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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
976
Allen Investment Management
New York
$924K -$76.3K -115 -8%
CPA
977
Clear Perspective Advisors
Illinois
$919K -$72.3K -109 -8%
FTDI
978
First Trust Direct Indexing
Massachusetts
$919K +$844K +1,273 New
BGC
979
Beutel, Goodman & Co
Ontario, Canada
$917K -$140M -210,692 -99%
MWM
980
Mission Wealth Management
California
$912K +$213K +321 +34%
OCM
981
Orion Capital Management
California
$909K +$836K +1,260 New
CIM
982
CIM Investment Management
Pennsylvania
$903K -$12.6K -19 -1%
KA
983
Kovack Advisors
Florida
$899K +$84.2K +127 +11%
CH
984
Canton Hathaway
Rhode Island
$898K – – –
KWM
985
Keebeck Wealth Management
Illinois
$895K – – –
LB
986
Legacy Bridge
Iowa
$895K +$82.9K +125 +11%
UFF
987
USA Financial Formulas
Michigan
$891K -$428K -646 -34%
CDH
988
Charles D. Hyman
$890K +$63.7K +96 +8%
CGL
989
Clarius Group LLC
Washington
$890K +$67K +101 +9%
LWAM
990
Legacy Wealth Asset Management
Minnesota
$890K +$818K +1,233 New
AO
991
Advisor OS
Illinois
$889K +$472K +711 +136%
BSB
992
Bangor Savings Bank
Maine
$883K -$217K -327 -21%
DWM
993
Destination Wealth Management
California
$880K +$25.9K +39 +3%
GA
994
GoalVest Advisory
New York
$880K +$808K +1,219 New
HBT
995
Heartland Bank & Trust
Illinois
$880K +$808K +1,219 New
RMCM
996
Reynders McVeigh Capital Management
Massachusetts
$879K +$66.3K +100 +9%
SSWM
997
Smith Salley Wealth Management
North Carolina
$878K +$17.2K +26 +2%
VA
998
Valmark Advisers
Ohio
$877K +$806K +1,216 New
SWM
999
Salvus Wealth Management
New Jersey
$874K +$766K +1,155 New
ORI
1000
Oak Ridge Investments
Illinois
$873K -$51.1K -77 -6%
38 39
40
41 42