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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1201
Sound View Wealth Advisors Group
Georgia
$514K +$29.7K +41 +6%
IWC
1202
Integrated Wealth Concepts
Massachusetts
$512K +$157K +217 +47%
CA
1203
CGN Advisors
Kansas
$511K -$17.4K -24 -3%
WWM
1204
Western Wealth Management
Colorado
$510K -$26.1K -36 -5%
GAM
1205
Gemmer Asset Management
California
$506K +$479K +661 +6,610%
HIC
1206
Holderness Investments Company
North Carolina
$505K +$10.9K +15 +2%
BOPW
1207
Brandywine Oak Private Wealth
Pennsylvania
$505K +$21.8K +30 +5%
CFGS
1208
Concourse Financial Group Securities
Alabama
$505K +$151K +208 +45%
AP
1209
Americana Partners
Texas
$503K +$20.3K +28 +4%
CMI
1210
Clare Market Investments
Texas
$502K +$224K +309 +87%
CSPIA
1211
Cary Street Partners Investment Advisory
Virginia
$501K -$201K -277 -29%
SFO
1212
Standard Family Office
South Dakota
$501K – – –
CAM
1213
CenterStar Asset Management
Illinois
$498K – – –
BBHC
1214
Brown Brothers Harriman & Co
New York
$496K +$28.3K +39 +6%
SG
1215
StoneX Group
New York
$496K +$58K +80 +14%
PA
1216
Procyon Advisors
Connecticut
$493K +$24.7K +34 +5%
GC
1217
GFG Capital
Florida
$492K +$5.08K +7 +1%
FWP
1218
FAS Wealth Partners
Kansas
$492K +$26.8K +37 +6%
AWM
1219
Aberdeen Wealth Management
Illinois
$491K -$29.7K -41 -6%
LWM
1220
Laidlaw Wealth Management
New York
$491K +$72.5K +100 +18%
FHB
1221
First Hawaiian Bank
Hawaii
$489K -$5.8K -8 -1%
CRCM
1222
Corbett Road Capital Management
Virginia
$484K +$97.9K +135 +27%
CPIG
1223
Chicago Partners Investment Group
Illinois
$482K +$68.2K +94 +19%
CL
1224
CPWM LLC
Washington
$480K -$26.8K -37 -5%
BFG
1225
Beacon Financial Group
Texas
$479K – – –
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