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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1326
Palumbo Wealth Management
New York
$322K +$296K +446 New
JIC
1327
Joel Isaacson & Co
New York
$321K +$4.64K +7 +2%
MCWS
1328
McKinley Carter Wealth Services
West Virginia
$317K -$323K -487 -53%
CA
1329
Calton & Associates
Florida
$315K +$17.9K +27 +7%
CAM
1330
Carret Asset Management
New York
$314K – – –
BCM
1331
BTR Capital Management
California
$314K +$37.8K +57 +15%
Wolverine Trading
1332
Wolverine Trading
Illinois
$313K -$1.29M -1,938 -81%
BCAM
1333
Boston Common Asset Management
Massachusetts
$313K +$288K +434 New
POIA
1334
Pin Oak Investment Advisors
Texas
$312K – – –
IBOK
1335
Independence Bank of Kentucky
Kentucky
$311K -$13.9K -21 -5%
TA
1336
TFG Advisers
Michigan
$310K +$40.5K +61 +16%
PCG
1337
Private Capital Group
Connecticut
$307K -$4.64K -7 -2%
SDAM
1338
Shulman DeMeo Asset Management
New York
$307K +$282K +425 New
MWPCG
1339
Measured Wealth Private Client Group
New Hampshire
$306K -$6.63K -10 -2%
SL
1340
Stevard LLC
Illinois
$302K -$260K -392 -48%
TCM
1341
Teza Capital Management
Illinois
$302K +$277K +418 New
ECG
1342
Edge Capital Group
Georgia
$302K +$278K +419 New
Crestwood Advisors Group
1343
Crestwood Advisors Group
Massachusetts
$300K +$13.3K +20 +5%
First Horizon Advisors
1344
First Horizon Advisors
Tennessee
$299K -$31.8K -48 -10%
ACM
1345
Allred Capital Management
Texas
$294K – – –
HWA
1346
HCR Wealth Advisors
California
$294K +$271K +408 New
T
1347
TRUADVICE
Florida
$294K +$280K +422 New
ESCM
1348
Echo Street Capital Management
New York
$293K +$269K +406 New
VWA
1349
Visionary Wealth Advisors
Illinois
$291K -$4.64K -7 -2%
HCP
1350
Hexagon Capital Partners
Arkansas
$290K – – –