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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
826
SVA Wealth Management
Wisconsin
$1.54M -$171K -258 -11%
BAMF
827
BI Asset Management Fondsmaeglerselskab
Denmark
$1.54M -$1.17M -1,758 -45%
FMW
828
Farr Miller & Washington
District of Columbia
$1.54M +$6.63K +10 +0.5%
HT
829
Heritage Trust
Oklahoma
$1.53M +$158K +238 +13%
DWM
830
Dakota Wealth Management
Florida
$1.53M +$1.41M +2,120 New
YIA
831
YHB Investment Advisors
Connecticut
$1.53M +$31.8K +48 +2%
FP
832
Fiduciary Planning
Florida
$1.52M +$57K +86 +4%
PAM
833
Premier Asset Management
Illinois
$1.52M +$620K +935 +80%
FC
834
Ferris Capital
Massachusetts
$1.48M +$1.99K +3 +0.1%
AF
835
Alerus Financial
North Dakota
$1.48M +$436K +658 +47%
PA
836
Profund Advisors
Maryland
$1.47M +$41.1K +62 +3%
HEIP
837
Hudson Edge Investment Partners
New Jersey
$1.47M -$19.9K -30 -1%
SFP
838
Shepherd Financial Partners
Massachusetts
$1.46M +$88.2K +133 +7%
CBB
839
Citizens Business Bank
California
$1.45M -$398K -600 -23%
ICP
840
Ironvine Capital Partners
Nebraska
$1.45M – – –
CK
841
Cohen Klingenstein
New York
$1.44M – – –
TMC
842
Trellus Management Company
Florida
$1.44M – – –
WAM
843
Weatherly Asset Management
California
$1.44M -$10.6K -16 -0.8%
TFCP
844
Twin Focus Capital Partners
Massachusetts
$1.44M – – –
RCAG
845
Rehmann Capital Advisory Group
Michigan
$1.43M -$158K -239 -11%
WC
846
Westhampton Capital
North Carolina
$1.43M – – –
CBTWT
847
Community Bank & Trust (Waco, Texas)
Texas
$1.42M -$36.5K -55 -3%
MIC
848
Means Investment Company
Maine
$1.42M +$212K +320 +19%
VAS
849
Vestmark Advisory Solutions
Massachusetts
$1.41M -$49.1K -74 -4%
VFA
850
Valeo Financial Advisors
Indiana
$1.41M +$106K +160 +9%
32 33
34
35 36