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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Vest Financial
1101
Vest Financial
Virginia
$766K +$698K +807 New
WDC
1102
Woodward Diversified Capital
California
$763K -$208K -240 -23%
BB
1103
Burford Brothers
Texas
$761K – – –
Shelton Capital Management
1104
Shelton Capital Management
Colorado
$761K -$109K -126 -14%
FWP
1105
FAS Wealth Partners
Kansas
$760K +$2.6K +3 +0.4%
GIM
1106
Groesbeck Investment Management
New Jersey
$760K -$199K -230 -22%
Lazard Asset Management
1107
Lazard Asset Management
New York
$760K -$1.73K -2 -0.2%
SEP
1108
Southland Equity Partners
Missouri
$757K +$316K +365 +84%
AGF Management
1109
AGF Management
Ontario, Canada
$756K -$259K -299 -27%
AIM
1110
Anchor Investment Management
South Carolina
$751K +$165K +191 +32%
LT
1111
Legacy Trust
Michigan
$750K +$9.52K +11 +1%
AIA
1112
Alera Investment Advisors
Illinois
$747K +$115K +133 +20%
BCM
1113
Boltwood Capital Management
California
$743K -$33.8K -39 -5%
CCM
1114
Cohen Capital Management
California
$742K +$303K +350 +81%
SIA
1115
SGL Investment Advisors
Montana
$741K +$613K +708 New
PI
1116
PFG Investments
New York
$741K +$65.8K +76 +11%
Jump Financial
1117
Jump Financial
Illinois
$735K -$1.68M -1,944 -72%
BFO
1118
Biltmore Family Office
North Carolina
$734K +$4.33K +5 +0.7%
PP
1119
PDS Planning
Ohio
$733K +$22.5K +26 +3%
CF
1120
Convergence Financial
Missouri
$732K -$191K -221 -22%
NBT
1121
Northwest Bank & Trust
Iowa
$732K +$865 +1 +0.1%
PFG
1122
PAX Financial Group
Texas
$730K -$26.8K -31 -4%
VAG
1123
VisionPoint Advisory Group
Texas
$730K -$72.7K -84 -10%
Montag & Associates
1124
Montag & Associates
Georgia
$728K +$2.6K +3 +0.4%
EFL
1125
ERn Financial LLC
Wisconsin
$726K +$38.1K +44 +6%