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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
IWA
1451
Intercontinental Wealth Advisors
Texas
$273K +$2.53K +3 +1%
RBCM
1452
Raub Brock Capital Management
California
$272K – – –
CIA
1453
Compass Ion Advisors
Pennsylvania
$272K +$845 +1 +0.3%
CAM
1454
Carret Asset Management
New York
$271K -$106K -125 -29%
GIA
1455
Guyasuta Investment Advisors
Pennsylvania
$271K – – –
APG
1456
Abacus Planning Group
South Carolina
$270K -$10.1K -12 -4%
CSM
1457
CAMG Solamere Management
North Carolina
$269K – – –
DTC
1458
Davidson Trust Company
Washington
$269K – – –
FPA
1459
First Pacific Advisors
California
$267K – – –
LFA
1460
Legacy Financial Advisors
Kentucky
$267K +$14.4K +17 +6%
AWM
1461
Accurate Wealth Management
Florida
$266K +$257K +304 New
CIP
1462
Convergence Investment Partners
Florida
$265K -$13.5K -16 -5%
SAM
1463
Secure Asset Management
Michigan
$265K +$19.4K +23 +8%
SFG
1464
SevenBridge Financial Group
Pennsylvania
$265K +$27K +32 +12%
CC
1465
Claybrook Capital
Massachusetts
$265K +$255K +302 New
SBIA
1466
Sheaff Brock Investment Advisors
Indiana
$262K -$127K -150 -33%
LSV Asset Management
1467
LSV Asset Management
Illinois
$262K – – –
MA
1468
Montag & Associates
Georgia
$262K – – –
SC
1469
Saturna Capital
Washington
$262K – – –
TFS
1470
TrustCore Financial Services
Tennessee
$262K +$10.1K +12 +4%
WSTAM
1471
Wilbanks Smith & Thomas Asset Management
Virginia
$259K +$250K +296 New
W
1472
Wealthquest
Ohio
$258K – – –
ECG
1473
Edge Capital Group
Georgia
$257K -$23.6K -28 -9%
KAM
1474
Knightsbridge Asset Management
California
$257K +$247K +293 New
BCM
1475
Birch Capital Management
Texas
$255K +$218K +258 +759%