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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SP
1501
SmartHarvest Portfolios
Washington
$525K +$23.8K +23 +4%
WIS
1502
Wright Investors Service
Connecticut
$525K -$1.43M -1,382 -72%
MAWA
1503
Moss Adams Wealth Advisors
Washington
$524K -$29K -28 -5%
SWMP
1504
Signature Wealth Management Partners
New Jersey
$524K
APA
1505
Astoria Portfolio Advisors
New York
$524K +$2.07K +2 +0.4%
HIC
1506
Holderness Investments Company
North Carolina
$523K
BDFN
1507
Bond & Devick Financial Network
Minnesota
$519K
LIM
1508
Loudon Investment Management
New Hampshire
$515K +$67.2K +65 +14%
CWM
1509
Centurion Wealth Management
Virginia
$514K -$77.6K -75 -12%
GCP
1510
GSA Capital Partners
United Kingdom
$513K +$551K +533 New
GWM
1511
Goldenstone Wealth Management
California
$512K +$12.4K +12 +2%
HPBT
1512
Hickory Point Bank & Trust
Illinois
$512K
FFA
1513
Founders Financial Alliance
North Carolina
$512K +$22.8K +22 +4%
NCG
1514
Newport Capital Group
New Jersey
$510K
G
1515
GenTrust
Florida
$510K -$242K -234 -31%
T
1516
TrustBank
Illinois
$510K -$108K -104 -16%
TAM
1517
Todd Asset Management
Kentucky
$508K
TC
1518
Trust Company
Kansas
$504K -$52.7K -51 -9%
WG
1519
Winton Group
United Kingdom
$500K -$70.3K -68 -12%
RA
1520
Riversedge Advisors
Delaware
$499K +$197K +190 +58%
GG
1521
Gleason Group
Kentucky
$498K +$3.1K +3 +0.6%
BWM
1522
Bulltick Wealth Management
Florida
$498K +$536K +518 New
PA
1523
Promethium Advisors
Maryland
$497K
UAML
1524
US Asset Management LLC
Pennsylvania
$495K
NSIM
1525
North Star Investment Management
Illinois
$494K +$6.21K +6 +1%