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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SMH
1026
Sanders Morris Harris
Texas
$883K – – –
FPF
1027
First Pacific Financial
Washington
$882K +$51.4K +77 +7%
GGS
1028
Galvin Gaustad & Stein
Arizona
$880K +$96.2K +144 +13%
TC
1029
Trust Company
Kansas
$877K +$14K +21 +2%
ORC
1030
O'Rourke & Company
Massachusetts
$869K -$447K -670 -35%
SSWM
1031
Smith Salley Wealth Management
North Carolina
$865K -$21.4K -32 -3%
MMA
1032
Miracle Mile Advisors
California
$861K -$106K -159 -12%
SIA
1033
Schear Investment Advisers
Ohio
$858K +$809K +1,211 New
MWA
1034
Meridian Wealth Advisors
Texas
$853K -$82.1K -123 -9%
LA
1035
LVW Advisors
New York
$851K -$63.4K -95 -7%
AOI
1036
Auto-Owners Insurance
Michigan
$850K +$801K +1,200 New
FFM
1037
Forum Financial Management
Illinois
$850K +$69.4K +104 +9%
TH
1038
TCTC Holdings
Texas
$846K +$343K +513 +75%
FHA
1039
Flagship Harbor Advisors
Massachusetts
$844K -$126K -188 -14%
QCM
1040
Quantinno Capital Management
New York
$829K -$171K -256 -18%
TCOT
1041
Trust Company of Toledo
Ohio
$828K -$45.4K -68 -5%
LOPW
1042
Live Oak Private Wealth
North Carolina
$823K – – –
WIC
1043
Woodmont Investment Counsel
Tennessee
$820K – – –
DWM
1044
Destination Wealth Management
California
$818K +$6.68K +10 +0.9%
MTC
1045
Matrix Trust Company
Colorado
$817K +$117K +175 +18%
LWAM
1046
Legacy Wealth Asset Management
Minnesota
$807K -$2K -3 -0.3%
AWS
1047
Aspen Wealth Strategies
Colorado
$807K +$761K +1,139 New
PFSC
1048
Peoples Financial Services Corp
Pennsylvania
$803K – – –
SB
1049
Simmons Bank
Arkansas
$801K -$42.1K -63 -5%
SCM
1050
Stonebridge Capital Management
California
$799K – – –
40 41
42
43 44