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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BWM
1126
BigSur Wealth Management
Florida
$900K
JDR
1127
Jay D. Rosenbaum
$896K -$169K -185 -16%
BHBT
1128
Burke & Herbert Bank & Trust
Virginia
$896K
FMBTD
1129
First Midwest Bank Trust Division
Illinois
$896K +$119K +130 +15%
LSA
1130
L & S Advisors
California
$894K -$861K -943 -49%
MWM
1131
Mission Wealth Management
California
$894K +$82.1K +90 +10%
EN1L
1132
Engine No 1 LLC
California
$894K +$184K +202 +26%
First Manhattan
1133
First Manhattan
New York
$893K +$10K +11 +1%
JWBC
1134
J.W. Burns & Co
New York
$892K +$4.56K +5 +0.5%
AIP
1135
Almanack Investment Partners
Pennsylvania
$891K -$74.8K -82 -8%
SIA
1136
Schechter Investment Advisors
Michigan
$890K +$887K +972 New
CPC
1137
Cookson Peirce & Co
Pennsylvania
$886K -$13.7K -15 -2%
CFGS
1138
Concourse Financial Group Securities
Alabama
$884K +$34.7K +38 +4%
RWM
1139
Ritholtz Wealth Management
New York
$882K +$141K +154 +19%
RCM
1140
Radnor Capital Management
Pennsylvania
$881K -$59.3K -65 -6%
AB
1141
Atlas Brown
Kentucky
$875K
AO
1142
Advisor OS
Illinois
$871K +$14.6K +16 +2%
V
1143
VeraBank
Texas
$870K +$70.3K +77 +9%
CA
1144
Cambridge Advisors
Nebraska
$869K +$14.6K +16 +2%
GC
1145
Gilbert & Cook
Iowa
$869K +$38.3K +42 +5%
Fiera Capital (Canada)
1146
Fiera Capital (Canada)
Quebec, Canada
$869K +$49.3K +54 +6%
AWM
1147
Aries Wealth Management
Maine
$868K +$13.7K +15 +2%
BSW
1148
Buckingham Strategic Wealth
Missouri
$868K +$36.5K +40 +4%
AFG
1149
Alterity Financial Group
Maine
$868K +$865K +948 New
MWM
1150
Meridian Wealth Management
Kentucky
$867K +$94.9K +104 +12%