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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LWAM
1051
Legacy Wealth Asset Management
Minnesota
$1.14M +$10K +11 +0.9%
AII
1052
AGF Investments Inc
Ontario, Canada
$1.12M -$84K -92 -7%
DWM
1053
Destination Wealth Management
California
$1.11M – – –
OCM
1054
Orion Capital Management
California
$1.11M – – –
RMCM
1055
Reynders McVeigh Capital Management
Massachusetts
$1.11M +$37.4K +41 +4%
ACM
1056
AlphaStar Capital Management
North Carolina
$1.1M -$78.5K -86 -6%
ESB
1057
Essex Savings Bank
Connecticut
$1.1M -$19.2K -21 -2%
HBT
1058
Hills Bank & Trust
Iowa
$1.1M +$22.8K +25 +2%
OIA
1059
OneDigital Investment Advisors
Kansas
$1.1M -$222K -243 -17%
SSWM
1060
Smith Salley Wealth Management
North Carolina
$1.1M – – –
SM
1061
SG3 Management
Puerto Rico
$1.1M +$1.1M +1,200 New
YC
1062
Yarbrough Capital
Tennessee
$1.1M +$1.1M +1,200 New
AIM
1063
Anchor Investment Management
South Carolina
$1.1M -$48.4K -53 -4%
BAM
1064
Belpointe Asset Management
Nevada
$1.09M +$68.4K +75 +7%
KWM
1065
Keebeck Wealth Management
Illinois
$1.08M – – –
LOPW
1066
Live Oak Private Wealth
North Carolina
$1.08M – – –
HW
1067
Hancock Whitney
Mississippi
$1.07M +$49.3K +54 +5%
IAA
1068
Independent Advisor Alliance
North Carolina
$1.07M +$53.8K +59 +5%
PWM
1069
Perigon Wealth Management
California
$1.07M +$55.7K +61 +5%
DIP
1070
DT Investment Partners
Pennsylvania
$1.07M +$50.2K +55 +5%
GIM
1071
Groesbeck Investment Management
New Jersey
$1.06M – – –
CIM
1072
CIM Investment Management
Pennsylvania
$1.06M -$19.2K -21 -2%
KWMG
1073
King Wealth Management Group
Florida
$1.05M +$503K +551 +92%
CG
1074
Caprock Group
Idaho
$1.05M +$60.2K +66 +6%
BPA
1075
Beacon Pointe Advisors
California
$1.05M -$5.01M -5,491 -83%
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