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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFM
1076
Forum Financial Management
Illinois
$1.04M +$1.04M +1,139 New
HPC
1077
HM Payson & Co
Maine
$1.03M -$36.5K -40 -3%
SCM
1078
Stonebridge Capital Management
California
$1.03M – – –
EWM
1079
EPG Wealth Management
Georgia
$1.03M +$35.6K +39 +4%
MIH
1080
Meitav Investment House
Israel
$1.03M +$1M +1,098 New
SFM
1081
Signet Financial Management
New Jersey
$1.03M -$106K -116 -9%
RCA
1082
Roberts Capital Advisors
Colorado
$1.03M +$1.03M +1,125 New
PWPS
1083
Pinnacle Wealth Planning Services
Ohio
$1.03M +$87.6K +96 +9%
LNB
1084
Ledyard National Bank
$1.03M -$9.13K -10 -0.9%
AAS
1085
Ameritas Advisory Services
Nebraska
$1.01M +$1.01M +1,108 New
UBG
1086
United Bank (Georgia)
Georgia
$1.01M +$21.9K +24 +2%
TBA
1087
Tower Bridge Advisors
Pennsylvania
$1.01M -$15.5K -17 -2%
RWA
1088
Ropes Wealth Advisors
Massachusetts
$1M +$1.82K +2 +0.2%
SWP
1089
Stratos Wealth Partners
Ohio
$1M -$62.1K -68 -6%
FCFC
1090
First Commonwealth Financial Corp
Pennsylvania
$998K +$3.65K +4 +0.4%
SGA
1091
Seaport Global Advisors
Massachusetts
$993K +$990K +1,085 New
AWE
1092
Avidian Wealth Enterprises
Texas
$990K +$311K +341 +46%
MFW
1093
Meristem Family Wealth
Minnesota
$987K – – –
RAM
1094
Redmond Asset Management
Virginia
$982K +$21.9K +24 +2%
KCM
1095
KLK Capital Management
California
$981K -$7.3K -8 -0.7%
ORI
1096
Oak Ridge Investments
Illinois
$978K -$129K -141 -12%
IWC
1097
Integrated Wealth Concepts
Massachusetts
$976K +$188K +206 +24%
CPSC
1098
Carl P. Sherr & Co
Massachusetts
$975K – – –
MIM
1099
MTM Investment Management
South Carolina
$969K – – –
ISWM
1100
Independent Solutions Wealth Management
New York
$964K – – –
42 43
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