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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1251
SeaCrest Wealth Management
New York
$651K -$4.02K -5 -0.6%
FDP
1252
Financiere des Professionnels
Quebec, Canada
$650K -$80.3K -100 -11%
LT
1253
Legacy Trust
Michigan
$649K +$5.62K +7 +0.9%
EWA
1254
Etesian Wealth Advisors
Oregon
$647K -$19.3K -24 -3%
HFAS
1255
Hummer Financial Advisory Services
Illinois
$646K +$20.1K +25 +3%
BIA
1256
BHK Investment Advisors
Alabama
$643K +$418K +520 +207%
SAM
1257
Smithbridge Asset Management
Pennsylvania
$642K
SPL
1258
Smart Portfolios LLC
Washington
$642K +$20.1K +25 +3%
FIB
1259
First Interstate Bank
Montana
$641K -$30.5K -38 -5%
NB
1260
Nicolet Bankshares
Wisconsin
$640K +$5.62K +7 +0.9%
OC
1261
Oakworth Capital
Alabama
$635K -$13.7K -17 -2%
PI
1262
PEAK6 Investments
Illinois
$631K -$724K -901 -54%
PSB
1263
Passumpsic Savings Bank
Vermont
$630K +$607K +756 New
KIA
1264
KLR Investment Advisors
Rhode Island
$630K +$10.4K +13 +2%
WGCA
1265
Wolf Group Capital Advisors
Virginia
$630K
WMP
1266
Wealth Management Partners
Arizona
$628K -$28.9K -36 -5%
Dodge & Cox
1267
Dodge & Cox
California
$625K
GWM
1268
Glass Wealth Management
Texas
$625K +$603K +750 New
FPAS
1269
Focus Partners Advisor Solutions
Missouri
$625K +$374K +466 +165%
BHBT
1270
Burke & Herbert Bank & Trust
Virginia
$624K -$24.1K -30 -4%
NBT
1271
Northwest Bank & Trust
Iowa
$623K -$3.21K -4 -0.5%
IF
1272
Intrua Financial
Texas
$622K -$7.23K -9 -1%
NHC
1273
Nicholas Hoffman & Company
Georgia
$622K +$44.2K +55 +8%
FMWA
1274
Forvis Mazars Wealth Advisors
Missouri
$614K +$109K +136 +23%
CWP
1275
Concord Wealth Partners
Virginia
$612K -$8.84K -11 -1%