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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FWM
826
Fairhaven Wealth Management
Illinois
$464K +$484K +1,181 New
RIM
827
Rampart Investment Management
Connecticut
$463K -$2.17M -5,302 -82%
LWS
828
Lucia Wealth Services
California
$462K -$384K -937 -44%
LCM
829
Leisure Capital Management
California
$460K +$34.4K +84 +8%
BCM
830
Brasada Capital Management
Texas
$459K +$18.4K +45 +4%
CAN
831
Cetera Advisor Networks
California
$459K +$52.8K +129 +12%
CIM
832
Confluence Investment Management
Missouri
$459K +$197K +482 +70%
AWM
833
Alterna Wealth Management
Texas
$455K +$442K +1,078 New
BHBT
834
Burke & Herbert Bank & Trust
Virginia
$454K -$26.6K -65 -5%
CPIA
835
Cornell Pochily Investment Advisors
New York
$453K +$59K +144 +14%
LA
836
LVW Advisors
New York
$451K -$874K -2,134 -65%
RCM
837
Radnor Capital Management
Pennsylvania
$445K +$4.92K +12 +1%
LB
838
Legacy Bridge
Iowa
$438K +$457K +1,115 New
FMBTD
839
First Midwest Bank Trust Division
Illinois
$436K -$6.96K -17 -2%
KCM
840
Kornitzer Capital Management
Kansas
$435K +$3.28K +8 +0.7%
BWM
841
BigSur Wealth Management
Florida
$434K
JWBC
842
J.W. Burns & Co
New York
$434K +$41K +100 +10%
QPWM
843
Quadrant Private Wealth Management
Pennsylvania
$428K +$102K +250 +30%
HA
844
Harfst & Associates
Wyoming
$420K +$439K +1,071 New
GWM
845
Geneos Wealth Management
Colorado
$419K +$9.01K +22 +2%
FPS
846
Fieldpoint Private Securities
Connecticut
$419K +$65.1K +159 +18%
LSA
847
L & S Advisors
California
$416K -$845K -2,062 -66%
CRC
848
Curi RMB Capital
Illinois
$415K -$198K -484 -31%
LA
849
Lau Associates
Delaware
$415K +$12.3K +30 +3%
IMC Chicago
850
IMC Chicago
Illinois
$412K +$430K +1,049 New