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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LPT
1151
Legacy Private Trust
Wisconsin
$689K +$737K +822 New
RSWM
1152
Robertson Stephens Wealth Management
California
$687K -$174K -194 -19%
CS
1153
Comerica Securities
Michigan
$683K -$15.2K -17 -2%
RGC
1154
Roberts, Glore & Co
Illinois
$683K – – –
FMB
1155
Field & Main Bank
Kentucky
$681K +$11.6K +13 +2%
CT
1156
Chicago Trust
Illinois
$681K +$111K +124 +18%
PA
1157
Procyon Advisors
Connecticut
$681K +$114K +127 +19%
CA
1158
Claro Advisors
Massachusetts
$680K +$2.69K +3 +0.4%
RWM
1159
Ritholtz Wealth Management
New York
$679K +$46.6K +52 +7%
S
1160
Seeyond
France
$679K +$403K +450 +125%
VCM
1161
Virtue Capital Management
Tennessee
$678K -$25.1K -28 -3%
FAIM
1162
Financial Advocates Investment Management
Washington
$675K -$143K -160 -17%
NCG
1163
Newport Capital Group
New Jersey
$675K – – –
WA
1164
Wealth Alliance
New York
$670K -$7.17K -8 -1%
FBFS
1165
First Business Financial Services
Wisconsin
$670K – – –
TC
1166
Trust Company
Kansas
$668K -$4.48K -5 -0.6%
SAM
1167
Smithbridge Asset Management
Pennsylvania
$665K – – –
PWP
1168
Principle Wealth Partners
Connecticut
$665K +$8.96K +10 +1%
BTWM
1169
Baker Tilly Wealth Management
Wisconsin
$665K +$181K +202 +34%
NIM
1170
NuWave Investment Management
New Jersey
$663K +$709K +791 New
CAS
1171
Cascadia Advisory Services
Oregon
$662K -$115K -128 -14%
BPWM
1172
Badgley Phelps Wealth Managers
Washington
$660K +$705K +787 New
HCP
1173
Holt Capital Partners
Texas
$654K – – –
AWA
1174
Aaron Wealth Advisors
Illinois
$654K +$36.7K +41 +6%
EN1L
1175
Engine No 1 LLC
California
$649K +$296K +330 +74%
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