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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
NFC
1076
Northeast Financial Consultants
Connecticut
$751K +$160K +220 +28%
EP
1077
Edgestream Partners
New Jersey
$746K -$7.88M -10,863 -92%
BFA
1078
Beaumont Financial Advisors
Massachusetts
$743K +$13.8K +19 +2%
BWM
1079
BigSur Wealth Management
Florida
$741K -$158K -218 -18%
Luther King Capital Management (LKCM)
1080
Luther King Capital Management (LKCM)
Texas
$740K -$54.4K -75 -7%
CPC
1081
Cookson Peirce & Co
Pennsylvania
$740K -$3.63K -5 -0.5%
BHBT
1082
Burke & Herbert Bank & Trust
Virginia
$737K
PA
1083
Probity Advisors
Texas
$737K +$709K +978 New
HBT
1084
Hills Bank & Trust
Iowa
$736K +$708K +976 New
CA
1085
Cambridge Advisors
Nebraska
$735K
STC
1086
Sarah T. Connolly
$732K +$704K +971 New
QCG
1087
Quadrant Capital Group
Ohio
$731K +$14.5K +20 +2%
AFG
1088
Alterity Financial Group
Maine
$724K +$688K +948 New
LSAG
1089
Lake Street Advisors Group
New Hampshire
$718K +$6.53K +9 +1%
SFG
1090
SageGuard Financial Group
Tennessee
$716K +$42.8K +59 +7%
CAS
1091
Cascadia Advisory Services
Oregon
$714K +$687K +947 New
SMH
1092
Sanders Morris Harris
Texas
$713K +$33.4K +46 +5%
JWBC
1093
J.W. Burns & Co
New York
$712K
PFG
1094
PAX Financial Group
Texas
$710K +$16.7K +23 +3%
AB
1095
Atlas Brown
Kentucky
$709K +$9.43K +13 +1%
WPW
1096
Waldron Private Wealth
Pennsylvania
$706K
ACM
1097
AlphaCrest Capital Management
New York
$706K +$236K +326 +53%
RWA
1098
Ropes Wealth Advisors
Massachusetts
$696K +$61.7K +85 +11%
Fiera Capital (Canada)
1099
Fiera Capital (Canada)
Quebec, Canada
$695K -$187K -258 -22%
TIAM2
1100
Tru Independence Asset Management 2
Oregon
$693K +$28.3K +39 +4%