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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1101
Meeder Asset Management
Ohio
$362K -$39.9K -70 -10%
SB
1102
Simmons Bank
Arkansas
$362K -$22.8K -40 -6%
BOPW
1103
Brandywine Oak Private Wealth
Pennsylvania
$361K -$2.28K -4 -0.6%
GC
1104
Gilbert & Cook
Iowa
$360K +$37.7K +66 +12%
SVWAG
1105
Sound View Wealth Advisors Group
Georgia
$358K +$57.1K +100 +19%
BIP
1106
Blueprint Investment Partners
North Carolina
$358K +$283K +496 New
WCM
1107
Weik Capital Management
Pennsylvania
$355K
MOS
1108
MGO One Seven
Ohio
$353K -$20.5K -36 -5%
PWM
1109
Perigon Wealth Management
California
$353K +$22.3K +39 +7%
BTW
1110
Boston Trust Walden
Massachusetts
$352K -$8.56K -15 -2%
JSL
1111
JT Stratford LLC
Georgia
$351K -$127K -223 -26%
VCM
1112
Vivaldi Capital Management
Illinois
$351K -$9.7K -17 -3%
HS
1113
Haafor (Singapore)
Singapore
$351K +$355K +622 New
PTP
1114
Platform Technology Partners
New York
$350K +$35.4K +62 +11%
BFG
1115
Beacon Financial Group
Texas
$346K +$3.42K +6 +1%
FWP
1116
FAS Wealth Partners
Kansas
$345K -$22.8K -40 -6%
CWM
1117
Concentric Wealth Management
California
$344K -$42.8K -75 -11%
WB
1118
West Bancorporation
Iowa
$344K +$54.8K +96 +19%
MFS
1119
Mirabella Financial Services
United Kingdom
$344K +$349K +611 New
SFS
1120
Sowell Financial Services
Arkansas
$343K +$78.2K +137 +29%
WBG
1121
Wharton Business Group
Pennsylvania
$343K +$79.9K +140 +30%
FFN
1122
Focus Financial Network
Minnesota
$343K -$28.5K -50 -8%
CWA
1123
Clarus Wealth Advisors
Arizona
$341K +$37.1K +65 +12%
AP
1124
Americana Partners
Texas
$340K +$11.4K +20 +3%
KWMG
1125
King Wealth Management Group
Florida
$339K +$571 +1 +0.2%