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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
KFC
1726
Klingenstein Fields & Co
New York
$327K – – –
EA
1727
Everpar Advisors
Oklahoma
$327K +$27.4K +29 +10%
FP
1728
Financial Perspectives
Minnesota
$327K +$11.3K +12 +4%
FCIM
1729
Fairview Capital Investment Management
California
$326K – – –
MM
1730
MQS Management
New York
$325K +$9.46K +10 +3%
AGWCA
1731
Annis Gardner Whiting Capital Advisors
Florida
$325K +$52K +55 +22%
CIA
1732
Cape Investment Advisory
Georgia
$324K -$3.78K -4 -1%
IFWM
1733
Institute for Wealth Management
Colorado
$324K – – –
FA
1734
Fountainhead AM
New Jersey
$324K +$46.3K +49 +19%
LSA
1735
Lion Street Advisors
Texas
$323K +$45.4K +48 +18%
FDDB
1736
Fidelity D&D Bancorp
Pennsylvania
$323K +$4.73K +5 +2%
SOS
1737
Silver Oak Securities
Tennessee
$320K +$18.9K +20 +7%
TCBWMS
1738
Texas Capital Bank Wealth Management Services
Texas
$320K +$63.4K +67 +28%
FCT
1739
First Community Trust
Iowa
$320K +$201K +213 +232%
TWM
1740
Thrive Wealth Management
Pennsylvania
$318K -$7.57K -8 -3%
WP
1741
Westmount Partners
California
$318K – – –
FCA
1742
FLC Capital Advisors
California
$318K – – –
LSV Asset Management
1743
LSV Asset Management
Illinois
$315K – – –
PFG
1744
PAX Financial Group
Texas
$314K -$81.3K -86 -22%
CMBA
1745
C.M. Bidwell & Associates
Hawaii
$314K -$14.2K -15 -5%
PG
1746
Patten Group
Tennessee
$313K – – –
VCM
1747
Vision Capital Management
Oregon
$313K +$282K +298 New
CCM
1748
Copeland Capital Management
Pennsylvania
$313K – – –
SWP
1749
ShoreHaven Wealth Partners
New Jersey
$312K – – –
MA
1750
MONECO Advisors
Connecticut
$312K -$10.4K -11 -4%