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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
1001
Venturi Wealth Management
Texas
$1.67M +$45.5K +44 +3%
TRIA
1002
Trail Ridge Investment Advisors
Colorado
$1.66M -$435K -421 -20%
DWM
1003
Drive Wealth Management
Utah
$1.65M +$57.9K +56 +3%
NS
1004
NBC Securities
Alabama
$1.65M +$11.4K +11 +0.6%
OCM
1005
Orleans Capital Management
Louisiana
$1.64M +$292K +282 +20%
MA
1006
Montag & Associates
Georgia
$1.63M -$600K -580 -25%
UOTTAIMCU
1007
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$1.63M -$2.35M -2,275 -57%
TCPW
1008
Twin City Private Wealth
North Carolina
$1.63M +$15.5K +15 +0.9%
CA
1009
Claro Advisors
Massachusetts
$1.63M -$17.6K -17 -1%
MWM
1010
Mattern Wealth Management
Kansas
$1.62M +$412K +398 +31%
WTA
1011
Washington Trust Advisors
Massachusetts
$1.62M +$372K +360 +27%
CPIG
1012
Chicago Partners Investment Group
Illinois
$1.6M +$260K +251 +19%
WW
1013
Waterfront Wealth
Kansas
$1.6M – – –
JLBC
1014
J.L. Bainbridge & Co
Florida
$1.6M – – –
FFBTD
1015
First Financial Bank - Trust Division
Ohio
$1.59M +$16.5K +16 +1%
GEA
1016
Glen Eagle Advisors
New Jersey
$1.59M +$69.3K +67 +4%
WC
1017
Westhampton Capital
North Carolina
$1.59M -$10.3K -10 -0.6%
ABC
1018
Anchor Bay Capital
California
$1.59M +$1.45M +1,401 New
MFA
1019
Mayflower Financial Advisors
Massachusetts
$1.58M +$43.4K +42 +3%
ESB
1020
Essex Savings Bank
Connecticut
$1.57M – – –
KCM
1021
Kathmere Capital Management
Pennsylvania
$1.57M +$67.2K +65 +4%
SLI
1022
Sumitomo Life Insurance
Japan
$1.56M -$100K -97 -6%
TAM
1023
Trust Asset Management
Texas
$1.55M -$7.24K -7 -0.4%
PFW
1024
Petros Family Wealth
Minnesota
$1.54M +$3.1K +3 +0.2%
SWM
1025
Salvus Wealth Management
New Jersey
$1.54M -$65.2K -63 -4%