$12K -17 -2%
GAM
1294
Gemmer Asset Management
California
$472K +$3.52K +5 +0.7%
SS
1295
Sunbelt Securities
Texas
$472K -$63.4K -90 -11%
Point72 Asset Management
1296
Point72 Asset Management
Connecticut
$472K -$10.8M -15,316 -96%
AG
1297
Ascent Group
Virginia
$470K -$42.3K -60 -8%
AIM
1298
Allen Investment Management
New York
$470K
CA
1299
Cullinan Associates
Kentucky
$468K -$42.3K -60 -8%
ACM
1300
Aquatic Capital Management
Illinois
$468K +$493K +700 New