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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1151
Perigon Wealth Management
California
$529K +$70.3K +106 +17%
LNC
1152
Lincoln National Corp
Pennsylvania
$528K +$141K +212 +41%
RIG
1153
Renaissance Investment Group
Massachusetts
$527K
HCP
1154
Holt Capital Partners
Texas
$527K +$19.9K +30 +4%
AIC
1155
Ameritas Investment Company
Nebraska
$524K +$482K +727 New
FMB
1156
Field & Main Bank
Kentucky
$517K +$19.9K +30 +4%
BAMCO Inc
1157
BAMCO Inc
New York
$517K +$257K +388 +118%
WWM
1158
Western Wealth Management
Colorado
$514K -$269K -406 -36%
RW
1159
Rede Wealth
Virginia
$514K +$472K +711 New
CB
1160
Community Bank
New York
$513K
CPO
1161
Cerity Partners OCIO
New York
$513K +$31.2K +47 +7%
CF
1162
Centaurus Financial
California
$512K +$139K +210 +42%
CCM
1163
Coldstream Capital Management
Washington
$512K +$140K +211 +42%
ISWM
1164
Independent Solutions Wealth Management
New York
$510K +$222K +335 +90%
DSC
1165
Duncker Streett & Co
Missouri
$508K +$663 +1 +0.1%
WG
1166
Winton Group
United Kingdom
$508K +$467K +704 New
AWE
1167
Avidian Wealth Enterprises
Texas
$507K +$17.9K +27 +4%
CA
1168
CGN Advisors
Kansas
$507K +$466K +702 New
OC
1169
Oakworth Capital
Alabama
$506K -$3.32K -5 -0.7%
MFG
1170
Magnus Financial Group
New York
$505K -$65.7K -99 -12%
ACM
1171
Alethea Capital Management
Washington
$505K
PFSC
1172
Peoples Financial Services Corp
Pennsylvania
$505K
AFS
1173
Aft Forsyth & Sober
Florida
$505K +$464K +700 New
RFMS
1174
RWQ Financial Management Services
Florida
$505K +$464K +700 New
BCM
1175
Bluefin Capital Management
New York
$503K +$462K +697 New