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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LNB
1101
Ledyard National Bank
$756K +$15.4K +23 +2%
CWS
1102
Cypress Wealth Services
California
$755K +$90.4K +135 +15%
FBC
1103
Fairfield, Bush & Co
Connecticut
$754K – – –
SSWM
1104
Smith Salley Wealth Management
North Carolina
$753K -$47.6K -71 -6%
RMDI
1105
R.M. Davis Inc
Maine
$750K -$186K -278 -20%
TCM
1106
Teza Capital Management
Illinois
$749K -$985K -1,471 -58%
CCA
1107
Cobblestone Capital Advisors
New York
$749K -$26.8K -40 -4%
BCA
1108
Bay Colony Advisors
Massachusetts
$746K +$19.4K +29 +3%
FCP
1109
Fidelis Capital Partners
Florida
$745K +$9.38K +14 +1%
CFP
1110
Catalyst Financial Partners
Massachusetts
$743K +$140K +209 +24%
VCA
1111
Verdence Capital Advisors
Maryland
$743K +$50.9K +76 +8%
GSEP
1112
Golden State Equity Partners
California
$740K +$468K +699 +188%
SIM
1113
Sentry Investment Management
Wisconsin
$736K +$49.6K +74 +7%
MW
1114
Marcum Wealth
Ohio
$731K +$26.1K +39 +4%
FNBOH
1115
First National Bank of Hutchinson
Kansas
$730K +$3.35K +5 +0.5%
AWM
1116
Aries Wealth Management
Maine
$730K +$7.37K +11 +1%
BHWM
1117
Bar Harbor Wealth Management
New Hampshire
$729K -$156K -233 -18%
IAS
1118
Insigneo Advisory Services
Florida
$729K +$707K +1,055 New
MG
1119
Mather Group
Illinois
$726K -$32.8K -49 -4%
GL
1120
Graypoint LLC
New York
$722K -$64.3K -96 -8%
KCM
1121
KLK Capital Management
California
$721K -$28.8K -43 -4%
RWA
1122
Ropes Wealth Advisors
Massachusetts
$720K +$46.2K +69 +7%
CWP
1123
Concord Wealth Partners
Virginia
$719K +$196K +293 +39%
GSB
1124
Greenfield Savings Bank
Massachusetts
$717K – – –
AIA
1125
Angeles Investment Advisors
California
$717K +$299K +447 +76%
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