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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AG
776
Ascent Group
Virginia
$2M +$1.14M +1,322 +168%
WIS
777
Wright Investors Service
Connecticut
$2M -$730K -844 -29%
JE
778
JMAC Enterprises
Pennsylvania
$1.99M +$15.6K +18 +0.9%
AG
779
AlTi Global
New York
$1.98M -$67.5K -78 -4%
BFS
780
Bradley Foster & Sargent
Connecticut
$1.97M -$89.1K -103 -5%
HAG
781
HighPoint Advisor Group
Illinois
$1.97M +$441K +510 +33%
MSAM
782
Moloney Securities Asset Management
Missouri
$1.96M +$107K +124 +6%
SA
783
SpiderRock Advisors
Delaware
$1.95M -$40.7K -47 -2%
WPC
784
Wedmont Private Capital
Pennsylvania
$1.94M +$169K +195 +10%
MPPLM
785
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$1.92M +$203K +235 +13%
TCOT
786
Trust Company of Toledo
Ohio
$1.92M +$189K +218 +12%
NSB
787
Norway Savings Bank
Maine
$1.92M +$166K +192 +11%
BAM
788
Byrne Asset Management
New Jersey
$1.92M -$19.9K -23 -1%
MCA
789
Martin Capital Advisors
Texas
$1.91M +$23.4K +27 +1%
CK
790
Cohen Klingenstein
New York
$1.9M
PRWA
791
Platte River Wealth Advisors
Colorado
$1.9M +$1.73K +2 +0.1%
BAM
792
Belpointe Asset Management
Nevada
$1.9M +$65.8K +76 +4%
HIA
793
Harvest Investment Advisors
Florida
$1.89M -$10.4K -12 -0.6%
CANC
794
Culbertson A N & Co
Virginia
$1.89M +$6.92K +8 +0.4%
LPT
795
Legacy Private Trust
Wisconsin
$1.88M -$53.7K -62 -3%
RPSA
796
Richard P. Slaughter Associates
Texas
$1.87M -$108K -125 -6%
RBC
797
Romano Brothers & Co
Illinois
$1.86M -$13K -15 -0.8%
SFI
798
Siemens Fonds Invest
Germany
$1.86M +$332K +384 +24%
TSMHT
799
Thurston Springer Miller Herd & Titak
Indiana
$1.85M +$34.6K +40 +2%
CSPIA
800
Cary Street Partners Investment Advisory
Virginia
$1.85M +$18.2K +21 +1%