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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TCOO
901
Trust Company of Oklahoma
Oklahoma
$2.12M +$9.46K +10 +0.5%
LPT
902
Legacy Private Trust
Wisconsin
$2.12M -$4.73K -5 -0.2%
AF
903
Ally Financial
Michigan
$2.1M
MWA
904
Midland Wealth Advisors
Illinois
$2.1M -$226K -239 -11%
SS
905
SBI Securities
Japan
$2.1M -$946 -1 -0.1%
CAG
906
Crestwood Advisors Group
Massachusetts
$2.09M +$132K +140 +8%
CCA
907
Checchi Capital Advisers
California
$2.06M -$172K -182 -8%
AG
908
AlTi Global
New York
$2.06M +$48.2K +51 +3%
LA
909
Lindenwold Advisors
Pennsylvania
$2.06M -$661K -699 -26%
VWM
910
Venturi Wealth Management
Texas
$2.06M +$226K +239 +14%
SA
911
Strategic Advisors
New York
$2.05M +$1.21M +1,279 +188%
PA
912
Promethium Advisors
Maryland
$2.05M -$40.7K -43 -2%
BCWM
913
Bartlett & Co Wealth Management
Ohio
$2.05M -$104K -110 -5%
WIS
914
Wright Investors Service
Connecticut
$2.04M +$24.6K +26 +1%
PWP
915
Precedent Wealth Partners
Texas
$2.04M +$195K +206 +12%
GWMR
916
GC Wealth Management RIA
Massachusetts
$2.04M +$1.6M +1,691 +666%
HIA
917
Harvest Investment Advisors
Florida
$2.04M -$12.3K -13 -0.7%
RBC
918
Romano Brothers & Co
Illinois
$2.03M -$35.9K -38 -2%
HCM
919
Highview Capital Management
Illinois
$2.03M +$70.9K +75 +4%
RCM
920
Radnor Capital Management
Pennsylvania
$2.02M
AWM
921
AE Wealth Management
Kansas
$2.02M +$375K +397 +26%
BCV
922
Banque Cantonale Vaudoise
Switzerland
$2.02M -$60.5K -64 -3%
SIM
923
SWP Investment Management
Ohio
$2.02M +$876K +926 +92%
CIAS
924
Capital Investment Advisory Services
North Carolina
$2M +$21.7K +23 +1%
PWAM
925
Private Wealth Asset Management
Iowa
$2M +$21.7K +23 +1%