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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BRWM
1001
B. Riley Wealth Management
Tennessee
$941K +$481K +663 +113%
MF
1002
Magnetar Financial
Illinois
$941K +$905K +1,248 New
CH
1003
Canton Hathaway
Rhode Island
$939K – – –
LWAM
1004
Legacy Wealth Asset Management
Minnesota
$939K +$9.43K +13 +1%
AO
1005
Advisor OS
Illinois
$931K +$1.45K +2 +0.2%
DWM
1006
Destination Wealth Management
California
$926K +$6.53K +9 +0.7%
CAAS
1007
Capital Asset Advisory Services
Michigan
$926K +$169K +233 +23%
CLOS
1008
Compagnie Lombard Odier SCmA
Switzerland
$925K +$223K +307 +33%
MI
1009
Markston International
New York
$924K -$86.3K -119 -9%
GWM
1010
Geneos Wealth Management
Colorado
$922K -$20.3K -28 -2%
OCG
1011
Opus Capital Group
Ohio
$918K -$160K -220 -15%
ATC
1012
Adirondack Trust Company
New York
$917K +$109K +150 +14%
ANTB
1013
AMG National Trust Bank
Colorado
$917K +$118K +163 +15%
CWAG
1014
Compton Wealth Advisory Group
Virginia
$917K +$418K +576 +90%
GCA
1015
Genesee Capital Advisors
New York
$915K -$74.7K -103 -8%
RMCM
1016
Reynders McVeigh Capital Management
Massachusetts
$915K -$3.63K -5 -0.4%
ORI
1017
Oak Ridge Investments
Illinois
$912K – – –
CIM
1018
CIM Investment Management
Pennsylvania
$911K -$31.9K -44 -4%
TCM
1019
Teza Capital Management
Illinois
$909K +$571K +787 +188%
BFS
1020
Bradley Foster & Sargent
Connecticut
$907K +$50.8K +70 +6%
CTA
1021
Colonial Trust Advisors
South Carolina
$906K – – –
SSWM
1022
Smith Salley Wealth Management
North Carolina
$904K -$13.8K -19 -2%
CFG
1023
Citizens Financial Group
Rhode Island
$904K +$68.9K +95 +9%
SFS
1024
Sowell Financial Services
Arkansas
$904K +$139K +191 +22%
KFA
1025
Krane Funds Advisors
New York
$899K +$215K +296 +33%
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