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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
QPWM
926
Quadrant Private Wealth Management
Pennsylvania
$334K +$9.88K +18 +3%
RMDI
927
R.M. Davis Inc
Maine
$332K -$2.2K -4 -0.6%
HIC
928
Holderness Investments Company
North Carolina
$330K – – –
GRP
929
Global Retirement Partners
California
$330K +$43.4K +79 +15%
RE
930
RBC Europe
United Kingdom
$330K +$27.4K +50 +9%
LBC
931
Lawrence B. Cohen
$328K -$129K -235 -28%
EP
932
Edgestream Partners
New Jersey
$327K +$332K +604 New
PFSC
933
Peoples Financial Services Corp
Pennsylvania
$325K +$54.9K +100 +20%
FPCP
934
Fort Point Capital Partners
California
$324K +$25.3K +46 +8%
LWCFA
935
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$322K – – –
AC
936
Avestar Capital
New York
$321K -$16.5K -30 -4%
KSA
937
Ken Stern & Associates
California
$321K -$4.39K -8 -1%
BCM
938
Bayesian Capital Management
New York
$319K +$323K +589 New
JWA
939
JFS Wealth Advisors
Pennsylvania
$317K – – –
CMO
940
Covenant Multifamily Offices
Texas
$316K -$3.24M -5,909 -91%
Holocene Advisors
941
Holocene Advisors
New York
$316K -$732K -1,333 -70%
DLA
942
Douglas Lane & Associates
New York
$316K -$17K -31 -5%
APG
943
Abacus Planning Group
South Carolina
$314K +$318K +579 New
BWM
944
Buckley Wealth Management
Nevada
$313K -$44.5K -81 -12%
PHS
945
Pekin Hardy Strauss
Illinois
$313K +$54.9K +100 +21%
OIA
946
Optimum Investment Advisors
Illinois
$312K – – –
WCM
947
Weik Capital Management
Pennsylvania
$312K +$316K +576 New
SC
948
SouthState Corp
Florida
$311K -$59.8K -109 -16%
FC
949
Ferris Capital
Massachusetts
$308K -$118K -215 -27%
SBSB
950
Sullivan, Bruyette, Speros & Blaney
Virginia
$307K -$29.6K -54 -9%