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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TPWA
1026
TRUE Private Wealth Advisors
Oregon
$313K +$345K +701 +6,373%
SB
1027
Simmons Bank
Arkansas
$312K -$144K -292 -29%
SAM
1028
Strategy Asset Managers
California
$311K +$51.2K +104 +17%
TC
1029
Truvestments Capital
Florida
$311K +$75.4K +153 +28%
VWA
1030
V Wealth Advisors
Kansas
$311K +$105K +213 +43%
BRWM
1031
B. Riley Wealth Management
Tennessee
$310K +$93.1K +189 +37%
PGWM
1032
Parisi Gray Wealth Management
New Jersey
$308K -$10.8K -22 -3%
ACM
1033
Alethea Capital Management
Washington
$308K – – –
PFSC
1034
Peoples Financial Services Corp
Pennsylvania
$308K – – –
DSC
1035
Duncker Streett & Co
Missouri
$307K +$1.97K +4 +0.6%
PAMG
1036
Patton Albertson Miller Group
Tennessee
$304K -$56.7K -115 -14%
EF
1037
Empirical Finance
Pennsylvania
$303K +$119K +241 +54%
III
1038
Independent Investors Inc
New York
$303K +$339K +689 New
OC
1039
Oakworth Capital
Alabama
$301K -$34.5K -70 -9%
TCM
1040
Teza Capital Management
Illinois
$301K +$338K +685 New
RWA
1041
Ropes Wealth Advisors
Massachusetts
$300K -$29.6K -60 -8%
SBSB
1042
Sullivan, Bruyette, Speros & Blaney
Virginia
$300K -$4.43K -9 -1%
ECM
1043
EagleClaw Capital Management
Massachusetts
$296K – – –
WA
1044
Wealth Alliance
New York
$296K +$331K +672 New
FMWA
1045
Forvis Mazars Wealth Advisors
Missouri
$295K +$36.5K +74 +12%
LWM
1046
Lyell Wealth Management
California
$293K +$27.1K +55 +9%
FCBT
1047
First Citizens Bank & Trust
North Carolina
$290K -$121K -245 -27%
MWM
1048
Modera Wealth Management
New Jersey
$290K -$24.1K -49 -7%
FFN
1049
Focus Financial Network
Minnesota
$290K -$96.1K -195 -23%
BOPW
1050
Brandywine Oak Private Wealth
Pennsylvania
$288K +$71.4K +145 +28%
40 41
42
43 44