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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Alera Investment Advisors
1101
Alera Investment Advisors
Illinois
$589K +$1.96K +3 +0.3%
FFMBT
1102
First Farmers & Merchants Bank Trust
Tennessee
$583K +$45.8K +70 +7%
Anchor Investment Management
1103
Anchor Investment Management
South Carolina
$580K -$36K -55 -5%
KCM
1104
KLK Capital Management
California
$576K +$685K +1,046 New
PP
1105
Patron Partners
Texas
$574K +$40.6K +62 +6%
BI
1106
Berkeley Inc
Idaho
$572K +$7.2K +11 +1%
AWA
1107
Alta Wealth Advisors
Massachusetts
$572K +$680K +1,039 New
OAJ
1108
Ogorek Anthony Joseph
New York
$570K -$47.1K -72 -6%
Nicolet Bankshares
1109
Nicolet Bankshares
Wisconsin
$569K -$33.4K -51 -5%
Bay Colony Advisors
1110
Bay Colony Advisors
Massachusetts
$569K -$15.7K -24 -2%
Concord Wealth Partners
1111
Concord Wealth Partners
Virginia
$568K +$64.1K +98 +10%
CPSC
1112
Carl P. Sherr & Co
Massachusetts
$564K – – –
Sequoia Financial Advisors
1113
Sequoia Financial Advisors
Ohio
$562K -$66.1K -101 -9%
Martingale Asset Management
1114
Martingale Asset Management
Massachusetts
$562K -$20.3K -31 -3%
Choate Investment Advisors
1115
Choate Investment Advisors
Massachusetts
$562K -$9.8K -15 -1%
Zeke Capital Advisors
1116
Zeke Capital Advisors
Pennsylvania
$559K -$2.62K -4 -0.4%
TFA
1117
Trinity Financial Advisors
Ohio
$559K +$666K +1,017 New
Graypoint LLC
1118
Graypoint LLC
New York
$556K +$160K +245 +32%
SCA
1119
Stokes Capital Advisors
South Carolina
$555K -$2.84M -4,333 -81%
Shelton Capital Management
1120
Shelton Capital Management
Colorado
$555K – – –
NorthRock Partners
1121
NorthRock Partners
Minnesota
$553K +$128K +195 +24%
Dakota Wealth Management
1122
Dakota Wealth Management
Florida
$552K -$239K -365 -27%
U.S. Capital Wealth Advisors
1123
U.S. Capital Wealth Advisors
Texas
$551K -$92.3K -141 -12%
SIM
1124
Sentry Investment Management
Wisconsin
$550K +$36.7K +56 +6%
Colonial Trust
1125
Colonial Trust
South Carolina
$550K +$655K +1,000 New