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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PL
1126
Perpetual Ltd
Australia
$297K +$275K +545 New
MWM
1127
Modera Wealth Management
New Jersey
$294K -$59.6K -118 -18%
NB
1128
NBT Bank
New York
$293K
SVWAG
1129
Sound View Wealth Advisors Group
Georgia
$291K -$44.9K -89 -14%
BWAM
1130
Boyd Watterson Asset Management
Ohio
$291K -$6.06K -12 -2%
FANJ
1131
Financial Architects (New Jersey)
New Jersey
$290K
Koshinski Asset Management
1132
Koshinski Asset Management
Illinois
$289K +$24.2K +48 +10%
MFG
1133
Menard Financial Group
Texas
$289K +$269K +532 New
GM
1134
GeoWealth Management
Illinois
$288K +$267K +529 New
CWA
1135
Clarus Wealth Advisors
Arizona
$287K -$438K -868 -62%
CSIC
1136
Clifford Swan Investment Counsel
California
$283K
TCPWM
1137
Traverso Chambers Private Wealth Management
California
$283K +$23.7K +47 +10%
CL
1138
CPWM LLC
Washington
$280K -$171K -338 -40%
PIP
1139
Peachtree Investment Partners
Florida
$280K
WB
1140
West Bancorporation
Iowa
$280K +$19.2K +38 +8%
CRCM
1141
Corbett Road Capital Management
Virginia
$280K +$261K +516 New
MGIA
1142
Moneta Group Investment Advisors
Missouri
$279K +$259K +513 New
MGWM
1143
Marks Group Wealth Management
Minnesota
$275K -$29.8K -59 -11%
SG
1144
StoneX Group
New York
$275K +$255K +505 New
Verition Fund Management
1145
Verition Fund Management
Connecticut
$275K +$255K +505 New
NB
1146
Nicolet Bankshares
Wisconsin
$274K +$15.1K +30 +6%
LNC
1147
Lincoln National Corp
Pennsylvania
$272K -$3.53K -7 -1%
LWM
1148
Laidlaw Wealth Management
New York
$272K -$505 -1 -0.2%
RFO
1149
RiverGlades Family Offices
Florida
$272K
CFN
1150
Cordasco Financial Network
Florida
$272K +$84.3K +167 +50%