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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PGWM
1226
Parisi Gray Wealth Management
New Jersey
$477K -$6.53K -9 -1%
WDC
1227
Woodward Diversified Capital
California
$476K -$18.9K -26 -4%
WCM
1228
Weik Capital Management
Pennsylvania
$475K – – –
EWA
1229
ERTS Wealth Advisors
Michigan
$473K -$23.2K -32 -5%
SC
1230
SouthState Corp
Florida
$472K -$32.6K -45 -7%
BTW
1231
Boston Trust Walden
Massachusetts
$471K – – –
VCM
1232
Virtue Capital Management
Tennessee
$468K -$101K -139 -18%
WW
1233
Westshore Wealth
California
$466K +$448K +618 New
BIP
1234
Blueprint Investment Partners
North Carolina
$465K +$448K +617 New
GSIS
1235
Global Strategic Investment Solutions
Arizona
$463K +$445K +614 New
NSIM
1236
North Star Investment Management
Illinois
$462K +$45.7K +63 +11%
IC
1237
Intersect Capital
California
$459K +$7.98K +11 +2%
WBG
1238
Wharton Business Group
Pennsylvania
$458K – – –
KWMG
1239
King Wealth Management Group
Florida
$454K – – –
UBG
1240
United Bank (Georgia)
Georgia
$452K +$435K +599 New
CPSAC
1241
Chas P. Smith & Associates (CPS)
Florida
$452K +$435K +600 New
TCOT
1242
Trust Company of Toledo
Ohio
$450K -$131K -181 -23%
OIA
1243
Optimum Investment Advisors
Illinois
$449K – – –
PFO
1244
Pathstone Family Office
New Jersey
$449K +$355K +490 +467%
CCIA
1245
Campbell & Co Investment Adviser
Maryland
$449K +$432K +595 New
VF
1246
Virtu Financial
New York
$449K +$432K +595 New
BL
1247
Balentine LLC
Georgia
$447K +$2.18K +3 +0.5%
LC
1248
Lindbrook Capital
California
$446K – – –
V
1249
VeraBank
Texas
$446K +$29K +40 +7%
TI
1250
Tidal Investments
Wisconsin
$446K +$42.1K +58 +11%
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