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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AF
951
Alerus Financial
North Dakota
$319K -$25.4K -48 -7%
DWM
952
Dakota Wealth Management
Florida
$319K +$338K +640 New
FAIM
953
Financial Advocates Investment Management
Washington
$315K -$22.2K -42 -6%
MSA
954
Marino Stram & Associates
Massachusetts
$315K +$47.6K +90 +17%
ST
955
Smithfield Trust
Pennsylvania
$314K +$106K +200 +47%
QPWM
956
Quadrant Private Wealth Management
Pennsylvania
$313K +$5.81K +11 +2%
RG
957
Rathbones Group
United Kingdom
$312K +$4.23K +8 +1%
EA
958
Edge Advisors
Georgia
$312K +$38.1K +72 +13%
MWM
959
Modera Wealth Management
New Jersey
$311K +$528 +1 +0.2%
PIA
960
Pinion Investment Advisors
Kansas
$307K +$31.7K +60 +11%
BWAM
961
Boyd Watterson Asset Management
Ohio
$306K -$427K -808 -57%
HIC
962
Holderness Investments Company
North Carolina
$304K – – –
LWAC
963
Laurel Wealth Advisors (California)
California
$303K -$7.4K -14 -2%
IWM
964
IHT Wealth Management
Illinois
$301K +$58.1K +110 +22%
VAM
965
Verity Asset Management
North Carolina
$300K +$93K +176 +41%
PFSC
966
Peoples Financial Services Corp
Pennsylvania
$299K – – –
BWM
967
Buckley Wealth Management
Nevada
$299K +$11.6K +22 +4%
OMC
968
Old Mission Capital
Illinois
$299K +$317K +600 New
GRP
969
Global Retirement Partners
California
$298K -$6.34K -12 -2%
PHS
970
Pekin Hardy Strauss
Illinois
$298K +$10.6K +20 +3%
LWCFA
971
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$297K – – –
JWA
972
JFS Wealth Advisors
Pennsylvania
$297K +$5.29K +10 +2%
WCM
973
Weatherstone Capital Management
Colorado
$296K -$20.1K -38 -6%
KSA
974
Ken Stern & Associates
California
$296K – – –
SM
975
Sciencast Management
New Jersey
$294K +$308K +583 New
37 38
39
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