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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
STA
1051
Summit Trail Advisors
New York
$288K +$322K +654 New
OPS
1052
Orion Portfolio Solutions
Nebraska
$286K -$692K -1,405 -68%
AWM
1053
Aberdeen Wealth Management
Illinois
$286K +$493 +1 +0.2%
FWP
1054
FAS Wealth Partners
Kansas
$286K +$1.97K +4 +0.6%
PHS
1055
Pekin Hardy Strauss
Illinois
$286K +$12.3K +25 +4%
PFBT
1056
Parkside Financial Bank & Trust
Missouri
$284K +$51.2K +104 +19%
VCA
1057
Verdence Capital Advisors
Maryland
$283K
BTW
1058
Boston Trust Walden
Massachusetts
$282K -$68K -138 -18%
MWA
1059
Meridian Wealth Advisors
Texas
$279K -$233K -473 -43%
ZB
1060
Zions Bancorporation
Utah
$277K -$327K -663 -51%
HIC
1061
Holderness Investments Company
North Carolina
$277K -$37K -75 -11%
WCM
1062
Weik Capital Management
Pennsylvania
$277K -$2.46K -5 -0.8%
PHK
1063
Point72 Hong Kong
Hong Kong
$275K -$59.1K -120 -16%
SVWAG
1064
Sound View Wealth Advisors Group
Georgia
$275K -$6.9K -14 -2%
FHB
1065
First Hawaiian Bank
Hawaii
$274K -$90.7K -184 -23%
PWM
1066
Perigon Wealth Management
California
$274K +$76.4K +155 +36%
BFG
1067
Beacon Financial Group
Texas
$272K -$45.3K -92 -13%
SCM
1068
Stonebridge Capital Management
California
$270K -$93.6K -190 -24%
FPS
1069
Fieldpoint Private Securities
Connecticut
$270K +$2.46K +5 +0.8%
WWM
1070
Western Wealth Management
Colorado
$269K -$12.3K -25 -4%
RC
1071
RegentAtlantic Capital
New Jersey
$268K +$24.6K +50 +9%
FWM
1072
Frontier Wealth Management
Missouri
$266K +$55.7K +113 +23%
AWE
1073
Avidian Wealth Enterprises
Texas
$265K +$1.48K +3 +0.5%
TAM
1074
Todd Asset Management
Kentucky
$262K -$754K -1,531 -72%
OIA
1075
Optimum Investment Advisors
Illinois
$262K -$22.7K -46 -7%