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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1226
Beacon Financial Group
Texas
$479K – – –
PGWM
1227
Parisi Gray Wealth Management
New Jersey
$477K -$6.53K -9 -1%
WDC
1228
Woodward Diversified Capital
California
$476K -$18.9K -26 -4%
WCM
1229
Weik Capital Management
Pennsylvania
$475K – – –
EWA
1230
ERTS Wealth Advisors
Michigan
$473K -$23.2K -32 -5%
SouthState Corp
1231
SouthState Corp
Florida
$472K -$32.6K -45 -7%
Boston Trust Walden
1232
Boston Trust Walden
Massachusetts
$471K – – –
VCM
1233
Virtue Capital Management
Tennessee
$468K -$101K -139 -18%
WW
1234
Westshore Wealth
California
$466K +$448K +618 New
BIP
1235
Blueprint Investment Partners
North Carolina
$465K +$448K +617 New
GSIS
1236
Global Strategic Investment Solutions
Arizona
$463K +$445K +614 New
NSIM
1237
North Star Investment Management
Illinois
$462K +$45.7K +63 +11%
IC
1238
Intersect Capital
California
$459K +$7.98K +11 +2%
WBG
1239
Wharton Business Group
Pennsylvania
$458K – – –
KWMG
1240
King Wealth Management Group
Florida
$454K – – –
UBG
1241
United Bank (Georgia)
Georgia
$452K +$435K +599 New
CPSAC
1242
Chas P. Smith & Associates (CPS)
Florida
$452K +$435K +600 New
TCOT
1243
Trust Company of Toledo
Ohio
$450K -$131K -181 -23%
OIA
1244
Optimum Investment Advisors
Illinois
$449K – – –
Pathstone Family Office
1245
Pathstone Family Office
New Jersey
$449K +$355K +490 +467%
CCIA
1246
Campbell & Co Investment Adviser
Maryland
$449K +$432K +595 New
VF
1247
Virtu Financial
New York
$449K +$432K +595 New
Balentine LLC
1248
Balentine LLC
Georgia
$447K +$2.18K +3 +0.5%
LC
1249
Lindbrook Capital
California
$446K – – –
V
1250
VeraBank
Texas
$446K +$29K +40 +7%