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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
1026
Wharton Business Group
Pennsylvania
$211K – – –
FC
1027
Ferris Capital
Massachusetts
$210K -$5.74K -14 -3%
SPC
1028
Stewart & Patten Company
California
$210K – – –
NWM
1029
Northwest Wealth Management
Iowa
$210K +$209K +511 +2,222%
FAIM
1030
Financial Advocates Investment Management
Washington
$206K -$41K -100 -16%
JSA
1031
Jacobson & Schmitt Advisors
Wisconsin
$206K -$25.4K -62 -11%
BA
1032
Birinyi Associates
Connecticut
$206K – – –
TBA
1033
Tower Bridge Advisors
Pennsylvania
$202K – – –
PAM
1034
Peak Asset Management
Colorado
$202K -$22.5K -55 -10%
Credit Agricole
1035
Credit Agricole
France
$202K – – –
BOPW
1036
Brandywine Oak Private Wealth
Pennsylvania
$202K +$211K +515 New
PGIM
1037
Pacific Global Investment Management
California
$201K -$819 -2 -0.4%
BJL
1038
Brighton Jones LLC
Washington
$201K +$210K +512 New
MOS
1039
MGO One Seven
Ohio
$200K -$24.2K -59 -10%
PFBT
1040
Parkside Financial Bank & Trust
Missouri
$200K -$2.05K -5 -1%
ESB
1041
Essex Savings Bank
Connecticut
$200K +$209K +510 New
IC
1042
Inscription Capital
Texas
$199K +$208K +507 New
SCP
1043
Stamos Capital Partners
California
$196K +$205K +500 New
AC
1044
Avestar Capital
New York
$194K -$2.87K -7 -1%
MWA
1045
Meridian Wealth Advisors
Texas
$189K +$197K +480 New
IBOK
1046
Independence Bank of Kentucky
Kentucky
$183K – – –
BAM
1047
Belpointe Asset Management
Nevada
$180K -$69.2K -169 -27%
AIM
1048
Advantage Investment Management
Iowa
$178K +$6.55K +16 +4%
JFGIW
1049
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K -$29.1K -71 -14%
AW
1050
Alpha Windward
Massachusetts
$158K -$18.8K -46 -10%