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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
IBOK
1076
Independence Bank of Kentucky
Kentucky
$212K +$21.4K +48 +11%
CWM
1077
Circle Wealth Management
New Jersey
$211K -$36.1K -81 -15%
GLA
1078
Good Life Advisors
Pennsylvania
$211K +$10.2K +23 +5%
CA
1079
Calton & Associates
Florida
$211K +$211K +473 New
IWC
1080
Integrated Wealth Concepts
Massachusetts
$211K +$211K +474 New
BJL
1081
Brighton Jones LLC
Washington
$208K -$16K -36 -7%
SFM
1082
Signet Financial Management
New Jersey
$207K +$190K +426 New
PAM
1083
Peak Asset Management
Colorado
$206K
TCOT
1084
Trust Company of Toledo
Ohio
$205K -$5.34K -12 -3%
WIA
1085
Wealthstreet Investment Advisors
Texas
$205K
NQWM
1086
Northwest Quadrant Wealth Management
Oregon
$204K +$200K +449 New
KMWM
1087
Keudell/Morrison Wealth Management
Oregon
$203K -$53.9K -121 -21%
BAM
1088
Belpointe Asset Management
Nevada
$203K -$2.23K -5 -1%
RGC
1089
Roberts, Glore & Co
Illinois
$202K -$8.91K -20 -4%
SWA
1090
Sutton Wealth Advisors
Florida
$198K
NFG
1091
Next Financial Group
Texas
$198K +$4.9K +11 +3%
POIA
1092
Pin Oak Investment Advisors
Texas
$195K -$8.91K -20 -4%
M
1093
Mirova
France
$192K +$16.9K +38 +10%
EW
1094
Evoke Wealth
California
$186K +$186K +418 New
BAMCO Inc
1095
BAMCO Inc
New York
$185K +$46.8K +105 +34%
AIM
1096
Advantage Investment Management
Iowa
$176K -$19.6K -44 -10%
PCG
1097
Private Capital Group
Connecticut
$174K -$22.7K -51 -12%
IWA
1098
Intercontinental Wealth Advisors
Texas
$169K -$1.78K -4 -1%
APW
1099
Acima Private Wealth
Virginia
$168K +$15.6K +35 +10%
JFGIW
1100
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$166K -$7.13K -16 -4%