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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FIB
1176
First Interstate Bank
Montana
$629K -$62.3K -72 -10%
KA
1177
Kozak & Associates
Colorado
$627K – – –
LI
1178
LRI Investments
Florida
$625K -$21.6K -25 -4%
FFG
1179
Fortem Financial Group
California
$625K +$569K +658 New
LFA
1180
Legacy Financial Advisors
Kentucky
$624K +$40.7K +47 +8%
CWP
1181
Concord Wealth Partners
Virginia
$624K +$16.4K +19 +3%
CAM
1182
Cidel Asset Management
Ontario, Canada
$623K – – –
WA
1183
Wealth Alliance
New York
$623K -$15.6K -18 -3%
RTC
1184
Riverview Trust Company
Washington
$622K +$3.46K +4 +0.6%
BAM
1185
Berkshire Asset Management
Pennsylvania
$621K – – –
WAL
1186
W Advisors LLC
Tennessee
$619K +$6.06K +7 +1%
WLG
1187
Williamson Legacy Group
Indiana
$618K +$563K +651 New
ARMT
1188
Amica Retiree Medical Trust
Rhode Island
$614K +$560K +647 New
NHT
1189
New Hampshire Trust
New Hampshire
$610K – – –
TL
1190
Tradewinds LLC
North Carolina
$608K -$865 -1 -0.2%
WMA
1191
West Michigan Advisors
Michigan
$608K +$101K +117 +22%
OWP
1192
Obermeyer Wealth Partners
Colorado
$607K -$11.3K -13 -2%
DWM
1193
Drive Wealth Management
Utah
$605K – – –
PAM
1194
Paradigm Asset Management
New York
$605K – – –
LAS
1195
Legacy Advisory Services
Pennsylvania
$605K +$1.73K +2 +0.3%
WC
1196
Weil Company
California
$604K +$206K +238 +60%
BB
1197
Bell Bank
North Dakota
$603K -$865 -1 -0.2%
OKSA
1198
O'Keefe Stevens Advisory
New York
$598K +$151K +174 +38%
GWM
1199
Geneos Wealth Management
Colorado
$598K +$26.8K +31 +5%
SAM
1200
Strategy Asset Managers
California
$597K +$16.4K +19 +3%
46 47
48
49 50