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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KCIC
1401
Kuhn & Co Investment Counsel
Illinois
$648K +$946 +1 +0.2%
CAM
1402
Cidel Asset Management
Ontario, Canada
$647K -$3.78K -4 -0.6%
LWCFA
1403
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$646K -$54.8K -58 -9%
LT
1404
Legacy Trust
Michigan
$641K -$160K -169 -22%
SPA
1405
Sherbrooke Park Advisers
New York
$637K +$574K +607 New
CCFM
1406
Clear Creek Financial Management
Washington
$636K +$19.9K +21 +4%
RIL
1407
Rothschild Investment LLC
Illinois
$636K +$25.5K +27 +5%
ALA
1408
Atlas Legacy Advisors
California
$636K – – –
APW
1409
Austin Private Wealth
Texas
$636K +$35.9K +38 +7%
WWM
1410
Waterway Wealth Management
Texas
$634K -$450K -476 -44%
LWMM
1411
Legacy Wealth Management (Mississippi)
Mississippi
$633K – – –
MWS
1412
MFA Wealth Services
California
$632K +$3.78K +4 +0.7%
RTC
1413
Riverview Trust Company
Washington
$626K -$51.1K -54 -8%
BAAM
1414
Baker Avenue Asset Management
California
$625K -$21.7K -23 -4%
PCG
1415
PFC Capital Group
California
$625K -$67.1K -71 -11%
MWM
1416
Meridian Wealth Management
Kentucky
$624K +$87K +92 +18%
SW
1417
SteelPeak Wealth
California
$623K -$299K -316 -35%
BPC
1418
Banque Pictet & Cie
Switzerland
$619K – – –
XT
1419
XTX Topco
Cayman Islands
$617K +$556K +588 New
SAM
1420
Seelaus Asset Management
New Jersey
$616K – – –
BB
1421
Bell Bank
North Dakota
$614K -$14.2K -15 -3%
APA
1422
Astoria Portfolio Advisors
New York
$613K +$23.6K +25 +5%
LI
1423
LRI Investments
Florida
$611K – – –
MA
1424
MJP Associates
Connecticut
$611K +$60.5K +64 +12%
SAM
1425
Strategy Asset Managers
California
$608K +$4.73K +5 +0.9%
55 56
57
58 59