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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
901
Montecito Bank & Trust
California
$659K +$41.9K +83 +7%
LSPW
902
Lake Street Private Wealth
Illinois
$659K +$94.9K +188 +18%
DWM
903
Destination Wealth Management
California
$657K -$12.6K -25 -2%
CTA
904
Colonial Trust Advisors
South Carolina
$653K +$8.58K +17 +1%
SM
905
SG3 Management
Puerto Rico
$653K +$353K +700 +140%
RE
906
RBC Europe
United Kingdom
$649K +$85.8K +170 +17%
SSWM
907
Smith Salley Wealth Management
North Carolina
$645K -$92.4K -183 -13%
CPIA
908
Cornell Pochily Investment Advisors
New York
$644K +$6.06K +12 +1%
WWM
909
Western Wealth Management
Colorado
$644K +$280K +555 +91%
QI
910
Qtron Investments
Massachusetts
$643K +$597K +1,182 New
FBC
911
Fairfield, Bush & Co
Connecticut
$637K +$86.3K +171 +17%
Fiera Capital (Canada)
912
Fiera Capital (Canada)
Quebec, Canada
$632K -$23.2K -46 -4%
BWM
913
BigSur Wealth Management
Florida
$632K -$14.6K -29 -2%
SP
914
Symmetry Partners
Connecticut
$630K +$171K +338 +41%
EPWM
915
Essex Private Wealth Management
Massachusetts
$628K -$7.57K -15 -1%
KA
916
Kovack Advisors
Florida
$628K +$86.3K +171 +17%
FAIM
917
Financial Advocates Investment Management
Washington
$627K +$27.3K +54 +5%
RAM
918
Redmond Asset Management
Virginia
$619K -$7.07K -14 -1%
CDH
919
Charles D. Hyman
$619K +$286K +567 +99%
RIM
920
Rampart Investment Management
Connecticut
$616K +$111K +219 +24%
WIC
921
Woodmont Investment Counsel
Tennessee
$615K -$10.1K -20 -2%
RCM
922
Radnor Capital Management
Pennsylvania
$611K
FNBOSM
923
First National Bank of South Miami
Florida
$610K -$30.8K -61 -5%
LB
924
Legacy Bridge
Iowa
$607K -$20.2K -40 -3%
FMBTD
925
First Midwest Bank Trust Division
Illinois
$603K -$63.1K -125 -10%