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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
1101
TRUE Private Wealth Advisors
Oregon
$363K -$4.56K -8 -1%
FBFS
1102
First Business Financial Services
Wisconsin
$363K – – –
MAM
1103
Meeder Asset Management
Ohio
$362K -$39.9K -70 -10%
SB
1104
Simmons Bank
Arkansas
$362K -$22.8K -40 -6%
BOPW
1105
Brandywine Oak Private Wealth
Pennsylvania
$361K -$2.28K -4 -0.6%
GC
1106
Gilbert & Cook
Iowa
$360K +$37.7K +66 +12%
SVWAG
1107
Sound View Wealth Advisors Group
Georgia
$358K +$57.1K +100 +19%
BIP
1108
Blueprint Investment Partners
North Carolina
$358K +$283K +496 New
WCM
1109
Weik Capital Management
Pennsylvania
$355K – – –
MGO One Seven
1110
MGO One Seven
Ohio
$353K -$20.5K -36 -5%
Perigon Wealth Management
1111
Perigon Wealth Management
California
$353K +$22.3K +39 +7%
Boston Trust Walden
1112
Boston Trust Walden
Massachusetts
$352K -$8.56K -15 -2%
JSL
1113
JT Stratford LLC
Georgia
$351K -$127K -223 -26%
VCM
1114
Vivaldi Capital Management
Illinois
$351K -$9.7K -17 -3%
HS
1115
Haafor (Singapore)
Singapore
$351K +$355K +622 New
PTP
1116
Platform Technology Partners
New York
$350K +$35.4K +62 +11%
BFG
1117
Beacon Financial Group
Texas
$346K +$3.42K +6 +1%
CPA
1118
Clear Perspective Advisors
Illinois
$345K -$34.2K -60 -4%
FWP
1119
FAS Wealth Partners
Kansas
$345K -$22.8K -40 -6%
CWM
1120
Concentric Wealth Management
California
$344K -$42.8K -75 -11%
WB
1121
West Bancorporation
Iowa
$344K +$54.8K +96 +19%
MFS
1122
Mirabella Financial Services
United Kingdom
$344K +$349K +611 New
Sowell Financial Services
1123
Sowell Financial Services
Arkansas
$343K +$78.2K +137 +29%
WBG
1124
Wharton Business Group
Pennsylvania
$343K +$79.9K +140 +30%
Focus Financial Network
1125
Focus Financial Network
Minnesota
$343K -$28.5K -50 -8%