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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1151
Sequoia Financial Advisors
Ohio
$703K +$11K +13 +2%
TC
1152
Trust Company
Kansas
$701K -$65.9K -78 -9%
FMB
1153
Field & Main Bank
Kentucky
$699K +$31.3K +37 +5%
FBFS
1154
First Business Financial Services
Wisconsin
$699K +$59.1K +70 +10%
BAM
1155
Belpointe Asset Management
Nevada
$697K -$1.57M -1,853 -70%
TAIM
1156
TD Ameritrade Investment Management
Nebraska
$697K +$37.2K +44 +6%
SAM
1157
Smithbridge Asset Management
Pennsylvania
$694K +$11K +13 +2%
RIA
1158
Realta Investment Advisors
Delaware
$690K +$21.1K +25 +3%
CCM
1159
Coldstream Capital Management
Washington
$689K +$43.1K +51 +7%
BPB
1160
Badgley, Phelps & Bell
Washington
$687K – – –
RWA
1161
Ropes Wealth Advisors
Massachusetts
$686K -$34.6K -41 -5%
IC
1162
Inscription Capital
Texas
$685K -$2.3M -2,721 -78%
PWP
1163
Principle Wealth Partners
Connecticut
$685K – – –
HCP
1164
Holt Capital Partners
Texas
$682K – – –
CFGS
1165
Concourse Financial Group Securities
Alabama
$682K +$92.1K +109 +16%
ECM
1166
Ensemble Capital Management
California
$680K +$15.2K +18 +2%
IWA
1167
IBEX Wealth Advisors
New Jersey
$679K +$655K +776 New
V
1168
VeraBank
Texas
$677K +$155K +183 +31%
CA
1169
Crumly & Associates
Illinois
$676K +$303K +359 +87%
TCM
1170
Tributary Capital Management
Nebraska
$675K -$37.2K -44 -5%
IF
1171
Intrua Financial
Texas
$669K -$63.3K -75 -9%
HFAS
1172
Hummer Financial Advisory Services
Illinois
$669K – – –
OC
1173
Oakworth Capital
Alabama
$663K +$19.4K +23 +3%
RWM
1174
Ritholtz Wealth Management
New York
$662K +$207K +245 +48%
AIM
1175
Allen Investment Management
New York
$656K -$448K -530 -41%
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