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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1051
Forum Financial Management
Illinois
$870K +$36.8K +55 +5%
OHWA
1052
Oak Hill Wealth Advisors
Virginia
$867K – – –
CH
1053
Canton Hathaway
Rhode Island
$867K – – –
SMH
1054
Sanders Morris Harris
Texas
$861K – – –
CSPIA
1055
Cary Street Partners Investment Advisory
Virginia
$857K +$401K +598 +93%
FNBOSM
1056
First National Bank of South Miami
Florida
$856K -$79K -118 -9%
SRC
1057
Sage Rhino Capital
California
$852K -$36.2K -54 -4%
CAG
1058
Csenge Advisory Group
Florida
$847K +$2.68K +4 +0.3%
WJWM
1059
Williams Jones Wealth Management
New York
$842K -$360K -538 -31%
FPF
1060
First Pacific Financial
Washington
$835K +$14.7K +22 +2%
MWA
1061
Meridian Wealth Advisors
Texas
$832K +$2.01K +3 +0.2%
FNA
1062
First National Advisers
Nebraska
$830K +$175K +261 +28%
AOI
1063
Auto-Owners Insurance
Michigan
$829K – – –
GC
1064
Gilbert & Cook
Iowa
$829K +$77.7K +116 +11%
AC
1065
AXQ Capital
New Jersey
$829K +$804K +1,200 New
ORC
1066
O'Rourke & Company
Massachusetts
$827K -$44.9K -67 -5%
BFPW
1067
BOK Financial Private Wealth
Colorado
$825K -$2.68K -4 -0.3%
BTW
1068
Boston Trust Walden
Massachusetts
$820K – – –
CGFA
1069
Colton Groome Financial Advisors
North Carolina
$816K +$293K +438 +59%
1SB
1070
1ST Source Bank
Indiana
$814K -$22.1K -33 -3%
RC
1071
Roundview Capital
New Jersey
$814K +$16.1K +24 +2%
MS
1072
Maven Securities
Jersey
$814K +$789K +1,178 New
LOPW
1073
Live Oak Private Wealth
North Carolina
$810K +$6.03K +9 +0.8%
DWM
1074
Destination Wealth Management
California
$802K -$2.68K -4 -0.3%
UBG
1075
United Bank (Georgia)
Georgia
$800K -$74.3K -111 -9%
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