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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1051
Perigon Wealth Management
California
$865K -$47.2K -67 -5%
FCBT
1052
First Citizens Bank & Trust
North Carolina
$864K +$22.5K +32 +3%
BHWM
1053
Bar Harbor Wealth Management
New Hampshire
$862K -$23.2K -33 -2%
SRC
1054
Sage Rhino Capital
California
$861K -$8.45K -12 -0.9%
PPC
1055
Park Place Capital
Alabama
$857K +$1.41K +2 +0.2%
RWM
1056
Ritholtz Wealth Management
New York
$849K -$127K -180 -12%
UBG
1057
United Bank (Georgia)
Georgia
$848K -$14.1K -20 -2%
ORC
1058
O'Rourke & Company
Massachusetts
$846K +$26.8K +38 +3%
PT
1059
Plimoth Trust
Massachusetts
$846K -$1.41K -2 -0.2%
HA
1060
Herold Advisors
New York
$845K +$111K +158 +14%
CH
1061
Canton Hathaway
Rhode Island
$840K – – –
OHWA
1062
Oak Hill Wealth Advisors
Virginia
$837K -$17.6K -25 -2%
SMH
1063
Sanders Morris Harris
Texas
$834K – – –
CFG
1064
Citizens Financial Group
Rhode Island
$832K -$165K -234 -16%
GGS
1065
Galvin Gaustad & Stein
Arizona
$831K +$704 +1 +0.1%
FIB
1066
First Interstate Bank
Montana
$825K -$187K -265 -18%
LOAMS
1067
Lombard Odier Asset Management (Switzerland)
Switzerland
$818K +$156K +222 +22%
AAS
1068
Ameritas Advisory Services
Nebraska
$818K -$85.2K -121 -9%
CAG
1069
Csenge Advisory Group
Florida
$817K +$307K +436 +56%
SEC
1070
Seven Eight Capital
New York
$813K +$856K +1,215 New
1SB
1071
1ST Source Bank
Indiana
$810K -$31.7K -45 -4%
PWPS
1072
Pinnacle Wealth Planning Services
Ohio
$808K -$76.8K -109 -8%
FFM
1073
Forum Financial Management
Illinois
$806K +$3.52K +5 +0.4%
MMA
1074
Miracle Mile Advisors
California
$804K -$8.45K -12 -1%
MWA
1075
Meridian Wealth Advisors
Texas
$803K -$2.11K -3 -0.2%
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