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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MFG
1001
MidWestOne Financial Group
Iowa
$955K +$75.5K +113 +9%
CCA
1002
Cobblestone Capital Advisors
New York
$952K -$58.1K -87 -6%
AAS
1003
Ameritas Advisory Services
Nebraska
$951K +$108K +161 +14%
RTC
1004
Riverview Trust Company
Washington
$942K -$121K -181 -12%
BHWM
1005
Bar Harbor Wealth Management
New Hampshire
$936K +$8.68K +13 +1%
PWPS
1006
Pinnacle Wealth Planning Services
Ohio
$933K -$80.8K -121 -8%
DA
1007
Doliver Advisors
Texas
$931K -$506K -757 -37%
OCM
1008
Orion Capital Management
California
$931K
CWM
1009
Curi Wealth Management
North Carolina
$923K
SRC
1010
Sage Rhino Capital
California
$921K +$5.34K +8 +0.6%
BSW
1011
Buckingham Strategic Wealth
Missouri
$920K +$33.4K +50 +4%
UBG
1012
United Bank (Georgia)
Georgia
$913K +$62.8K +94 +8%
WSTAM
1013
Wilbanks Smith & Thomas Asset Management
Virginia
$909K +$236K +353 +38%
QCG
1014
Quadrant Capital Group
Ohio
$908K -$92.8K -139 -10%
EWM
1015
EPG Wealth Management
Georgia
$907K +$35.4K +53 +4%
PPC
1016
Park Place Capital
Alabama
$906K +$854K +1,279 New
Koshinski Asset Management
1017
Koshinski Asset Management
Illinois
$906K -$487K -730 -36%
OHWA
1018
Oak Hill Wealth Advisors
Virginia
$905K +$853K +1,277 New
PT
1019
Plimoth Trust
Massachusetts
$897K -$54.8K -82 -6%
FCBT
1020
First Citizens Bank & Trust
North Carolina
$892K -$67.4K -101 -7%
LWP
1021
Lumature Wealth Partners
Georgia
$892K -$91.5K -137 -10%
1SB
1022
1ST Source Bank
Indiana
$890K -$47.4K -71 -5%
CH
1023
Canton Hathaway
Rhode Island
$889K
FA
1024
Faithward Advisors
Pennsylvania
$887K +$20K +30 +2%
VFA
1025
Voya Financial Advisors
Connecticut
$884K -$152K -228 -16%