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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1426
Phoenix Wealth Advisors
North Carolina
$224K +$206K +311 New
PCS
1427
Personal CFO Solutions
New Jersey
$223K +$205K +309 New
SICM
1428
Sustainable Insight Capital Management
New York
$223K +$205K +309 New
TC
1429
TownSquare Capital
Utah
$223K +$205K +309 New
GLA
1430
Good Life Advisors
Pennsylvania
$222K +$202K +305 New
IFG
1431
Investors Financial Group
Minnesota
$222K +$204K +307 New
DTC
1432
Davidson Trust Company
Washington
$222K +$204K +308 New
SW
1433
StrongBox Wealth
Missouri
$222K +$204K +308 New
CSM
1434
CAMG Solamere Management
North Carolina
$221K -$66.3K -100 -25%
FNBOH
1435
First National Bank of Hutchinson
Kansas
$221K +$209K +315 New
ATWA
1436
Arbor Trust Wealth Advisors
Michigan
$220K +$202K +305 New
LBC
1437
Lawrence B. Cohen
$220K +$202K +305 New
CIA
1438
Compass Ion Advisors
Pennsylvania
$219K +$202K +304 New
KP
1439
Keel Point
Alabama
$218K +$200K +302 New
SC
1440
Saturna Capital
Washington
$216K -$81.6K -123 -29%
BCM
1441
Bridgeway Capital Management
Texas
$216K +$199K +300 New
MA
1442
Montag & Associates
Georgia
$216K +$199K +300 New
DWM
1443
Doyle Wealth Management
Florida
$213K +$196K +295 New
WP
1444
WealthSource Partners
California
$212K +$194K +293 New
IFWM
1445
Institute for Wealth Management
Colorado
$212K +$195K +294 New
SBIA
1446
Sheaff Brock Investment Advisors
Indiana
$212K +$195K +294 New
W
1447
Wealthquest
Ohio
$212K +$196K +295 New
PFGIA
1448
Patriot Financial Group Insurance Agency
Massachusetts
$211K -$1.33K -2 -0.7%
TCM
1449
Telos Capital Management
California
$209K +$192K +289 New
CWM
1450
Centric Wealth Management
Illinois
$208K +$191K +288 New