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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTWM
1176
Baker Tilly Wealth Management
Wisconsin
$803K +$76.7K +84 +11%
LWMM
1177
Legacy Wealth Management (Mississippi)
Mississippi
$802K – – –
FHA
1178
Flagship Harbor Advisors
Massachusetts
$800K +$913 +1 +0.1%
WA1
1179
Wimmer Associates 1
California
$800K +$6.39K +7 +0.8%
DGAM
1180
Desjardins Global Asset Management
Quebec, Canada
$799K +$797K +873 New
PCM
1181
Prelude Capital Management
New York
$798K +$445K +488 +127%
TAIM
1182
TD Ameritrade Investment Management
Nebraska
$792K -$39.2K -43 -5%
HAIM
1183
Hunter Associates Investment Management
Pennsylvania
$792K +$402K +440 +104%
IC
1184
Intersect Capital
California
$786K +$101K +111 +15%
BWM
1185
Buckley Wealth Management
Nevada
$783K +$560K +614 +255%
EPWM
1186
Essex Private Wealth Management
Massachusetts
$778K -$9.13K -10 -1%
RGC
1187
Roberts, Glore & Co
Illinois
$777K +$31.9K +35 +4%
TFO
1188
Tarbox Family Office
California
$774K – – –
PWP
1189
Principle Wealth Partners
Connecticut
$772K +$46.5K +51 +6%
AWA
1190
Aaron Wealth Advisors
Illinois
$772K +$58.4K +64 +8%
FAM
1191
Formidable Asset Management
Ohio
$770K -$4.56K -5 -0.6%
JFA
1192
JNBA Financial Advisors
Minnesota
$764K -$31.9K -35 -4%
CPWA
1193
Cerro Pacific Wealth Advisors
California
$763K -$42K -46 -5%
LNC
1194
Lincoln National Corp
Pennsylvania
$763K +$73.9K +81 +11%
KFA
1195
Krane Funds Advisors
New York
$762K -$199K -218 -21%
BAM
1196
Berkshire Asset Management
Pennsylvania
$761K -$6.39K -7 -0.8%
RWA
1197
Rainsberger Wealth Advisors
Colorado
$760K +$757K +830 New
WDC
1198
Woodward Diversified Capital
California
$755K +$166K +182 +28%
CS
1199
Comerica Securities
Michigan
$753K +$7.3K +8 +1%
QT
1200
Quantamental Technologies
New York
$753K +$242K +265 +48%
46 47
48
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