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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AB
1226
Atlas Brown
Kentucky
$642K +$698 +1 +0.1%
IAIM
1227
International Assets Investment Management
Florida
$642K -$25.1K -36 -4%
WMP
1228
Wealth Management Partners
Arizona
$642K -$72.6K -104 -12%
BB
1229
Burford Brothers
Texas
$638K +$549K +786 New
OTL
1230
Oak Thistle LLC
New York
$632K -$113K -162 -17%
OC
1231
Oakworth Capital
Alabama
$632K -$11.2K -16 -2%
BHBT
1232
Burke & Herbert Bank & Trust
Virginia
$632K
CWM
1233
Centurion Wealth Management
Virginia
$630K -$18.8K -27 -3%
WGCA
1234
Wolf Group Capital Advisors
Virginia
$630K +$13.3K +19 +2%
PPWM
1235
Paragon Private Wealth Management
Kentucky
$629K +$17.5K +25 +3%
SPC
1236
Sigma Planning Corp
Michigan
$628K -$640K -917 -54%
ORC
1237
O'Rourke & Company
Massachusetts
$627K -$224K -321 -29%
LT
1238
Legacy Trust
Michigan
$627K -$11.2K -16 -2%
SAM
1239
Smithbridge Asset Management
Pennsylvania
$625K
MSWM
1240
McGlone Suttner Wealth Management
Wisconsin
$620K +$41.9K +60 +9%
NB
1241
Nicolet Bankshares
Wisconsin
$618K +$30.7K +44 +6%
SWM
1242
SeaCrest Wealth Management
New York
$615K +$1.4K +2 +0.3%
AFG
1243
Atomi Financial Group
New York
$615K +$90.1K +129 +21%
AWA
1244
Amplius Wealth Advisors
Pennsylvania
$615K -$2.79K -4 -0.5%
TCPWM
1245
Traverso Chambers Private Wealth Management
California
$614K -$14K -20 -3%
IF
1246
Intrua Financial
Texas
$613K +$22.3K +32 +4%
Dodge & Cox
1247
Dodge & Cox
California
$609K
HFAS
1248
Hummer Financial Advisory Services
Illinois
$609K
EL
1249
EMFO LLC
Florida
$609K +$524K +750 New
CWP
1250
Concord Wealth Partners
Virginia
$605K -$170K -243 -25%