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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AB
1076
Atlas Brown
Kentucky
$670K
CLOS
1077
Compagnie Lombard Odier SCmA
Switzerland
$664K
PFG
1078
PAX Financial Group
Texas
$663K -$15.3K -23 -2%
TMAM
1079
Tokio Marine Asset Management
Japan
$660K +$4.64K +7 +0.8%
TFS
1080
Thoroughbred Financial Services
Tennessee
$657K +$15.9K +24 +3%
PWPS
1081
Pinnacle Wealth Planning Services
Ohio
$654K -$24.5K -37 -4%
WIA
1082
Wealthstreet Investment Advisors
Texas
$650K
SMH
1083
Sanders Morris Harris
Texas
$649K
KFA
1084
Krane Funds Advisors
New York
$647K +$155K +234 +35%
LWMM
1085
Legacy Wealth Management (Mississippi)
Mississippi
$647K -$11.3K -17 -2%
SFG
1086
SageGuard Financial Group
Tennessee
$645K +$590K +890 New
GAAM
1087
Guinness Atkinson Asset Management
California
$644K
DACS
1088
Dymon Asia Capital (Singapore)
Singapore
$644K +$592K +893 New
BSW
1089
Buckingham Strategic Wealth
Missouri
$642K +$206K +311 +54%
LC
1090
LCNB Corp
Ohio
$639K +$3.32K +5 +0.6%
CT
1091
Chicago Trust
Illinois
$638K +$121K +182 +26%
EI
1092
Ethic Inc
New York
$637K +$226K +341 +63%
YWP
1093
YorkBridge Wealth Partners
New York
$635K -$3.98K -6 -0.7%
TIAM2
1094
Tru Independence Asset Management 2
Oregon
$635K +$584K +880 New
TA
1095
Tiedemann Advisors
New York
$632K -$338K -510 -37%
ESB
1096
Essex Savings Bank
Connecticut
$632K -$62.3K -94 -10%
WA1
1097
Wimmer Associates 1
California
$631K -$56.4K -85 -9%
FAM
1098
Formidable Asset Management
Ohio
$631K
BBNA
1099
Bremer Bank National Association
Minnesota
$629K -$26.5K -40 -4%
First Manhattan
1100
First Manhattan
New York
$629K