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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFSC
1076
Peoples Financial Services Corp
Pennsylvania
$394K – – –
HCP
1077
Holt Capital Partners
Texas
$394K +$399K +700 New
BPB
1078
Badgley, Phelps & Bell
Washington
$389K +$14.8K +26 +4%
III
1079
Independent Investors Inc
New York
$388K – – –
FMB
1080
Field & Main Bank
Kentucky
$387K +$14.3K +25 +4%
LWM
1081
Lyell Wealth Management
California
$385K – – –
PB
1082
Pinnacle Bancorp
Nebraska
$384K -$139K -244 -26%
PWP
1083
Principle Wealth Partners
Connecticut
$384K -$22.8K -40 -6%
PGWM
1084
Parisi Gray Wealth Management
New Jersey
$383K – – –
AWE
1085
Avidian Wealth Enterprises
Texas
$380K -$2.28K -4 -0.6%
SC
1086
SouthState Corp
Florida
$378K -$197K -345 -34%
STA
1087
Summit Trail Advisors
New York
$376K +$325K +570 New
FFG
1088
Frisch Financial Group
New York
$375K – – –
FWM
1089
Frontier Wealth Management
Missouri
$375K +$571 +1 +0.2%
FCBT
1090
First Citizens Bank & Trust
North Carolina
$375K +$6.28K +11 +2%
KFA
1091
Krane Funds Advisors
New York
$374K -$29.7K -52 -7%
CPO
1092
Cerity Partners OCIO
New York
$374K +$64.5K +113 +21%
GIA
1093
Gladstone Institutional Advisory
Florida
$373K +$378K +662 New
EFS
1094
Essex Financial Services
Connecticut
$371K +$144K +252 +62%
IWM
1095
IHT Wealth Management
Illinois
$370K +$126K +221 +51%
MYLI
1096
Meiji Yasuda Life Insurance
Japan
$369K -$30.8K -54 -8%
HIC
1097
Holderness Investments Company
North Carolina
$369K – – –
AWM
1098
Aberdeen Wealth Management
Illinois
$366K -$79.3K -139 -18%
TPWA
1099
TRUE Private Wealth Advisors
Oregon
$363K -$4.56K -8 -1%
FBFS
1100
First Business Financial Services
Wisconsin
$363K – – –
42 43
44
45 46