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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IWP
1126
Icon Wealth Partners
Texas
$715K -$1.55M -2,320 -69%
FTWA
1127
Fifth Third Wealth Advisors
Ohio
$715K +$234K +350 +51%
CT
1128
Chicago Trust
Illinois
$714K -$14.1K -21 -2%
FWM
1129
Forza Wealth Management
Florida
$713K – – –
SIA
1130
Schechter Investment Advisors
Michigan
$710K +$22.8K +34 +3%
AWA
1131
Alta Wealth Advisors
Massachusetts
$710K -$2.68K -4 -0.4%
TCOT
1132
Trust Company of Toledo
Ohio
$709K -$90.4K -135 -12%
CPSC
1133
Carl P. Sherr & Co
Massachusetts
$708K – – –
MIM
1134
Morningstar Investment Management
Illinois
$706K +$352K +526 +106%
BI
1135
Berkeley Inc
Idaho
$705K -$16.1K -24 -2%
MMA
1136
Miracle Mile Advisors
California
$705K -$122K -182 -15%
GAAM
1137
Guinness Atkinson Asset Management
California
$704K +$102K +152 +18%
BSW
1138
Buckingham Strategic Wealth
Missouri
$704K -$188K -280 -22%
RGI
1139
River Global Investors
United Kingdom
$702K +$288K +430 +73%
MM
1140
MQS Management
New York
$702K +$256K +382 +60%
CTA
1141
Colonial Trust Advisors
South Carolina
$701K -$670 -1 -0.1%
MCM
1142
Mendel Capital Management
Arkansas
$700K +$9.38K +14 +1%
LIM
1143
Loudon Investment Management
New Hampshire
$698K – – –
SCM
1144
Shelton Capital Management
Colorado
$697K -$3.35K -5 -0.5%
FIB
1145
First Interstate Bank
Montana
$694K -$153K -229 -19%
BFA
1146
Beaumont Financial Advisors
Massachusetts
$693K +$24.1K +36 +4%
FCA
1147
Fortis Capital Advisors
Kansas
$691K -$6.7K -10 -1%
DA
1148
Dover Advisors
Virginia
$690K +$4.69K +7 +0.7%
DWA
1149
Douglass Winthrop Advisors
New York
$688K – – –
NB
1150
Nicolet Bankshares
Wisconsin
$686K +$230K +344 +32%
44 45
46
47 48