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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1251
Powell Investment Advisors
Florida
$726K +$719K +708 New
LFA
1252
Legacy Financial Advisors
Kentucky
$723K +$48.7K +48 +7%
FIM
1253
Freedom Investment Management
Connecticut
$723K +$716K +705 New
WC
1254
Weil Company
California
$722K +$69K +68 +11%
JFA
1255
JNBA Financial Advisors
Minnesota
$720K +$5.08K +5 +0.7%
FFG
1256
Fortem Financial Group
California
$719K +$43.6K +43 +7%
JCM
1257
Jacobi Capital Management
Pennsylvania
$718K +$6.09K +6 +0.9%
NAG
1258
Northstar Advisory Group
New Jersey
$717K +$73.1K +72 +11%
BHBT
1259
Burke & Herbert Bank & Trust
Virginia
$713K -$6.09K -6 -0.9%
UCI
1260
Uncommon Cents Investing
Wisconsin
$712K – – –
MWM
1261
Modern Wealth Management
Kansas
$712K +$312K +307 +79%
RW
1262
Rede Wealth
Virginia
$710K +$1.01K +1 +0.1%
FRA
1263
Frank Rimerman Advisors
California
$706K +$115K +113 +20%
PGWM
1264
Parisi Gray Wealth Management
New Jersey
$704K – – –
S
1265
Sachetta
Massachusetts
$701K -$11.2K -11 -2%
CWM
1266
Centurion Wealth Management
Virginia
$699K +$692K +682 New
JSW
1267
Journey Strategic Wealth
New Jersey
$698K -$8.12K -8 -1%
APIM
1268
Agate Pass Investment Management
Washington
$696K – – –
SIA
1269
SGL Investment Advisors
Montana
$695K +$6.09K +6 +0.8%
LWCFA
1270
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$694K +$684K +674 New
WIS
1271
Wright Investors Service
Connecticut
$692K -$1.45M -1,427 -68%
LI
1272
LMCG Investments
Massachusetts
$692K +$685K +675 New
PAM
1273
PCG Asset Management
New Jersey
$687K +$680K +670 New
IAS
1274
Insigneo Advisory Services
Florida
$687K -$397K -391 -37%
WA
1275
Wealth Alliance
New York
$686K +$13.2K +13 +2%
49 50
51
52 53