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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
GCA
1501
Gradient Capital Advisors
California
$207K +$246K +376 New
IIA
1502
Integral Investment Advisors
California
$206K – – –
WP
1503
WMS Partners
Maryland
$206K – – –
RIM
1504
Redwood Investment Management
Arizona
$206K +$245K +375 New
TSWM
1505
Triangle Securities Wealth Management
North Carolina
$205K -$13.1K -20 -5%
AF
1506
Allworth Financial
California
$205K +$10.5K +16 +4%
GBT
1507
Grove Bank & Trust
Florida
$204K – – –
UCI
1508
Uncommon Cents Investing
Wisconsin
$204K +$242K +370 New
AWM
1509
Angeles Wealth Management
California
$203K +$7.2K +11 +3%
FDS
1510
Freedom Day Solutions
Texas
$202K -$186K -284 -44%
MW
1511
MBL Wealth
North Carolina
$201K – – –
PG
1512
Patten Group
Tennessee
$201K +$26.2K +40 +12%
ST
1513
Sageworth Trust
Pennsylvania
$197K – – –
DMBA
1514
Deseret Mutual Benefit Administrators
Utah
$196K -$37.3K -57 -14%
FCA
1515
FinTrust Capital Advisors
South Carolina
$196K -$4.58K -7 -2%
ST
1516
Smithfield Trust
Pennsylvania
$188K – – –
Q
1517
QVR
California
$185K -$56.9K -87 -21%
SGA
1518
Seaport Global Advisors
Massachusetts
$185K -$34K -52 -13%
CWM
1519
CarsonAllaria Wealth Management
Illinois
$184K +$1.96K +3 +0.9%
HCP
1520
Hexagon Capital Partners
Arkansas
$184K +$27.5K +42 +14%
MHR
1521
Matthew Hamilton Rosenberg
$179K +$9.82K +15 +5%
POIA
1522
Pin Oak Investment Advisors
Texas
$173K – – –
BWM
1523
Baystate Wealth Management
Massachusetts
$171K +$1.31K +2 +0.6%
TFS
1524
TrustCore Financial Services
Tennessee
$171K +$44.5K +68 +28%
Pacer Advisors
1525
Pacer Advisors
Pennsylvania
$169K +$52.4K +80 +35%