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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
1026
Lake Street Private Wealth
Illinois
$806K -$59K -89 -7%
AC
1027
Abbrea Capital
California
$802K +$41.1K +62 +6%
EPWM
1028
Essex Private Wealth Management
Massachusetts
$800K
MIM
1029
MTM Investment Management
South Carolina
$798K +$733K +1,106 New
CFG
1030
Citizens Financial Group
Rhode Island
$796K +$732K +1,104 New
CPIA
1031
Cornell Pochily Investment Advisors
New York
$794K -$50.4K -76 -6%
KCM
1032
Kornitzer Capital Management
Kansas
$794K
WIC
1033
Woodmont Investment Counsel
Tennessee
$790K
PRC
1034
Pearl River Capital
Michigan
$784K +$720K +1,086 New
TBA
1035
Tower Bridge Advisors
Pennsylvania
$776K +$416K +627 +140%
DIP
1036
DT Investment Partners
Pennsylvania
$769K +$707K +1,066 New
CPSC
1037
Carl P. Sherr & Co
Massachusetts
$768K
Luther King Capital Management (LKCM)
1038
Luther King Capital Management (LKCM)
Texas
$763K +$39.8K +60 +6%
SWA
1039
Stratos Wealth Advisors
Ohio
$762K -$284K -429 -29%
ANTB
1040
AMG National Trust Bank
Colorado
$760K -$19.9K -30 -3%
RAM
1041
Redmond Asset Management
Virginia
$758K -$39.8K -60 -5%
SFM
1042
Signet Financial Management
New Jersey
$755K +$45.1K +68 +7%
MAM
1043
Meeder Asset Management
Ohio
$755K +$269K +405 +63%
MAFM
1044
Mid Atlantic Financial Management
Pennsylvania
$751K +$109K +165 +19%
WJWM
1045
Williams Jones Wealth Management
New York
$750K +$11.9K +18 +2%
FNBOSM
1046
First National Bank of South Miami
Florida
$749K +$5.97K +9 +0.9%
ATC
1047
Adirondack Trust Company
New York
$749K +$36.5K +55 +5%
GSBTD
1048
Glenview State Bank Trust Department
Illinois
$748K
OPS
1049
Orion Portfolio Solutions
Nebraska
$746K +$122K +184 +22%
BS
1050
Bessemer Securities
New York
$745K