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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RFA
1226
Resurgent Financial Advisors
Georgia
$712K +$710K +778 New
BPWM
1227
Badgley Phelps Wealth Managers
Washington
$707K -$13.7K -15 -2%
VCA
1228
Verdence Capital Advisors
Maryland
$706K -$51.1K -56 -7%
AWA
1229
Amplius Wealth Advisors
Pennsylvania
$705K +$704K +771 New
MTC
1230
McDaniel Terry & Co
Texas
$701K +$161K +176 +30%
HFAS
1231
Hummer Financial Advisory Services
Illinois
$700K
EFS
1232
Essex Financial Services
Connecticut
$698K +$3.65K +4 +0.5%
AWM
1233
Axxcess Wealth Management
California
$694K +$691K +757 New
SFA
1234
Sequoia Financial Advisors
Ohio
$693K +$446K +489 +182%
BFG
1235
Beacon Financial Group
Texas
$691K +$47.5K +52 +7%
AFWM
1236
AMJ Financial Wealth Management
Virginia
$689K +$11.9K +13 +2%
PCA
1237
Pallas Capital Advisors
Massachusetts
$688K +$13.7K +15 +2%
HCC
1238
Hirtle Callaghan & Co
Pennsylvania
$688K +$685K +751 New
AIM
1239
Allen Investment Management
New York
$687K
Dodge & Cox
1240
Dodge & Cox
California
$687K
WA
1241
Wealth Alliance
New York
$685K -$45.6K -50 -6%
CF
1242
Centaurus Financial
California
$682K
FAIM
1243
Financial Advocates Investment Management
Washington
$681K +$371K +407 +51%
TCM
1244
Tributary Capital Management
Nebraska
$679K -$26.5K -29 -4%
GA
1245
GraniteShares Advisors
New York
$679K +$677K +742 New
RIA
1246
Realta Investment Advisors
Delaware
$678K -$21K -23 -3%
GWM
1247
Gray Wealth Management
Maine
$677K +$88.5K +97 +15%
ZF
1248
Zhang Financial
Michigan
$674K +$2.74K +3 +0.4%
FC
1249
FORA Capital
Florida
$673K +$671K +735 New
QI
1250
Qtron Investments
Massachusetts
$671K -$504K -552 -43%