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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
1201
TRB Wealth Management
Texas
$987K +$1.08M +1,026 New
RIL
1202
Rothschild Investment LLC
Illinois
$985K +$261K +248 +32%
PHIC
1203
Pine Haven Investment Counsel
Massachusetts
$975K -$1.05K -1 -0.1%
IAIM
1204
International Assets Investment Management
Florida
$975K -$64.2K -61 -6%
GS
1205
GTS Securities
Florida
$974K -$1.13M -1,078 -52%
WA
1206
Waddell & Associates
Tennessee
$973K +$1.06M +1,012 New
GPWM
1207
Grant Private Wealth Management
California
$972K +$51.6K +49 +5%
EPIM
1208
Evelyn Partners Investment Management
$968K +$62.1K +59 +6%
LS
1209
Livforsakringsbolaget Skandia
Sweden
$966K – – –
TBA
1210
Tower Bridge Advisors
Pennsylvania
$965K – – –
LFG
1211
Larson Financial Group
Missouri
$964K +$209K +199 +25%
JC
1212
JBF Capital
Colorado
$962K +$1.05M +1,000 New
QIM
1213
Quantitative Investment Management
Virginia
$961K +$1.05M +1,000 New
FWM
1214
Forza Wealth Management
Florida
$961K – – –
PCP
1215
Perbak Capital Partners
United Kingdom
$961K +$690K +656 +191%
TSMHT
1216
Thurston Springer Miller Herd & Titak
Indiana
$961K -$182K -173 -15%
MCM
1217
Mendel Capital Management
Arkansas
$959K +$1.05M +997 New
MA
1218
MCF Advisors
Kentucky
$958K +$351K +334 +50%
BFO
1219
Biltmore Family Office
North Carolina
$957K +$188K +179 +22%
AF
1220
Aviso Financial
Ontario, Canada
$957K -$104K -99 -9%
CAMG
1221
CWA Asset Management Group
Florida
$956K +$236K +224 +29%
PCA
1222
Prosperity Capital Advisors
Ohio
$951K -$107K -102 -9%
MWA
1223
Meridian Wealth Advisors
Texas
$949K -$53.7K -51 -5%
CAMV
1224
Concord Asset Management (Virginia)
Virginia
$946K +$162K +154 +19%
RCAG
1225
Rehmann Capital Advisory Group
Michigan
$946K -$190K -181 -16%
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