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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PWPS
1151
Pinnacle Wealth Planning Services
Ohio
$801K +$25K +32 +3%
TP
1152
Tranquility Partners
Tennessee
$798K +$8.58K +11 +1%
CT
1153
Colonial Trust
South Carolina
$798K +$37.5K +48 +5%
KC
1154
Kingfisher Capital
North Carolina
$796K – – –
BFA
1155
Beaumont Financial Advisors
Massachusetts
$794K +$780 +1 +0.1%
BP
1156
BBR Partners
New York
$794K -$634K -813 -45%
CG
1157
Cynosure Group
Utah
$788K +$144K +184 +23%
CWS
1158
Cypress Wealth Services
California
$785K -$19.5K -25 -2%
BIG
1159
Brooklyn Investment Group
New York
$784K – – –
M
1160
MOTCO
Texas
$783K +$35.9K +46 +5%
SC
1161
SouthState Corp
Florida
$783K +$521K +668 +205%
CF
1162
Convergence Financial
Missouri
$781K +$774K +992 New
MC
1163
Machina Capital
France
$780K +$773K +991 New
CTA
1164
Colonial Trust Advisors
South Carolina
$777K -$2.34K -3 -0.3%
LNB
1165
Ledyard National Bank
$765K -$32.8K -42 -4%
LAS
1166
LWM Advisory Services
Florida
$764K +$18.7K +24 +3%
RCM
1167
Raleigh Capital Management
North Carolina
$762K -$780 -1 -0.1%
BW
1168
Bison Wealth
Georgia
$756K – – –
AAM
1169
Aureus Asset Management
Massachusetts
$746K +$67.1K +86 +10%
CBT
1170
Central Bank & Trust
Kentucky
$746K -$191K -245 -21%
BSW
1171
Buckingham Strategic Wealth
Missouri
$745K +$47.6K +61 +7%
TCM
1172
Teza Capital Management
Illinois
$744K -$1.68M -2,151 -69%
MCM
1173
Mendel Capital Management
Arkansas
$744K -$10.1K -13 -1%
RGI
1174
River Global Investors
United Kingdom
$740K -$9.36K -12 -1%
EFS
1175
Essex Financial Services
Connecticut
$740K +$155K +199 +30%