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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWA
701
Stratos Wealth Advisors
Ohio
$4.21M +$195K +174 +5%
IPW
702
Inlet Private Wealth
Florida
$4.21M +$2.24K +2 +0.1%
CPBTD
703
Central Pacific Bank - Trust Division
Hawaii
$4.21M -$55.9K -50 -1%
CIG
704
Cullen Investment Group
Louisiana
$4.2M -$202K -181 -5%
DBIA
705
Dumont & Blake Investment Advisors
New Jersey
$4.19M -$41.4K -37 -1%
IAA
706
Independent Advisor Alliance
North Carolina
$4.19M +$151K +135 +4%
AP
707
Americana Partners
Texas
$4.17M +$407K +364 +11%
CWM
708
Compass Wealth Management
Connecticut
$4.16M -$14.5K -13 -0.4%
WIA
709
World Investment Advisors
California
$4.15M -$1.04M -930 -21%
AWM
710
Avior Wealth Management
Nebraska
$4.15M -$21.2K -19 -0.5%
DW30
711
Drucker Wealth 3.0
New Jersey
$4.15M -$830K -742 -17%
PIM
712
Plato Investment Management
Australia
$4.14M +$127K +114 +3%
AF
713
Arrow Financial
New York
$4.14M -$67.1K -60 -2%
AAIS
714
ABN AMRO Investment Solutions
$4.14M +$400K +358 +11%
SPFA
715
Summit Place Financial Advisors
New Jersey
$4.13M +$16.8K +15 +0.4%
RCIM
716
Red Cedar Investment Management
Michigan
$4.11M – – –
TPW
717
Turn8 Private Wealth
$4.1M -$74.9K -67 -2%
SFG
718
SevenBridge Financial Group
Pennsylvania
$4.1M +$618K +553 +17%
1WA
719
180 Wealth Advisors
Washington
$4.1M -$40.2K -36 -1%
VT
720
Vise Technologies
New York
$4.09M +$74.9K +67 +2%
PPWP
721
Premier Path Wealth Partners
New Jersey
$4.09M -$85K -76 -2%
MBTD
722
Mechanics Bank - Trust Department
California
$4.08M +$48.1K +43 +1%
AWM
723
Axxcess Wealth Management
California
$4.06M +$455K +407 +13%
DWM
724
Dakota Wealth Management
Florida
$4.05M -$27.9K -25 -0.7%
SSWM
725
Sheets Smith Wealth Management
North Carolina
$4.05M -$106K -95 -3%
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