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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1051
Forum Financial Management
Illinois
$1.02M +$698 +1 +0.1%
OHWA
1052
Oak Hill Wealth Advisors
Virginia
$1.02M – – –
UCB
1053
United Community Bank
South Carolina
$1.01M +$866K +1,240 New
AWM
1054
Aries Wealth Management
Maine
$1M +$122K +175 +16%
CWM
1055
Chesapeake Wealth Management
Virginia
$997K -$67K -96 -7%
BTW
1056
Boston Trust Walden
Massachusetts
$993K +$25.8K +37 +3%
PWM
1057
Perigon Wealth Management
California
$989K +$3.49K +5 +0.4%
CH
1058
Canton Hathaway
Rhode Island
$987K -$55.8K -80 -6%
SRC
1059
Sage Rhino Capital
California
$977K -$4.89K -7 -0.6%
AOI
1060
Auto-Owners Insurance
Michigan
$974K – – –
AAS
1061
Ameritas Advisory Services
Nebraska
$973K +$23K +33 +3%
MFG
1062
MidWestOne Financial Group
Iowa
$966K +$170K +243 +26%
PT
1063
Plimoth Trust
Massachusetts
$964K -$49.6K -71 -6%
FFO
1064
Fiduciary Family Office
Florida
$960K +$825K +1,182 New
DWM
1065
Destination Wealth Management
California
$959K +$20.9K +30 +3%
BCA
1066
Bay Colony Advisors
Massachusetts
$952K +$49.6K +71 +6%
LOPW
1067
Live Oak Private Wealth
North Carolina
$951K – – –
FTWA
1068
Fifth Third Wealth Advisors
Ohio
$950K -$246K -352 -23%
FIM
1069
Freedom Investment Management
Connecticut
$950K -$105K -151 -11%
BJL
1070
Brighton Jones LLC
Washington
$948K -$698 -1 -0.1%
KCM
1071
Kornitzer Capital Management
Kansas
$946K +$11.9K +17 +1%
FPF
1072
First Pacific Financial
Washington
$945K +$1.4K +2 +0.2%
CT
1073
Colonial Trust
South Carolina
$942K +$6.28K +9 +0.8%
BWP
1074
Barlow Wealth Partners
Kentucky
$939K +$808K +1,157 New
TFS
1075
Thoroughbred Financial Services
Tennessee
$937K -$169K -242 -17%
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