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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1026
Orion Capital Management
California
$1.01M – – –
ORI
1027
Oak Ridge Investments
Illinois
$1.01M – – –
SSWM
1028
Smith Salley Wealth Management
North Carolina
$1.01M -$7.17K -8 -0.7%
YIH
1029
Y-Intercept (HK)
Hong Kong
$1M +$1.07M +1,193 New
SWMG
1030
Signature Wealth Management Group
Georgia
$997K +$90.5K +101 +9%
CIM
1031
CIM Investment Management
Pennsylvania
$990K -$6.27K -7 -0.6%
KWM
1032
Keebeck Wealth Management
Illinois
$990K – – –
HBT
1033
Hills Bank & Trust
Iowa
$990K +$114K +127 +12%
LOPW
1034
Live Oak Private Wealth
North Carolina
$990K +$717K +800 +211%
1SB
1035
1ST Source Bank
Indiana
$987K +$68.1K +76 +7%
HPC
1036
HM Payson & Co
Maine
$982K +$18.8K +21 +2%
RMCM
1037
Reynders McVeigh Capital Management
Massachusetts
$981K +$40.3K +45 +4%
JDR
1038
Jay D. Rosenbaum
$976K -$10.8K -12 -1%
MYLI
1039
Meiji Yasuda Life Insurance
Japan
$974K -$278K -310 -21%
GIM
1040
Groesbeck Investment Management
New Jersey
$974K -$222K -248 -18%
SWP
1041
Stratos Wealth Partners
Ohio
$973K +$70.8K +79 +7%
RMDI
1042
R.M. Davis Inc
Maine
$960K +$46.6K +52 +5%
WSC
1043
Wellington Shields & Co
New York
$959K -$14.3K -16 -1%
LSPW
1044
Lake Street Private Wealth
Illinois
$951K +$23.3K +26 +2%
LNB
1045
Ledyard National Bank
$949K -$119K -133 -11%
SCM
1046
Stonebridge Capital Management
California
$946K – – –
HW
1047
Hancock Whitney
Mississippi
$940K -$69.9K -78 -7%
BL
1048
Balentine LLC
Georgia
$937K +$449K +501 +81%
BAM
1049
Belpointe Asset Management
Nevada
$936K +$286K +319 +40%
TBA
1050
Tower Bridge Advisors
Pennsylvania
$935K – – –
40 41
42
43 44