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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HWMG
1326
Hurlow Wealth Management Group
Indiana
$423K
KAM
1327
Knightsbridge Asset Management
California
$418K +$184K +205 +70%
SWA
1328
Sutton Wealth Advisors
Florida
$415K +$896 +1 +0.2%
CFG
1329
Cooper Financial Group
California
$414K +$12.5K +14 +3%
CWM
1330
Calamos Wealth Management
Illinois
$413K
WAP
1331
Wealthcare Advisory Partners
Pennsylvania
$413K +$55.6K +62 +14%
JWM
1332
Jackson Wealth Management
Florida
$412K +$1.75M +1,957 +21%
JSC
1333
Jackson Square Capital
California
$411K
BWAM
1334
Boyd Watterson Asset Management
Ohio
$409K
AIM
1335
Alhambra Investment Management
Florida
$407K
CFN
1336
Cordasco Financial Network
Florida
$407K +$8.96K +10 +2%
KTC
1337
Kistler-Tiffany Companies
Pennsylvania
$404K +$9.86K +11 +2%
HPWM
1338
Highland Private Wealth Management
Washington
$403K -$21.5K -24 -5%
ATWA
1339
Arbor Trust Wealth Advisors
Michigan
$403K +$4.48K +5 +1%
TH
1340
TCTC Holdings
Texas
$403K +$134K +150 +45%
1IA
1341
1834 Investment Advisors
Wisconsin
$402K
PAM
1342
Peak Asset Management
Colorado
$401K
GG
1343
Gleason Group
Kentucky
$399K +$2.69K +3 +0.6%
BCAM
1344
Boston Common Asset Management
Massachusetts
$399K +$8.96K +10 +2%
JIC
1345
Joel Isaacson & Co
New York
$398K
FFG
1346
Frisch Financial Group
New York
$393K +$49.3K +55 +13%
SAS
1347
Stelac Advisory Services
New York
$392K -$543K -606 -56%
4WM
1348
44 Wealth Management
Oregon
$386K -$25.1K -28 -6%
GL
1349
Graypoint LLC
New York
$386K +$26K +29 +7%
PWA
1350
Phoenix Wealth Advisors
North Carolina
$385K +$4.48K +5 +1%