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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SAM
1026
Smithbridge Asset Management
Pennsylvania
$491K +$1.14K +2 +0.2%
CA
1027
Claro Advisors
Massachusetts
$489K +$9.7K +17 +2%
OPS
1028
Orion Portfolio Solutions
Nebraska
$479K +$67.9K +119 +16%
TFO
1029
Tarbox Family Office
California
$478K -$35.9K -63 -7%
1SB
1030
1ST Source Bank
Indiana
$475K -$67.3K -118 -12%
I
1031
INVST
Indiana
$472K +$22.8K +40 +5%
TCM
1032
Tributary Capital Management
Nebraska
$471K -$25.7K -45 -5%
SS
1033
Sunbelt Securities
Texas
$471K – – –
MWA
1034
Meridian Wealth Advisors
Texas
$468K +$15.4K +27 +3%
CRWM
1035
Castle Rock Wealth Management
California
$468K +$17.1K +30 +4%
CS
1036
Comerica Securities
Michigan
$463K -$571 -1 -0.1%
JFA
1037
JNBA Financial Advisors
Minnesota
$459K +$571 +1 +0.1%
SL
1038
Stevard LLC
Illinois
$456K – – –
RGC
1039
Roberts, Glore & Co
Illinois
$454K – – –
WA
1040
Wealth Alliance
New York
$452K +$6.85K +12 +2%
MFG
1041
Magnus Financial Group
New York
$450K -$69.6K -122 -13%
RIA
1042
Realta Investment Advisors
Delaware
$450K +$7.42K +13 +2%
LOAMS
1043
Lombard Odier Asset Management (Switzerland)
Switzerland
$444K +$450K +788 New
AWM
1044
Aries Wealth Management
Maine
$441K +$17.1K +30 +4%
ALAM
1045
Asahi Life Asset Management
Japan
$440K -$154K -270 -26%
HFAS
1046
Hummer Financial Advisory Services
Illinois
$440K -$28.5K -50 -6%
WA
1047
WBH Advisory
Maryland
$439K – – –
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$438K +$12.6K +22 +3%
TAM
1049
Trust Asset Management
Texas
$438K +$200K +350 +82%
SBSB
1050
Sullivan, Bruyette, Speros & Blaney
Virginia
$437K +$46.8K +82 +12%
40 41
42
43 44