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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EGA
1126
E&G Advisors
Texas
$745K +$796K +888 New
MWM
1127
Mission Wealth Management
California
$744K -$493K -550 -38%
WFC
1128
Western Financial Corp
California
$743K +$896 +1 +0.1%
TFS
1129
Thoroughbred Financial Services
Tennessee
$741K +$896 +1 +0.1%
CPWA
1130
Cerro Pacific Wealth Advisors
California
$737K -$266K -297 -25%
LWMM
1131
Legacy Wealth Management (Mississippi)
Mississippi
$735K – – –
GAAM
1132
Guinness Atkinson Asset Management
California
$733K -$64.5K -72 -8%
V
1133
VeraBank
Texas
$732K +$88.7K +99 +13%
JFA
1134
JNBA Financial Advisors
Minnesota
$729K – – –
WA1
1135
Wimmer Associates 1
California
$727K -$16.1K -18 -2%
LC
1136
LCNB Corp
Ohio
$722K -$17.9K -20 -2%
EPWM
1137
Essex Private Wealth Management
Massachusetts
$721K -$1.79K -2 -0.2%
IWC
1138
Integrated Wealth Concepts
Massachusetts
$721K +$190K +212 +33%
SS
1139
Sunbelt Securities
Texas
$718K – – –
ADL
1140
Asset Dedication LLC
California
$712K -$6.27K -7 -0.8%
FMBTD
1141
First Midwest Bank Trust Division
Illinois
$712K +$17.9K +20 +2%
IA
1142
Insight Advisors
Pennsylvania
$710K -$896 -1 -0.1%
TFO
1143
Tarbox Family Office
California
$709K -$896 -1 -0.1%
FAM
1144
Formidable Asset Management
Ohio
$708K -$5.38K -6 -0.7%
MWM
1145
Meridian Wealth Management
Kentucky
$707K -$8.06K -9 -1%
YWP
1146
YorkBridge Wealth Partners
New York
$704K – – –
BAM
1147
Berkshire Asset Management
Pennsylvania
$703K -$5.38K -6 -0.7%
RE
1148
RBC Europe
United Kingdom
$703K -$173K -193 -19%
VCA
1149
Verdence Capital Advisors
Maryland
$695K +$19.7K +22 +3%
CW
1150
CreativeOne Wealth
Kansas
$695K +$129K +144 +21%
44 45
46
47 48