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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MFA
1101
Mayflower Financial Advisors
Massachusetts
$963K +$31K +34 +3%
LWA
1102
Lineweaver Wealth Advisors
Ohio
$961K +$45.6K +50 +5%
LSPW
1103
Lake Street Private Wealth
Illinois
$960K -$77.6K -85 -7%
LCM
1104
Liberty Capital Management
Michigan
$956K +$953K +1,044 New
CPO
1105
Cerity Partners OCIO
New York
$951K +$48.4K +53 +5%
WPW
1106
Waldron Private Wealth
Pennsylvania
$947K
CP
1107
CenterBook Partners
Connecticut
$942K +$939K +1,029 New
IB
1108
Intrust Bank
Kansas
$941K +$78.5K +86 +9%
CA
1109
CoreCap Advisors
Michigan
$938K +$934K +1,024 New
WIC
1110
Woodmont Investment Counsel
Tennessee
$936K
Nomura Holdings
1111
Nomura Holdings
Japan
$934K -$2.84M -3,115 -75%
CT
1112
Chicago Trust
Illinois
$929K +$185K +203 +25%
AAMC
1113
Asset Allocation & Management Company
Illinois
$927K +$923K +1,012 New
SCM
1114
Shelton Capital Management
Colorado
$923K
SLWA
1115
San Luis Wealth Advisors
California
$922K -$558K -611 -38%
AWA
1116
Arete Wealth Advisors
Illinois
$918K +$336K +368 +58%
WFC
1117
Western Financial Corp
California
$917K +$106K +116 +13%
BI
1118
Berkeley Inc
Idaho
$917K -$59.3K -65 -6%
MCM
1119
Mengis Capital Management
Oregon
$912K
FPF
1120
First Pacific Financial
Washington
$909K +$23.7K +26 +3%
SG
1121
StoneX Group
New York
$906K +$426K +467 +89%
BFA
1122
Beaumont Financial Advisors
Massachusetts
$906K +$3.65K +4 +0.4%
CPIA
1123
Cornell Pochily Investment Advisors
New York
$905K -$11K -12 -1%
Luther King Capital Management (LKCM)
1124
Luther King Capital Management (LKCM)
Texas
$905K +$73K +80 +9%
OPPTF
1125
OPSEU Pension Plan Trust Fund
Ontario, Canada
$902K +$21.9K +24 +3%