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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCM
1076
Prana Capital Management
Connecticut
$634K +$755K +1,153 New
DWM
1077
Destination Wealth Management
California
$630K -$80.5K -123 -10%
PFG
1078
PAX Financial Group
Texas
$630K +$13.7K +21 +2%
LWAM
1079
Legacy Wealth Asset Management
Minnesota
$628K -$105K -160 -12%
RC
1080
Roundview Capital
New Jersey
$628K +$748K +1,142 New
PFSC
1081
Peoples Financial Services Corp
Pennsylvania
$623K +$3.93K +6 +0.5%
ADIM
1082
Alpha DNA Investment Management
Maryland
$623K +$742K +1,133 New
SCM
1083
Stonebridge Capital Management
California
$621K – – –
MFS
1084
Mirabella Financial Services
United Kingdom
$620K +$719K +1,099 New
RCA
1085
Roberts Capital Advisors
Colorado
$619K – – –
KCM
1086
Kornitzer Capital Management
Kansas
$619K +$16.4K +25 +2%
IB
1087
Intrust Bank
Kansas
$616K +$36.7K +56 +5%
LNB
1088
Ledyard National Bank
$614K +$36.7K +56 +5%
ETH
1089
Exos TFP Holdings
New York
$612K +$729K +1,113 New
AWCI
1090
Alpine Woods Capital Investors
New York
$609K -$201K -307 -22%
RWA
1091
Rainsberger Wealth Advisors
Colorado
$607K +$24.9K +38 +4%
WA1
1092
Wimmer Associates 1
California
$605K – – –
PCIA
1093
Prime Capital Investment Advisors
Kansas
$605K +$720K +1,100 New
GGS
1094
Galvin Gaustad & Stein
Arizona
$604K +$74.6K +114 +12%
FFM
1095
Forum Financial Management
Illinois
$603K +$30.1K +46 +4%
WPC
1096
Wedmont Private Capital
Pennsylvania
$602K -$81.2K -124 -10%
HW
1097
Hancock Whitney
Mississippi
$601K -$36K -55 -5%
JF
1098
Jump Financial
Illinois
$593K +$706K +1,079 New
GSB
1099
Greenfield Savings Bank
Massachusetts
$591K -$3.27K -5 -0.5%
AIA
1100
Alera Investment Advisors
Illinois
$589K +$1.96K +3 +0.3%
42 43
44
45 46