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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
APP
626
Avantax Planning Partners
Iowa
$1.56M +$1.75M +3,545 New
COI
627
Connable Office Inc
Michigan
$1.56M +$1.74M +3,537 New
MSAM
628
Moloney Securities Asset Management
Missouri
$1.55M +$1.74M +3,527 New
V
629
Veritable
Delaware
$1.55M -$64.1K -130 -4%
BHWM
630
Bar Harbor Wealth Management
New Hampshire
$1.54M +$103K +209 +6%
PWP
631
Private Wealth Partners
California
$1.53M – – –
NB
632
Norinchukin Bank
Japan
$1.53M -$1.8M -3,654 -51%
FNT
633
First National Trust
Pennsylvania
$1.52M +$119K +241 +8%
TFA
634
Teamwork Financial Advisors
Texas
$1.5M -$1.02M -2,069 -38%
BAM
635
Beaumont Asset Management
Texas
$1.5M -$60.6K -123 -3%
VCAM
636
Van Cleef Asset Management
Ohio
$1.5M -$9.85K -20 -0.6%
FG
637
Fiduciary Group
Georgia
$1.5M -$1.48K -3 -0.1%
MCWS
638
McKinley Carter Wealth Services
West Virginia
$1.49M +$89.7K +182 +6%
RPC
639
Rossmore Private Capital
Connecticut
$1.49M +$570K +1,157 +52%
VFA
640
Valeo Financial Advisors
Indiana
$1.49M -$361K -733 -19%
WPA
641
Winning Points Advisors
Florida
$1.49M – – –
AS
642
Altshuler Shaham
Israel
$1.49M +$1.66M +3,379 New
PRS
643
Pinkerton Retirement Specialists
Idaho
$1.48M -$578K -1,173 -26%
DA
644
Doliver Advisors
Texas
$1.47M +$116K +236 +9%
CI
645
Cigna Investments
Connecticut
$1.47M +$83.8K +170 +5%
BRWA
646
B. Riley Wealth Advisors
Florida
$1.47M -$99.5K -202 -6%
SFA
647
Semmax Financial Advisors
North Carolina
$1.46M +$101K +205 +7%
CCT
648
Chemung Canal Trust
New York
$1.46M -$280K -569 -15%
SP
649
SWS Partners
Ohio
$1.46M +$1.63M +3,307 New
CAM
650
Cypress Asset Management
Texas
$1.44M +$12.3K +25 +0.8%
24 25
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