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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BPWM
1201
Badgley Phelps Wealth Managers
Washington
$552K +$20.7K +31 +4%
EFL
1202
ERn Financial LLC
Wisconsin
$551K +$32.7K +49 +7%
TCPWM
1203
Traverso Chambers Private Wealth Management
California
$550K -$2.67K -4 -0.5%
IFG
1204
Independent Financial Group
California
$547K +$10K +15 +2%
SAM
1205
Smithbridge Asset Management
Pennsylvania
$546K -$3.34K -5 -0.6%
IBOK
1206
Independence Bank of Kentucky
Kentucky
$544K +$1.34K +2 +0.3%
HFAS
1207
Hummer Financial Advisory Services
Illinois
$542K
BWM
1208
Buckley Wealth Management
Nevada
$541K +$7.34K +11 +1%
AWM
1209
Accurate Wealth Management
Florida
$541K +$84.8K +127 +22%
PWP
1210
Phillips Wealth Planners
Mississippi
$540K +$489K +733 New
AG
1211
Ascent Group
Virginia
$540K +$8.68K +13 +2%
JDR
1212
Jay D. Rosenbaum
$539K -$141K -211 -22%
AWA
1213
Amplius Wealth Advisors
Pennsylvania
$539K +$4.01K +6 +0.8%
ZF
1214
Zhang Financial
Michigan
$539K +$12K +18 +2%
CA
1215
Cullinan Associates
Kentucky
$539K +$174K +260 +52%
PPWM
1216
Paragon Private Wealth Management
Kentucky
$538K +$33.4K +50 +7%
RCM
1217
Radnor Capital Management
Pennsylvania
$537K
TPW
1218
Transatlantique Private Wealth
New York
$535K +$26.7K +40 +6%
WPW
1219
Waldron Private Wealth
Pennsylvania
$532K
FFA
1220
Founders Financial Alliance
North Carolina
$532K -$82.8K -124 -14%
Dodge & Cox
1221
Dodge & Cox
California
$531K
TSS
1222
Two Sigma Securities
New York
$531K -$2.51M -3,758 -83%
WSCM
1223
Wellington Shields Capital Management
New York
$530K
O
1224
Ossiam
France
$529K -$45.4K -68 -8%
NCG
1225
Newport Capital Group
New Jersey
$529K -$538K -805 -52%