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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FPWM
1476
FSB Premier Wealth Management
Iowa
$348K +$9.77K +14 +3%
SL
1477
Summitry LLC
California
$347K -$55.1K -79 -16%
BFO
1478
Biltmore Family Office
North Carolina
$345K
CPC
1479
Congress Park Capital
New York
$345K -$17.5K -25 -6%
ACM
1480
Alethea Capital Management
Washington
$345K
RP
1481
Riverwater Partners
Wisconsin
$345K +$2.79K +4 +1%
NERM
1482
New England Research & Management
Illinois
$345K +$297K +425 New
WA
1483
Wealth Alliance
New York
$345K -$2.79K -4 -0.9%
RFG
1484
RFP Financial Group
Georgia
$344K
LWCFA
1485
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$343K
LA
1486
LVW Advisors
New York
$342K -$60.7K -87 -17%
MNBTD
1487
Moody National Bank Trust Division
Texas
$342K -$931K -1,333 -76%
WKWM
1488
Walter & Keenan Wealth Management
Indiana
$342K +$14K +20 +5%
MAM
1489
Meeder Asset Management
Ohio
$342K +$71.2K +102 +32%
OCM
1490
Objective Capital Management
Ohio
$342K -$4.19K -6 -1%
SOS
1491
Silver Oak Securities
Tennessee
$341K +$151K +216 +106%
AF
1492
Apexium Financial
Texas
$339K +$292K +418 New
AC
1493
Avestar Capital
New York
$339K -$28.6K -41 -9%
PA
1494
Procyon Advisors
Connecticut
$338K -$378K -541 -57%
SWMP
1495
Signature Wealth Management Partners
New Jersey
$337K
CFS
1496
CRA Financial Services
New Jersey
$336K +$20.2K +29 +8%
CI
1497
CX Institutional
Indiana
$335K -$23.7K -34 -8%
XF
1498
XML Financial
Maryland
$333K +$38.4K +55 +15%
MRWM
1499
ML&R Wealth Management
Texas
$332K
TIA
1500
Tiemann Investment Advisors
California
$331K +$6.98K +10 +3%