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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BIP
1301
Blueprint Investment Partners
North Carolina
$441K -$95.4K -113 -18%
HWMG
1302
Hurlow Wealth Management Group
Indiana
$441K -$6.76K -8 -2%
HPWM
1303
Highland Private Wealth Management
Washington
$440K +$6.76K +8 +2%
WG
1304
Welch Group
Alabama
$436K +$42.2K +50 +11%
SWA
1305
Sutton Wealth Advisors
Florida
$432K
CWM
1306
Calamos Wealth Management
Illinois
$431K +$416K +493 New
AssetMark Inc
1307
AssetMark Inc
California
$430K -$7.6K -9 -2%
ESCM
1308
Echo Street Capital Management
New York
$430K +$416K +492 New
CIM
1309
Contravisory Investment Management
Massachusetts
$429K -$10.1K -12 -2%
JSC
1310
Jackson Square Capital
California
$429K
NNP
1311
Nachman Norwood & Parrott
South Carolina
$428K +$11.8K +14 +3%
4WM
1312
44 Wealth Management
Oregon
$427K -$13.5K -16 -3%
BWAM
1313
Boyd Watterson Asset Management
Ohio
$427K +$7.6K +9 +2%
AWA
1314
Arete Wealth Advisors
Illinois
$426K +$39.7K +47 +9%
AIM
1315
Alhambra Investment Management
Florida
$424K +$26.2K +31 +7%
FB
1316
Fulton Bank
Pennsylvania
$422K -$29.6K -35 -7%
CFG
1317
Cooper Financial Group
California
$420K +$15.2K +18 +4%
1IA
1318
1834 Investment Advisors
Wisconsin
$419K
DFCM
1319
Dark Forest Capital Management
Puerto Rico
$419K +$405K +479 New
PAM
1320
Peak Asset Management
Colorado
$418K
SSA
1321
Schonfeld Strategic Advisors
New York
$418K +$404K +478 New
CFN
1322
Cordasco Financial Network
Florida
$416K -$36.3K -43 -8%
ATWA
1323
Arbor Trust Wealth Advisors
Michigan
$416K -$4.22K -5 -1%
JIC
1324
Joel Isaacson & Co
New York
$416K
GG
1325
Gleason Group
Kentucky
$415K +$1.69K +2 +0.4%