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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
1126
Atlas Capital Advisors
Wyoming
$298K -$117K -232 -30%
AW
1127
ACG Wealth
Georgia
$298K +$7.57K +15 +3%
LOAMU
1128
Lombard Odier Asset Management (USA)
New York
$298K +$276K +547 New
TAM
1129
Todd Asset Management
Kentucky
$297K -$25.2K -50 -8%
PL
1130
Perpetual Ltd
Australia
$297K +$275K +545 New
MWM
1131
Modera Wealth Management
New Jersey
$294K -$59.6K -118 -18%
NB
1132
NBT Bank
New York
$293K – – –
SVWAG
1133
Sound View Wealth Advisors Group
Georgia
$291K -$44.9K -89 -14%
BWAM
1134
Boyd Watterson Asset Management
Ohio
$291K -$6.06K -12 -2%
FANJ
1135
Financial Architects (New Jersey)
New Jersey
$290K – – –
Koshinski Asset Management
1136
Koshinski Asset Management
Illinois
$289K +$24.2K +48 +10%
MFG
1137
Menard Financial Group
Texas
$289K +$269K +532 New
GM
1138
GeoWealth Management
Illinois
$288K +$267K +529 New
CWA
1139
Clarus Wealth Advisors
Arizona
$287K -$438K -868 -62%
CSIC
1140
Clifford Swan Investment Counsel
California
$283K – – –
TCPWM
1141
Traverso Chambers Private Wealth Management
California
$283K +$23.7K +47 +10%
CL
1142
CPWM LLC
Washington
$280K -$171K -338 -40%
PIP
1143
Peachtree Investment Partners
Florida
$280K – – –
WB
1144
West Bancorporation
Iowa
$280K +$19.2K +38 +8%
CRCM
1145
Corbett Road Capital Management
Virginia
$280K +$261K +516 New
MGIA
1146
Moneta Group Investment Advisors
Missouri
$279K +$259K +513 New
MGWM
1147
Marks Group Wealth Management
Minnesota
$275K -$29.8K -59 -11%
SG
1148
StoneX Group
New York
$275K +$255K +505 New
Verition Fund Management
1149
Verition Fund Management
Connecticut
$275K +$255K +505 New
NB
1150
Nicolet Bankshares
Wisconsin
$274K +$15.1K +30 +6%