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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFG
1226
Cooper Financial Group
California
$429K +$92.2K +139 +31%
MTC
1227
McDaniel Terry & Co
Texas
$426K – – –
LC
1228
Lindbrook Capital
California
$426K +$1.33K +2 +0.3%
BL
1229
Balentine LLC
Georgia
$425K +$18.6K +28 +5%
KA
1230
Kozak & Associates
Colorado
$425K +$388K +585 New
BRWM
1231
B. Riley Wealth Management
Tennessee
$422K -$315K -475 -45%
TPWA
1232
TRUE Private Wealth Advisors
Oregon
$422K -$39.8K -60 -9%
SAM
1233
Seelaus Asset Management
New Jersey
$422K +$17.9K +27 +5%
MFS
1234
Mirabella Financial Services
United Kingdom
$421K -$17.9K -27 -4%
FDCC
1235
Foster Dykema Cabot & Co
Massachusetts
$421K +$20.6K +31 +6%
PAMG
1236
Patton Albertson Miller Group
Tennessee
$418K – – –
SG
1237
StoneX Group
New York
$415K -$1.33K -2 -0.3%
TWM
1238
TMD Wealth Management
Arizona
$413K +$379K +572 New
AW
1239
ACG Wealth
Georgia
$412K -$17.2K -26 -4%
MWM
1240
Modera Wealth Management
New Jersey
$402K +$9.95K +15 +3%
TCPWM
1241
Traverso Chambers Private Wealth Management
California
$401K +$3.32K +5 +0.9%
CSIC
1242
Clifford Swan Investment Counsel
California
$400K – – –
LWM
1243
Laidlaw Wealth Management
New York
$398K +$21.9K +33 +6%
BDF
1244
Balasa Dinverno & Foltz
$398K +$365K +551 New
NSIM
1245
North Star Investment Management
Illinois
$397K -$1.04M -1,574 -74%
CWA
1246
Clarus Wealth Advisors
Arizona
$397K -$46.4K -70 -12%
V
1247
VeraBank
Texas
$397K +$365K +551 New
SAM
1248
Strategy Asset Managers
California
$396K -$131K -198 -27%
TAM
1249
Todd Asset Management
Kentucky
$394K – – –
NB
1250
NBT Bank
New York
$394K +$4.64K +7 +1%
48 49
50
51 52