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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AOI
1076
Auto-Owners Insurance
Michigan
$803K – – –
BFPW
1077
BOK Financial Private Wealth
Colorado
$801K -$1.72M -2,443 -67%
IWC
1078
Integrated Wealth Concepts
Massachusetts
$799K +$232K +329 +38%
FPF
1079
First Pacific Financial
Washington
$794K -$41.6K -59 -5%
BTW
1080
Boston Trust Walden
Massachusetts
$794K +$229K +325 +38%
MFG
1081
MidWestOne Financial Group
Iowa
$791K -$116K -165 -12%
FHA
1082
Flagship Harbor Advisors
Massachusetts
$788K -$9.86K -14 -1%
JE
1083
JMAC Enterprises
Pennsylvania
$781K +$565K +802 +220%
DWM
1084
Destination Wealth Management
California
$779K +$7.04K +10 +0.9%
AI
1085
Atom Investors
Texas
$779K +$426K +605 +108%
LOPW
1086
Live Oak Private Wealth
North Carolina
$778K +$1.41K +2 +0.2%
VSQM
1087
V-Square Quantitative Management
Illinois
$778K +$819K +1,163 New
TCOT
1088
Trust Company of Toledo
Ohio
$777K -$5.63K -8 -0.7%
SSWM
1089
Smith Salley Wealth Management
North Carolina
$777K -$41.6K -59 -5%
NSIM
1090
North Star Investment Management
Illinois
$774K +$337K +478 +70%
RC
1091
Roundview Capital
New Jersey
$772K +$26.1K +37 +3%
SIA
1092
Schear Investment Advisers
Ohio
$772K -$40.2K -57 -5%
WIC
1093
Woodmont Investment Counsel
Tennessee
$771K -$3.52K -5 -0.4%
ETH
1094
Exos TFP Holdings
New York
$767K +$414K +588 +105%
GL
1095
Graypoint LLC
New York
$763K +$97.2K +138 +14%
RTC
1096
Riverview Trust Company
Washington
$763K -$134K -190 -14%
LWAM
1097
Legacy Wealth Asset Management
Minnesota
$761K -$704 -1 -0.1%
PFSC
1098
Peoples Financial Services Corp
Pennsylvania
$761K +$3.52K +5 +0.4%
SAM
1099
Sompo Asset Management
Japan
$756K +$49.3K +70 +7%
SCM
1100
Stonebridge Capital Management
California
$755K – – –
42 43
44
45 46