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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1176
Fulcrum Asset Management
United Kingdom
$561K – – –
WKWM
1177
Walter & Keenan Wealth Management
Indiana
$560K – – –
ISWM
1178
Independent Solutions Wealth Management
New York
$558K +$23.9K +33 +5%
PP
1179
Patron Partners
Texas
$557K +$74K +102 +16%
AWA
1180
Aaron Wealth Advisors
Illinois
$557K +$536K +739 New
ESB
1181
Essex Savings Bank
Connecticut
$556K -$54.4K -75 -9%
CCM
1182
Coldstream Capital Management
Washington
$555K +$19.6K +27 +4%
OC
1183
Oakworth Capital
Alabama
$554K +$24.7K +34 +5%
FFA
1184
Founders Financial Alliance
North Carolina
$551K +$135K +186 +39%
FBFS
1185
First Business Financial Services
Wisconsin
$550K +$60.9K +84 +13%
ACS
1186
Archford Capital Strategies
Illinois
$547K -$1.24M -1,713 -72%
MCM
1187
Murphy Capital Management
New Jersey
$547K +$527K +726 New
DSC
1188
Duncker Streett & Co
Missouri
$546K +$15.2K +21 +3%
CF
1189
Centaurus Financial
California
$544K +$7.98K +11 +2%
TAIM
1190
TD Ameritrade Investment Management
Nebraska
$543K – – –
PB
1191
Pinnacle Bancorp
Nebraska
$542K +$31.2K +43 +6%
RIG
1192
Renaissance Investment Group
Massachusetts
$539K -$10.9K -15 -2%
CB
1193
Community Bank
New York
$536K – – –
HI
1194
Harbour Investments
Wisconsin
$531K +$511K +704 New
CWS
1195
Cypress Wealth Services
California
$529K -$69.6K -96 -12%
AWE
1196
Avidian Wealth Enterprises
Texas
$528K -$1.45K -2 -0.3%
ACM
1197
Alethea Capital Management
Washington
$528K – – –
PFSC
1198
Peoples Financial Services Corp
Pennsylvania
$528K – – –
CBT
1199
Capital Bank & Trust
California
$520K +$120K +165 +31%
WG
1200
Winton Group
United Kingdom
$518K -$12.3K -17 -2%
46 47
48
49 50