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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FFMBT
1101
First Farmers & Merchants Bank Trust
Tennessee
$583K +$45.8K +70 +7%
AIM
1102
Anchor Investment Management
South Carolina
$580K -$36K -55 -5%
KCM
1103
KLK Capital Management
California
$576K +$685K +1,046 New
PP
1104
Patron Partners
Texas
$574K +$40.6K +62 +6%
BI
1105
Berkeley Inc
Idaho
$572K +$7.2K +11 +1%
AWA
1106
Alta Wealth Advisors
Massachusetts
$572K +$680K +1,039 New
OAJ
1107
Ogorek Anthony Joseph
New York
$570K -$47.1K -72 -6%
NB
1108
Nicolet Bankshares
Wisconsin
$569K -$33.4K -51 -5%
BCA
1109
Bay Colony Advisors
Massachusetts
$569K -$15.7K -24 -2%
CWP
1110
Concord Wealth Partners
Virginia
$568K +$64.1K +98 +10%
CPSC
1111
Carl P. Sherr & Co
Massachusetts
$564K – – –
SFA
1112
Sequoia Financial Advisors
Ohio
$562K -$66.1K -101 -9%
MAM
1113
Martingale Asset Management
Massachusetts
$562K -$20.3K -31 -3%
CIA
1114
Choate Investment Advisors
Massachusetts
$562K -$9.82K -15 -1%
ZCA
1115
Zeke Capital Advisors
Pennsylvania
$559K -$2.62K -4 -0.4%
TFA
1116
Trinity Financial Advisors
Ohio
$559K +$666K +1,017 New
GL
1117
Graypoint LLC
New York
$556K +$160K +245 +32%
SCA
1118
Stokes Capital Advisors
South Carolina
$555K -$2.84M -4,333 -81%
SCM
1119
Shelton Capital Management
Colorado
$555K – – –
NP
1120
NorthRock Partners
Minnesota
$553K +$128K +195 +24%
DWM
1121
Dakota Wealth Management
Florida
$552K -$239K -365 -27%
USCWA
1122
U.S. Capital Wealth Advisors
Texas
$551K -$92.3K -141 -12%
SIM
1123
Sentry Investment Management
Wisconsin
$550K +$36.7K +56 +6%
CT
1124
Colonial Trust
South Carolina
$550K +$655K +1,000 New
BFA
1125
BMS Financial Advisors
South Dakota
$546K -$12.4K -19 -2%
43 44
45
46 47