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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IAA
1051
Independent Advisor Alliance
North Carolina
$933K +$11.6K +13 +1%
BBHC
1052
Brown Brothers Harriman & Co
New York
$933K +$358K +399 +56%
DIP
1053
DT Investment Partners
Pennsylvania
$931K -$37.6K -42 -4%
PWM
1054
Perigon Wealth Management
California
$931K +$7.17K +8 +0.7%
MAFM
1055
Mid Atlantic Financial Management
Pennsylvania
$923K +$8.96K +10 +0.9%
MCM
1056
Murphy Capital Management
New Jersey
$922K +$125K +140 +15%
MFA
1057
Mayflower Financial Advisors
Massachusetts
$918K +$46.6K +52 +5%
RWA
1058
Ropes Wealth Advisors
Massachusetts
$918K +$279K +311 +40%
EWM
1059
EPG Wealth Management
Georgia
$913K +$111K +124 +13%
FCFC
1060
First Commonwealth Financial Corp
Pennsylvania
$911K -$72.6K -81 -7%
CG
1061
Caprock Group
Idaho
$909K -$492K -549 -34%
KCM
1062
KLK Capital Management
California
$905K +$967K +1,079 New
MFW
1063
Meristem Family Wealth
Minnesota
$904K +$565K +631 +141%
ACS
1064
Archford Capital Strategies
Illinois
$903K +$38.5K +43 +4%
UBG
1065
United Bank (Georgia)
Georgia
$902K +$41.2K +46 +4%
BI
1066
Berkeley Inc
Idaho
$894K -$43.9K -49 -4%
CPSC
1067
Carl P. Sherr & Co
Massachusetts
$893K – – –
KPW
1068
Kore Private Wealth
New York
$890K +$42.1K +47 +5%
MIM
1069
MTM Investment Management
South Carolina
$887K -$43.9K -49 -4%
AIP
1070
Almanack Investment Partners
Pennsylvania
$885K +$34.9K +39 +4%
ISWM
1071
Independent Solutions Wealth Management
New York
$883K +$52.9K +59 +6%
KFA
1072
Krane Funds Advisors
New York
$881K -$157K -175 -14%
RAM
1073
Redmond Asset Management
Virginia
$879K -$2.69K -3 -0.3%
IF
1074
Intrua Financial
Texas
$872K +$198K +221 +30%
WPW
1075
Waldron Private Wealth
Pennsylvania
$867K +$86.9K +97 +10%
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