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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
1101
Kornitzer Capital Management
Kansas
$753K – – –
LCM
1102
Legato Capital Management
California
$753K – – –
CCA
1103
Cobblestone Capital Advisors
New York
$751K -$155K -220 -16%
KC
1104
Kingfisher Capital
North Carolina
$751K +$1.41K +2 +0.2%
LWP
1105
Lumature Wealth Partners
Georgia
$751K -$96.5K -137 -11%
TW
1106
TrinityPoint Wealth
Connecticut
$750K +$16.9K +24 +2%
GIM
1107
Groesbeck Investment Management
New Jersey
$749K – – –
AWS
1108
Aspen Wealth Strategies
Colorado
$748K -$14.8K -21 -2%
WPW
1109
Waldron Private Wealth
Pennsylvania
$747K +$105K +149 +15%
DA
1110
Doliver Advisors
Texas
$743K -$144K -204 -16%
ACM
1111
Acrisure Capital Management
Texas
$742K +$781K +1,109 New
WPA
1112
West Paces Advisors
Georgia
$741K -$186K -264 -19%
LSPW
1113
Lake Street Private Wealth
Illinois
$740K +$58.5K +83 +8%
IAM
1114
Innovis Asset Management
Illinois
$737K +$38.7K +55 +5%
TI
1115
Trexquant Investment
Connecticut
$736K +$775K +1,100 New
MG
1116
Mather Group
Illinois
$736K +$56.4K +80 +8%
CT
1117
Colonial Trust
South Carolina
$730K +$51.4K +73 +7%
FBC
1118
Fairfield, Bush & Co
Connecticut
$730K +$769K +1,091 New
KCM
1119
KLK Capital Management
California
$728K +$7.75K +11 +1%
GC
1120
Gilbert & Cook
Iowa
$725K +$8.45K +12 +1%
VV
1121
Verity & Verity
South Carolina
$719K -$28.9K -41 -4%
LNB
1122
Ledyard National Bank
$717K +$3.52K +5 +0.5%
STA
1123
Summit Trail Advisors
New York
$708K +$339K +481 +83%
AIA
1124
Alera Investment Advisors
Illinois
$708K +$11.3K +16 +2%
AWE
1125
Avidian Wealth Enterprises
Texas
$707K -$366K -519 -33%
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