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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TPW
1201
Transatlantique Private Wealth
New York
$684K -$11.9K -17 -2%
HPM
1202
Hoxton Planning & Management
West Virginia
$682K -$20.9K -30 -3%
TSS
1203
Two Sigma Securities
New York
$681K -$725K -1,038 -55%
RGC
1204
Roberts, Glore & Co
Illinois
$677K -$1.4K -2 -0.2%
AAM
1205
Aureus Asset Management
Massachusetts
$677K +$18.8K +27 +3%
NFA
1206
Northern Financial Advisors
Michigan
$677K +$193K +276 +49%
CQS
1207
Credential Qtrade Securities
$675K -$18.1K -26 -3%
FBFS
1208
First Business Financial Services
Wisconsin
$674K
NBT
1209
Northwest Bank & Trust
Iowa
$673K +$579K +829 New
RWM
1210
Rockline Wealth Management
New York
$668K +$575K +823 New
QPBE
1211
Quintet Private Bank (Europe)
Luxembourg
$668K -$1M -1,435 -64%
FWP
1212
FAS Wealth Partners
Kansas
$667K -$15.4K -22 -3%
KIA
1213
KLR Investment Advisors
Rhode Island
$662K +$27.9K +40 +5%
BCM
1214
Boltwood Capital Management
California
$662K +$62.1K +89 +12%
FAM
1215
Formidable Asset Management
Ohio
$659K
FFO
1216
Fortitude Family Office
Arizona
$656K +$564K +808 New
FIB
1217
First Interstate Bank
Montana
$655K -$32.1K -46 -5%
SIM
1218
Sentry Investment Management
Wisconsin
$655K -$5.58K -8 -1%
EWA
1219
Etesian Wealth Advisors
Oregon
$652K -$33.5K -48 -6%
CA
1220
Cullinan Associates
Kentucky
$649K
PI
1221
Parkside Investments
Illinois
$649K +$558K +800 New
MIM
1222
MTM Investment Management
South Carolina
$649K -$12.6K -18 -2%
JFA
1223
JNBA Financial Advisors
Minnesota
$647K -$17.5K -25 -3%
AWE
1224
Avidian Wealth Enterprises
Texas
$644K +$2.09K +3 +0.4%
Los Angeles Capital Management
1225
Los Angeles Capital Management
California
$644K -$2.57M -3,686 -82%