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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1651
Legacy Capital Wealth Partners
Arkansas
$388K -$1.97M -1,905 -83%
SWRP
1652
Summit Wealth & Retirement Planning
California
$388K -$36.2K -35 -8%
DWG
1653
Darden Wealth Group
Michigan
$387K +$3.1K +3 +0.8%
WA
1654
Wealth Alliance
New York
$386K -$30K -29 -7%
BCFD
1655
Boit C.F. David
$385K – – –
VCM
1656
Violich Capital Management
California
$385K – – –
NW
1657
Naviter Wealth
Arkansas
$385K +$71.4K +69 +21%
MM
1658
MQS Management
New York
$385K +$113K +109 +37%
HDIM
1659
Hanson & Doremus Investment Management
Vermont
$384K – – –
SGI
1660
Summit Global Investments
Utah
$383K -$142K -137 -26%
JSL
1661
JT Stratford LLC
Georgia
$382K -$25.9K -25 -6%
PWA
1662
Phoenix Wealth Advisors
North Carolina
$382K -$6.21K -6 -1%
HH
1663
Hilltop Holdings
Texas
$380K -$22.8K -22 -5%
TF
1664
Tudor Financial
Ohio
$380K – – –
OL
1665
OneFund LLC
Florida
$379K -$3.1K -3 -0.8%
RCYC
1666
Richard C. Young & Co
Rhode Island
$378K +$7.24K +7 +2%
MHC
1667
Meyer Handelman Company
New York
$377K +$65.2K +63 +19%
BTWM
1668
Baker Tilly Wealth Management
Wisconsin
$377K -$31K -30 -7%
CFG
1669
Cooper Financial Group
California
$376K -$579K -560 -59%
VAF
1670
Values Added Financial
District of Columbia
$375K +$10.3K +10 +3%
DOA
1671
D'Orazio & Associates
Virginia
$373K +$3.1K +3 +0.8%
MWM
1672
Manske Wealth Management
Texas
$372K -$12.4K -12 -3%
CIA
1673
Compass Ion Advisors
Pennsylvania
$372K +$3.1K +3 +0.8%
DA
1674
Detalus Advisors
Missouri
$369K -$6.21K -6 -2%
ECM
1675
EagleClaw Capital Management
Massachusetts
$368K -$15.5K -15 -4%