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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FOA
1501
Five Oceans Advisors
California
$257K – – –
GFG
1502
Greystone Financial Group
Michigan
$256K – – –
Simon Quick Advisors
1503
Simon Quick Advisors
New Jersey
$255K +$233K +269 New
WP
1504
Westmount Partners
California
$254K +$6.06K +7 +3%
MA
1505
MONECO Advisors
Connecticut
$254K +$3.46K +4 +2%
RFA
1506
Register Financial Advisors
Georgia
$253K +$865 +1 +0.4%
4WM
1507
49 Wealth Management
Texas
$253K +$230K +266 New
MTC
1508
McDaniel Terry & Co
Texas
$252K – – –
HUB Investment Partners
1509
HUB Investment Partners
Texas
$252K +$229K +265 New
NRC
1510
New Republic Capital
North Carolina
$251K +$6.06K +7 +3%
AIM
1511
Alhambra Investment Management
Florida
$250K – – –
CCA
1512
Childress Capital Advisors
Texas
$250K +$228K +263 New
TWA
1513
Talisman Wealth Advisors
New Jersey
$248K -$6.06K -7 -3%
HIM
1514
Hanlon Investment Management
New Jersey
$248K +$226K +261 New
NC
1515
NBW Capital
Massachusetts
$248K +$226K +261 New
JWM
1516
JGP Wealth Management
Oregon
$247K -$356K -411 -61%
Meyer Handelman Company
1517
Meyer Handelman Company
New York
$247K +$4.33K +5 +2%
One Capital Management
1518
One Capital Management
California
$246K -$56.3K -65 -20%
PP
1519
Patten & Patten
Tennessee
$245K -$865 -1 -0.4%
RB
1520
Renasant Bank
Mississippi
$245K – – –
PCM
1521
Poehling Capital Management
Wisconsin
$242K -$13.8K -16 -6%
IWN
1522
Independent Wealth Network
Iowa
$241K -$4.33K -5 -2%
CFSG
1523
Clark Financial Services Group
Missouri
$241K +$220K +254 New
AWM
1524
Alterna Wealth Management
Texas
$241K +$220K +254 New
LSIA
1525
LaSalle St. Investment Advisors
Illinois
$241K +$220K +254 New