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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MW
1326
Marcum Wealth
Ohio
$540K -$45.6K -50 -8%
GM
1327
GeoWealth Management
Illinois
$540K +$5.47K +6 +1%
GL
1328
Graypoint LLC
New York
$539K +$117K +128 +28%
LWAC
1329
Laurel Wealth Advisors (California)
California
$539K +$537K +588 New
JCM
1330
Jacobi Capital Management
Pennsylvania
$538K +$73K +80 +16%
TC
1331
TownSquare Capital
Utah
$537K +$172K +188 +47%
NHC
1332
Nicholas Hoffman & Company
Georgia
$527K -$19.2K -21 -4%
CWP
1333
Concord Wealth Partners
Virginia
$527K +$256K +280 +95%
CI
1334
CPR Investments
Michigan
$524K +$522K +572 New
CPSAC
1335
Chas P. Smith & Associates (CPS)
Florida
$519K +$1.82K +2 +0.4%
HPWM
1336
Highland Private Wealth Management
Washington
$516K +$76.7K +84 +18%
DG
1337
DMC Group
Alabama
$516K +$599K +656 New
CIM
1338
Contravisory Investment Management
Massachusetts
$515K +$52K +57 +11%
IFWM
1339
Institute for Wealth Management
Colorado
$514K
PCP
1340
Proficio Capital Partners
Massachusetts
$512K +$17.3K +19 +4%
WPC
1341
Wedmont Private Capital
Pennsylvania
$511K +$537K +589 New
CRCM
1342
Corbett Road Capital Management
Virginia
$507K -$52K -57 -9%
FDCC
1343
Foster Dykema Cabot & Co
Massachusetts
$505K -$11.9K -13 -2%
Holocene Advisors
1344
Holocene Advisors
New York
$505K +$504K +552 New
PAMG
1345
Patton Albertson Miller Group
Tennessee
$504K -$4.56K -5 -0.9%
RCM
1346
Raleigh Capital Management
North Carolina
$503K +$502K +550 New
ACA
1347
Aptus Capital Advisors
Alabama
$502K -$4.5M -4,933 -90%
UAML
1348
US Asset Management LLC
Pennsylvania
$501K -$913 -1 -0.2%
TAM
1349
Todd Asset Management
Kentucky
$500K
IDBONY
1350
Israel Discount Bank of New York
New York
$496K +$16.4K +18 +3%