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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Montag & Associates
1451
Montag & Associates
Georgia
$226K – – –
Saturna Capital
1452
Saturna Capital
Washington
$226K – – –
GAM
1453
Gould Asset Management
California
$226K +$218K +300 New
LSV Asset Management
1454
LSV Asset Management
Illinois
$226K +$218K +300 New
MFG
1455
Magnus Financial Group
New York
$225K -$292K -402 -57%
IFG
1456
Investors Financial Group
Minnesota
$225K -$6.53K -9 -3%
CCA
1457
Childress Capital Advisors
Texas
$225K +$92.9K +128 +75%
AI
1458
AXS Investments
New York
$225K +$217K +299 New
FRM
1459
Fox Run Management
Connecticut
$224K +$215K +297 New
WP
1460
WealthSource Partners
California
$223K +$2.18K +3 +1%
W
1461
Wealthquest
Ohio
$222K – – –
KFGK
1462
Keystone Financial Group (Kentucky)
Kentucky
$222K +$11.6K +16 +6%
Personal Capital Advisors
1463
Personal Capital Advisors
California
$219K -$35.5K -49 -14%
DWM
1464
Doyle Wealth Management
Florida
$218K -$4.35K -6 -2%
CWM
1465
Centric Wealth Management
Illinois
$218K +$725 +1 +0.3%
TCM
1466
Telos Capital Management
California
$217K -$725 -1 -0.3%
Trillium Asset Management
1467
Trillium Asset Management
Massachusetts
$217K – – –
LFA
1468
Legacy Financial Advisors
Kentucky
$217K +$209K +288 New
TFS
1469
TrustCore Financial Services
Tennessee
$216K +$43.5K +60 +26%
HH
1470
Hilltop Holdings
Texas
$216K +$208K +287 New
PFC
1471
Phocas Financial Corp
California
$215K +$207K +285 New
PFGIA
1472
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$7.25K -10 -3%
CWM
1473
Cornerstone Wealth Management
Missouri
$213K +$205K +283 New
LOAME
1474
Lombard Odier Asset Management (Europe)
United Kingdom
$213K +$205K +283 New
JHCP
1475
Jackson Hole Capital Partners
Oklahoma
$211K – – –