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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WA
1151
Wealth Alliance
New York
$705K -$34.6K -41 -5%
VCA
1152
Verdence Capital Advisors
Maryland
$705K -$7.6K -9 -1%
PAMP
1153
Polar Asset Management Partners
Ontario, Canada
$705K +$681K +806 New
NCG
1154
Newport Capital Group
New Jersey
$704K – – –
SFA
1155
Sequoia Financial Advisors
Ohio
$703K +$11K +13 +2%
TC
1156
Trust Company
Kansas
$701K -$65.9K -78 -9%
FMB
1157
Field & Main Bank
Kentucky
$699K +$31.3K +37 +5%
FBFS
1158
First Business Financial Services
Wisconsin
$699K +$59.1K +70 +10%
BAM
1159
Belpointe Asset Management
Nevada
$697K -$1.57M -1,853 -70%
TAIM
1160
TD Ameritrade Investment Management
Nebraska
$697K +$37.2K +44 +6%
SAM
1161
Smithbridge Asset Management
Pennsylvania
$694K +$11K +13 +2%
RIA
1162
Realta Investment Advisors
Delaware
$690K +$21.1K +25 +3%
CCM
1163
Coldstream Capital Management
Washington
$689K +$43.1K +51 +7%
BPB
1164
Badgley, Phelps & Bell
Washington
$687K – – –
RWA
1165
Ropes Wealth Advisors
Massachusetts
$686K -$34.6K -41 -5%
IC
1166
Inscription Capital
Texas
$685K -$2.3M -2,721 -78%
PWP
1167
Principle Wealth Partners
Connecticut
$685K – – –
HCP
1168
Holt Capital Partners
Texas
$682K – – –
CFGS
1169
Concourse Financial Group Securities
Alabama
$682K +$92.1K +109 +16%
ECM
1170
Ensemble Capital Management
California
$680K +$15.2K +18 +2%
IWA
1171
IBEX Wealth Advisors
New Jersey
$679K +$655K +776 New
V
1172
VeraBank
Texas
$677K +$155K +183 +31%
CA
1173
Crumly & Associates
Illinois
$676K +$303K +359 +87%
TCM
1174
Tributary Capital Management
Nebraska
$675K -$37.2K -44 -5%
IF
1175
Intrua Financial
Texas
$669K -$63.3K -75 -9%
45 46
47
48 49