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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WA
1051
Wealth Alliance
New York
$296K +$331K +672 New
Forvis Mazars Wealth Advisors
1052
Forvis Mazars Wealth Advisors
Missouri
$295K +$36.5K +74 +12%
LWM
1053
Lyell Wealth Management
California
$293K +$27.1K +55 +9%
First Citizens Bank & Trust
1054
First Citizens Bank & Trust
North Carolina
$290K -$121K -245 -27%
Modera Wealth Management
1055
Modera Wealth Management
New Jersey
$290K -$24.1K -49 -7%
Focus Financial Network
1056
Focus Financial Network
Minnesota
$290K -$96.1K -195 -23%
BOPW
1057
Brandywine Oak Private Wealth
Pennsylvania
$288K +$71.4K +145 +28%
Summit Trail Advisors
1058
Summit Trail Advisors
New York
$288K +$322K +654 New
Orion Portfolio Solutions
1059
Orion Portfolio Solutions
Nebraska
$286K -$692K -1,405 -68%
AWM
1060
Aberdeen Wealth Management
Illinois
$286K +$493 +1 +0.2%
FWP
1061
FAS Wealth Partners
Kansas
$286K +$1.97K +4 +0.6%
PHS
1062
Pekin Hardy Strauss
Illinois
$286K +$12.3K +25 +4%
PFBT
1063
Parkside Financial Bank & Trust
Missouri
$284K +$51.2K +104 +19%
VCA
1064
Verdence Capital Advisors
Maryland
$283K – – –
Boston Trust Walden
1065
Boston Trust Walden
Massachusetts
$282K -$68K -138 -18%
MWA
1066
Meridian Wealth Advisors
Texas
$279K -$233K -473 -43%
ZB
1067
Zions Bancorporation
Utah
$277K -$327K -663 -51%
HIC
1068
Holderness Investments Company
North Carolina
$277K -$37K -75 -11%
WCM
1069
Weik Capital Management
Pennsylvania
$277K -$2.46K -5 -0.8%
PHK
1070
Point72 Hong Kong
Hong Kong
$275K -$59.1K -120 -16%
SVWAG
1071
Sound View Wealth Advisors Group
Georgia
$275K -$6.9K -14 -2%
FHB
1072
First Hawaiian Bank
Hawaii
$274K -$90.7K -184 -23%
Perigon Wealth Management
1073
Perigon Wealth Management
California
$274K +$76.4K +155 +36%
BFG
1074
Beacon Financial Group
Texas
$272K -$45.3K -92 -13%
SCM
1075
Stonebridge Capital Management
California
$270K -$93.6K -190 -24%