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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
RG
851
Rathbones Group
United Kingdom
$1.99M +$211K +231 +12%
VFA
852
Valeo Financial Advisors
Indiana
$1.98M -$100K -110 -5%
PHS
853
Pekin Hardy Strauss
Illinois
$1.98M +$200K +219 +11%
DWM
854
Dakota Wealth Management
Florida
$1.98M +$28.3K +31 +1%
EAM
855
EFG Asset Management
Oregon
$1.97M +$1.97M +2,154 New
CWM
856
Cordatus Wealth Management
Pennsylvania
$1.96M +$84.9K +93 +5%
CBB
857
Citizens Business Bank
California
$1.96M +$8.21K +9 +0.4%
TFCP
858
Twin Focus Capital Partners
Massachusetts
$1.94M +$91.3K +100 +5%
BCM
859
Breiter Capital Management
Florida
$1.93M +$32.9K +36 +2%
CCM
860
Community Capital Management
Florida
$1.92M -$365K -400 -16%
WANY
861
Wealthspire Advisors (New York)
New York
$1.92M +$52K +57 +3%
AA
862
Argent Advisors
Louisiana
$1.92M +$18.3K +20 +1%
ORC
863
O'Rourke & Company
Massachusetts
$1.91M +$1.91M +2,091 New
MOS
864
MGO One Seven
Ohio
$1.91M +$279K +306 +17%
PIG
865
Pantheon Investment Group
California
$1.91M -$41.1K -45 -2%
SP
866
Symmetry Partners
Connecticut
$1.9M -$95.8K -105 -5%
WF
867
Welch & Forbes
Massachusetts
$1.9M +$176K +193 +10%
STC
868
Sarah T. Connolly
$1.9M +$735K +805 +63%
9WM
869
9258 Wealth Management
Ohio
$1.9M -$14.6K -16 -0.8%
DWT
870
Dorsey & Whitney Trust
South Dakota
$1.89M +$237K +260 +14%
FC
871
Ferris Capital
Massachusetts
$1.88M – – –
CBTWT
872
Community Bank & Trust (Waco, Texas)
Texas
$1.88M -$3.65K -4 -0.2%
IA
873
IFP Advisors
Florida
$1.88M -$21K -23 -1%
SB
874
Simmons Bank
Arkansas
$1.87M -$178K -195 -9%
HEIP
875
Hudson Edge Investment Partners
New Jersey
$1.86M -$18.3K -20 -1%
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