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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1501
Cahaba Wealth Management
Georgia
$270K +$43K +55 +15%
Journey Strategic Wealth
1502
Journey Strategic Wealth
New Jersey
$268K +$1.56K +2 +0.6%
PTP
1503
Platform Technology Partners
New York
$267K -$8.59K -11 -3%
MCM
1504
McRae Capital Management
New Jersey
$267K – – –
LFA
1505
Legacy Financial Advisors
Kentucky
$265K -$8.59K -11 -3%
ORI
1506
Oak Ridge Investments
Illinois
$264K -$565K -723 -68%
LA
1507
Latitude Advisors
Florida
$264K +$89.8K +115 +50%
MWAM
1508
Manhattan West Asset Management
California
$263K -$43.8K -56 -14%
Smithfield Trust
1509
Smithfield Trust
Pennsylvania
$261K +$50.8K +65 +24%
GD
1510
Grandfield & Dodd
New York
$260K – – –
KCM
1511
Kathmere Capital Management
Pennsylvania
$260K +$266K +340 New
SB
1512
Sunflower Bank
Texas
$259K +$74.2K +95 +39%
WCM
1513
Whitener Capital Management
North Carolina
$259K +$265K +339 New
Focus Partners Advisor Solutions
1514
Focus Partners Advisor Solutions
Missouri
$257K +$43.8K +56 +20%
NFG
1515
Nations Financial Group
Iowa
$257K +$58.6K +75 +29%
FCA
1516
FinTrust Capital Advisors
South Carolina
$256K +$75K +96 +40%
RCG
1517
Resource Consulting Group
Florida
$256K +$262K +335 New
Mount Yale Investment Advisors
1518
Mount Yale Investment Advisors
Colorado
$255K +$16.4K +21 +7%
C
1519
Certuity
Florida
$255K +$259K +331 New
BIAS
1520
Beacon Investment Advisory Services
New Jersey
$254K +$260K +333 New
EA
1521
Echo45 Advisors
California
$253K -$26.6K -34 -9%
CCM
1522
Cohen Capital Management
California
$252K – – –
BCM
1523
Birch Capital Management
Texas
$252K +$29.7K +38 +13%
SFWA
1524
Summit Financial Wealth Advisors
Louisiana
$252K +$39.1K +50 +18%
NL
1525
NWAM LLC
Washington
$252K +$258K +330 New