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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BHBT
1151
Burke & Herbert Bank & Trust
Virginia
$667K -$39.8K -46 -6%
JFA
1152
JNBA Financial Advisors
Minnesota
$662K – – –
SAM
1153
Smithbridge Asset Management
Pennsylvania
$662K -$86.5K -100 -13%
S
1154
Sachetta
Massachusetts
$660K +$30.3K +35 +5%
UCI
1155
Uncommon Cents Investing
Wisconsin
$660K +$21.6K +25 +4%
JCM
1156
Jacobi Capital Management
Pennsylvania
$660K +$10.4K +12 +2%
SL
1157
Summitry LLC
California
$656K +$182K +210 +44%
RW
1158
Rede Wealth
Virginia
$656K +$865 +1 +0.1%
FFO
1159
Fiduciary Family Office
Florida
$656K -$518K -598 -46%
QC
1160
Quent Capital
New York
$655K +$7.79K +9 +1%
JSW
1161
Journey Strategic Wealth
New Jersey
$654K +$70.1K +81 +13%
PGWM
1162
Parisi Gray Wealth Management
New Jersey
$652K +$3.46K +4 +0.6%
USCWA
1163
U.S. Capital Wealth Advisors
Texas
$652K +$26.8K +31 +5%
BI
1164
Berkeley Inc
Idaho
$648K +$295K +341 +100%
LA
1165
LVW Advisors
New York
$648K +$15.6K +18 +3%
APIM
1166
Agate Pass Investment Management
Washington
$645K +$21.6K +25 +4%
IF
1167
Intrua Financial
Texas
$642K -$60.6K -70 -9%
KAM
1168
Knightsbridge Asset Management
California
$637K +$24.2K +28 +4%
SIM
1169
Sentry Investment Management
Wisconsin
$636K – – –
SSA
1170
Sierra Summit Advisors
Nevada
$635K +$119K +137 +26%
AF
1171
Advisornet Financial
Minnesota
$634K +$76.2K +88 +15%
KP
1172
Keel Point
Alabama
$632K -$66.6K -77 -10%
BBNA
1173
Bremer Bank National Association
Minnesota
$631K -$32.9K -38 -5%
WAAG
1174
Wealth Alliance Advisory Group
Kansas
$630K +$575K +664 New
WGCA
1175
Wolf Group Capital Advisors
Virginia
$630K +$73.6K +85 +10%
45 46
47
48 49