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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CSPIA
1201
Cary Street Partners Investment Advisory
Virginia
$605K +$22.8K +27 +4%
RW
1202
Rede Wealth
Virginia
$603K -$55.7K -66 -9%
SG
1203
StoneX Group
New York
$602K +$26.2K +31 +5%
CT
1204
Chicago Trust
Illinois
$602K +$250K +296 +76%
PA
1205
Procyon Advisors
Connecticut
$600K +$27K +32 +5%
CW
1206
CreativeOne Wealth
Kansas
$600K +$189K +224 +49%
CA
1207
CGN Advisors
Kansas
$597K +$3.38K +4 +0.6%
GAM
1208
Gemmer Asset Management
California
$592K +$5.07K +6 +0.9%
NHC
1209
Nicholas Hoffman & Company
Georgia
$587K +$99.7K +118 +21%
HIC
1210
Holderness Investments Company
North Carolina
$586K – – –
AWE
1211
Avidian Wealth Enterprises
Texas
$581K -$30.4K -36 -5%
SFO
1212
Standard Family Office
South Dakota
$581K – – –
EFS
1213
Essex Financial Services
Connecticut
$579K – – –
LWM
1214
Laidlaw Wealth Management
New York
$574K +$4.22K +5 +0.8%
WKWM
1215
Walter & Keenan Wealth Management
Indiana
$571K -$76K -90 -12%
AWM
1216
Aberdeen Wealth Management
Illinois
$570K – – –
GC
1217
GFG Capital
Florida
$570K – – –
BFG
1218
Beacon Financial Group
Texas
$569K +$9.29K +11 +2%
FMTC
1219
Farmers & Merchants Trust Company
California
$569K +$549K +650 New
IWC
1220
Integrated Wealth Concepts
Massachusetts
$567K -$25.3K -30 -4%
IC
1221
Intersect Capital
California
$566K +$32.1K +38 +6%
JWCA
1222
J.W. Cole Advisors
Florida
$563K +$102K +121 +23%
AAM
1223
Aureus Asset Management
Massachusetts
$559K +$540K +639 New
NSIM
1224
North Star Investment Management
Illinois
$556K +$19.4K +23 +4%
IB
1225
Intrust Bank
Kansas
$553K +$106K +125 +25%
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