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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BFA
426
Bragg Financial Advisors
North Carolina
$10.5M -$162K -160 -2%
SWC
427
Spectrum Wealth Counsel
Indiana
$10.5M -$68K -67 -0.6%
DILIC
428
Dai-ichi Life Insurance Company
Japan
$10.5M -$185K -182 -2%
EWM
429
Executive Wealth Management
Michigan
$10.5M +$10.4M +10,209 New
AIP
430
ARS Investment Partners
New York
$10.4M +$551K +543 +6%
EDRH
431
Edmond de Rothschild Holding
Switzerland
$10.3M +$6.23M +6,137 +156%
CP
432
Cumberland Partners
Ontario, Canada
$10.3M -$5.32M -5,241 -34%
MWM
433
Mission Wealth Management
California
$10.2M -$99.5K -98 -1%
BFM
434
Boston Financial Management
Massachusetts
$10.2M +$245K +241 +2%
PTB
435
Pioneer Trust Bank
Oregon
$10M +$518K +510 +5%
PCA
436
Private Capital Advisors
Connecticut
$9.99M
PCM
437
Parsons Capital Management
Rhode Island
$9.99M +$992K +977 +11%
AF
438
Avanza Fonder
Sweden
$9.97M +$9.87M +9,727 New
MC
439
Moors & Cabot
Massachusetts
$9.96M +$357K +352 +4%
TFA
440
Toth Financial Advisory
Virginia
$9.78M -$161K -159 -2%
ST
441
Spinnaker Trust
Maine
$9.69M -$221K -218 -2%
DWP
442
Daymark Wealth Partners
Ohio
$9.5M +$9.41M +9,272 New
KPWS
443
Kestra Private Wealth Services
Texas
$9.42M +$2.89M +2,843 +45%
N
444
Natixis
France
$9.39M -$4.76M -4,692 -34%
SHGA
445
Sand Hill Global Advisors
California
$9.38M -$151K -149 -2%
HIMCH
446
Hartford Investment Management Co (HIMCO)
Connecticut
$9.23M +$229K +226 +3%
RPI
447
Railway Pension Investments
United Kingdom
$9.23M +$9.13M +9,000 New
AWS
448
Atria Wealth Solutions
New York
$9.22M +$8.22M +8,100 +903%
PFS
449
Prospera Financial Services
Texas
$9.17M +$3.31M +3,259 +57%
ACP
450
Aviance Capital Partners
Florida
$9.16M +$96.4K +95 +1%