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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
POIA
1351
Pin Oak Investment Advisors
Texas
$326K – – –
SDAM
1352
Shulman DeMeo Asset Management
New York
$324K +$3.63K +5 +1%
Banque Pictet & Cie
1353
Banque Pictet & Cie
Switzerland
$324K +$312K +430 New
Obermeyer Wealth Partners
1354
Obermeyer Wealth Partners
Colorado
$322K +$310K +427 New
MWPCG
1355
Measured Wealth Private Client Group
New Hampshire
$320K – – –
SFS
1356
Summit Financial Strategies
Ohio
$319K -$18.1K -25 -6%
IBOK
1357
Independence Bank of Kentucky
Kentucky
$317K -$7.98K -11 -3%
VWA
1358
Visionary Wealth Advisors
Illinois
$315K +$10.9K +15 +4%
FFG
1359
Frisch Financial Group
New York
$312K -$45.7K -63 -13%
CA
1360
Crumly & Associates
Illinois
$312K +$42.8K +59 +17%
Wolverine Asset Management
1361
Wolverine Asset Management
Illinois
$312K +$292K +403 +3,664%
PWA
1362
Phoenix Wealth Advisors
North Carolina
$311K +$68.2K +94 +30%
SG
1363
Stonnington Group
California
$306K +$270K +372 New
NRS
1364
Neville Rodie & Shaw
New York
$302K – – –
SFSIG
1365
San Francisco Sentry Investment Group
California
$302K – – –
Tocqueville Asset Management
1366
Tocqueville Asset Management
New York
$299K +$7.98K +11 +3%
IDBONY
1367
Israel Discount Bank of New York
New York
$298K +$287K +395 New
IIC
1368
Ironwood Investment Counsel
Arizona
$297K +$10.2K +14 +4%
WAP
1369
Wealthcare Advisory Partners
Pennsylvania
$297K +$53K +73 +23%
CT
1370
Chicago Trust
Illinois
$296K -$357K -492 -56%
WP
1371
WMS Partners
Maryland
$296K -$54.4K -75 -16%
Crestwood Advisors Group
1372
Crestwood Advisors Group
Massachusetts
$296K -$16.7K -23 -6%
WC
1373
Woodstock Corp
Massachusetts
$296K +$7.98K +11 +3%
TPWA
1374
TRUE Private Wealth Advisors
Oregon
$292K -$144K -198 -34%
MNBTD
1375
Moody National Bank Trust Division
Texas
$291K -$43.5K -60 -13%