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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WA1
1326
Wimmer Associates 1
California
$766K -$22.1K -21 -3%
MMA
1327
Miracle Mile Advisors
California
$764K +$45.2K +43 +6%
SPL
1328
Smart Portfolios LLC
Washington
$761K -$13.7K -13 -2%
CWM
1329
Circle Wealth Management
New Jersey
$759K +$609K +579 +276%
BWM
1330
Buckley Wealth Management
Nevada
$758K +$73.6K +70 +10%
HIIFS
1331
Harel Insurance Investments & Financial Services
Israel
$756K -$31.6K -30 -4%
CAM
1332
Columbia Asset Management
Michigan
$756K -$166K -158 -17%
AFM
1333
Aspetuck Financial Management
Connecticut
$756K
HFAS
1334
Hummer Financial Advisory Services
Illinois
$755K
BB
1335
Burford Brothers
Texas
$754K -$2.1K -2 -0.3%
CWS
1336
Cypress Wealth Services
California
$754K -$18.9K -18 -2%
CBA
1337
Coastal Bridge Advisors
Connecticut
$753K -$41K -39 -5%
GC
1338
Grimes & Company
Massachusetts
$751K -$116K -110 -12%
BAM
1339
Berkshire Asset Management
Pennsylvania
$747K +$50.5K +48 +7%
GWS
1340
Greykasell Wealth Strategies
California
$745K -$11.6K -11 -1%
G
1341
GenTrust
Florida
$735K +$340K +323 +73%
SCM
1342
Shelton Capital Management
Colorado
$735K -$23.1K -22 -3%
WHCI
1343
W.H. Cornerstone Investments
Massachusetts
$734K +$213K +202 +36%
OWP
1344
Obermeyer Wealth Partners
Colorado
$734K -$18.9K -18 -2%
FFG
1345
Fortem Financial Group
California
$734K +$149K +142 +23%
BFS
1346
BridgePort Financial Solutions
Iowa
$732K +$4.21K +4 +0.5%
SAM
1347
Sawgrass Asset Management
Florida
$730K -$75.8K -72 -9%
LAM
1348
L2 Asset Management
Massachusetts
$727K +$45.2K +43 +6%
RIA
1349
Rhodes Investment Advisors
Texas
$726K +$7.37K +7 +0.9%
EIA
1350
Emerald Investment Advisers
Pennsylvania
$723K +$791K +752 New