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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWP
626
Principle Wealth Partners
Connecticut
$5.29M -$262K -253 -4%
EFG
627
Embree Financial Group
Illinois
$5.29M -$77.6K -75 -1%
LOIM
628
Liberty One Investment Management
Illinois
$5.28M +$655K +633 +13%
GRP
629
Global Retirement Partners
California
$5.28M +$5.68M +5,488 New
SWA
630
SFMG Wealth Advisors
Texas
$5.27M -$68.3K -66 -1%
WWM
631
Western Wealth Management
Colorado
$5.25M +$261K +252 +5%
CA
632
Clearstead Advisors
Ohio
$5.25M +$1.06M +1,026 +23%
CFO
633
Cambient Family Office
Michigan
$5.25M +$91K +88 +2%
EWM
634
Empirical Wealth Management
Washington
$5.25M +$38.3K +37 +0.7%
IRAG
635
Investment Research & Advisory Group
Georgia
$5.2M +$64.1K +62 +1%
GI
636
GAMMA Investing
California
$5.17M +$553K +535 +11%
MG
637
Mather Group
Illinois
$5.1M +$3.75M +3,624 +215%
LOAMS
638
Lombard Odier Asset Management (Switzerland)
Switzerland
$5.09M +$194K +188 +4%
GMA
639
Glassy Mountain Advisors
Maryland
$5.07M -$42.4K -41 -0.8%
CFG
640
Citizens Financial Group
Rhode Island
$5.06M +$1.67M +1,615 +44%
HCM
641
Hengehold Capital Management
Ohio
$5.06M +$18.6K +18 +0.3%
WS
642
Wedbush Securities
California
$5.05M -$13.4K -13 -0.2%
SFO
643
Stokes Family Office
Louisiana
$5.04M -$450K -435 -8%
SFGP
644
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$4.98M +$276K +267 +5%
CPCPP
645
Canada Post Corporation Pension Plan
Canada
$4.97M -$22.8K -22 -0.4%
TP
646
TritonPoint Partners
Maryland
$4.96M +$4.47M +4,325 +517%
VWMG
647
Virginia Wealth Management Group
Virginia
$4.95M +$59K +57 +1%
TMAM
648
Tokio Marine Asset Management
Japan
$4.95M +$131K +127 +3%
ACM
649
Alta Capital Management
Utah
$4.94M +$5.31M +5,136 New
SFG
650
SevenBridge Financial Group
Pennsylvania
$4.92M +$221K +214 +5%
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