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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPM
1201
Hoxton Planning & Management
West Virginia
$562K +$2.79K +4 +0.5%
FCFC
1202
First Commonwealth Financial Corp
Pennsylvania
$561K -$5.59K -8 -0.9%
IFG
1203
Independent Financial Group
California
$559K +$4.19K +6 +0.7%
PCM
1204
Prelude Capital Management
New York
$557K +$323K +463 +116%
JWBC
1205
J.W. Burns & Co
New York
$556K – – –
TPW
1206
Transatlantique Private Wealth
New York
$555K +$699 +1 +0.1%
GC
1207
Grimes & Company
Massachusetts
$555K -$36.3K -52 -6%
CQS
1208
Credential Qtrade Securities
$554K -$699 -1 -0.1%
MC
1209
Middleton & Co
Massachusetts
$553K +$59.4K +85 +11%
FIB
1210
First Interstate Bank
Montana
$551K -$105K -151 -15%
V
1211
VeraBank
Texas
$551K -$4.19K -6 -0.7%
PCS
1212
Personal CFO Solutions
New Jersey
$548K +$36.3K +52 +7%
EWA
1213
Etesian Wealth Advisors
Oregon
$548K +$1.4K +2 +0.2%
IFU
1214
iSAM Funds (UK)
United Kingdom
$548K +$592K +848 New
FWP
1215
FAS Wealth Partners
Kansas
$545K +$26.5K +38 +5%
CFGS
1216
Concourse Financial Group Securities
Alabama
$544K -$6.29K -9 -1%
RGC
1217
Roberts, Glore & Co
Illinois
$540K -$27.9K -40 -5%
ECM
1218
Ensemble Capital Management
California
$540K +$10.5K +15 +2%
RWA
1219
Ropes Wealth Advisors
Massachusetts
$540K -$144K -206 -20%
ADL
1220
Asset Dedication LLC
California
$538K -$18.9K -27 -3%
FBFS
1221
First Business Financial Services
Wisconsin
$537K +$9.08K +13 +2%
WMA
1222
West Michigan Advisors
Michigan
$534K +$25.8K +37 +5%
PWMG
1223
Prestige Wealth Management Group
New Jersey
$533K +$286K +410 +99%
NSB
1224
Norway Savings Bank
Maine
$533K +$302K +433 +110%
1IA
1225
1834 Investment Advisors
Wisconsin
$533K +$199K +285 +53%
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