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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
KA
1101
Kaizen Advisory
Illinois
$62K +$58.3K +120 New
RFA
1102
Reilly Financial Advisors
California
$61K -$5.35K -11 -8%
LF
1103
Lee Financial
Texas
$60K +$28.2K +58 +100%
HFP
1104
Holistic Financial Partners
Indiana
$60K +$56.9K +117 New
RIA
1105
RPG Investment Advisory
California
$58K – – –
CFA
1106
Carroll Financial Associates
North Carolina
$57K – – –
BBHC
1107
Brown Brothers Harriman & Co
New York
$53K +$18.5K +38 +58%
SQA
1108
Simon Quick Advisors
New Jersey
$53K +$21.9K +45 +90%
FMB
1109
Field & Main Bank
Kentucky
$52K +$49.6K +102 New
Lazard Asset Management
1110
Lazard Asset Management
New York
$51K – – –
DCM
1111
Delpha Capital Management
New York
$51K +$48.6K +100 New
SIAS
1112
Shine Investment Advisory Services
Colorado
$50K +$47.2K +97 New
CHC
1113
City Holding Co
West Virginia
$48K +$19K +39 +71%
PFO
1114
Pathstone Family Office
New Jersey
$46K +$1.46K +3 +4%
LC
1115
Landaas & Company
Wisconsin
$44K – – –
MCM
1116
MV Capital Management
Maryland
$44K – – –
DAM
1117
Delta Asset Management
Tennessee
$42K +$13.6K +28 +53%
WIM
1118
Westside Investment Management
California
$41.3K – – –
EWM
1119
Edge Wealth Management
New York
$41K – – –
WA
1120
WealthTrust-Arizona
Arizona
$39K – – –
BWP
1121
Baldwin Wealth Partners
Massachusetts
$39K +$12.2K +25 +50%
CA
1122
Crewe Advisors
Utah
$39K +$36.5K +75 New
CPIG
1123
Chicago Partners Investment Group
Illinois
$36K +$14.6K +30 +75%
PWPS
1124
Pinnacle Wealth Planning Services
Ohio
$36K +$34.5K +71 New
AIM
1125
Arcadia Investment Management
Michigan
$35K – – –