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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1126
Cambridge Advisors
Nebraska
$750K +$25K +32 +3%
BHBT
1127
Burke & Herbert Bank & Trust
Virginia
$748K – – –
CA
1128
Claro Advisors
Massachusetts
$748K – – –
PFG
1129
PAX Financial Group
Texas
$745K +$73.4K +94 +11%
WPW
1130
Waldron Private Wealth
Pennsylvania
$742K -$49.2K -63 -6%
NFC
1131
Northeast Financial Consultants
Connecticut
$740K +$188K +240 +33%
STCOSD
1132
Sageworth Trust Company of South Dakota
South Dakota
$737K -$356K -456 -32%
SIA
1133
Schechter Investment Advisors
Michigan
$737K -$6.25K -8 -0.8%
BWM
1134
Buckley Wealth Management
Nevada
$737K +$85.9K +110 +13%
GC
1135
Grimes & Company
Massachusetts
$734K +$23.4K +30 +3%
MWM
1136
Mission Wealth Management
California
$733K -$14.1K -18 -2%
SMH
1137
Sanders Morris Harris
Texas
$732K +$10.2K +13 +1%
BBNA
1138
Bremer Bank National Association
Minnesota
$730K -$1.1M -1,404 -60%
BONST
1139
Bank of Nova Scotia Trust
Ontario, Canada
$730K +$44.5K +57 +6%
AIP
1140
Almanack Investment Partners
Pennsylvania
$729K -$14.8K -19 -2%
BFA
1141
BMS Financial Advisors
South Dakota
$729K +$28.9K +37 +4%
ACA
1142
Aptus Capital Advisors
Alabama
$727K +$315K +403 +74%
FFMBT
1143
First Farmers & Merchants Bank Trust
Tennessee
$723K +$16.4K +21 +2%
IC
1144
Intersect Capital
California
$721K +$66.4K +85 +10%
TFS
1145
Thoroughbred Financial Services
Tennessee
$718K +$46.9K +60 +7%
LNC
1146
Lincoln National Corp
Pennsylvania
$717K +$82K +105 +13%
EWA
1147
EverSource Wealth Advisors
Alabama
$717K +$177K +227 +32%
ADL
1148
Asset Dedication LLC
California
$714K +$45.3K +58 +7%
VWA
1149
V Wealth Advisors
Kansas
$711K -$450K -576 -38%
RCIM
1150
Red Cedar Investment Management
Michigan
$710K -$1.26M -1,615 -63%
44 45
46
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