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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1226
Chicago Partners Investment Group
Illinois
$770K +$72.1K +71 +10%
Dodge & Cox
1227
Dodge & Cox
California
$769K
HFAS
1228
Hummer Financial Advisory Services
Illinois
$769K
AM
1229
AGF Management
Ontario, Canada
$766K -$49.7K -49 -6%
EWA
1230
EverSource Wealth Advisors
Alabama
$765K +$261K +257 +53%
GWM
1231
Glass Wealth Management
Texas
$765K
MA
1232
Montag & Associates
Georgia
$761K -$25.4K -25 -3%
KP
1233
Keel Point
Alabama
$760K +$77.1K +76 +11%
ANC
1234
Ames National Corp
Iowa
$760K +$752K +741 New
QWP
1235
Quotient Wealth Partners
Texas
$757K +$750K +739 New
DAC
1236
Dividend Assets Capital
South Carolina
$756K +$8.12K +8 +1%
PWP
1237
Phillips Wealth Planners
Mississippi
$755K +$802K +790 New
BWM
1238
Buckley Wealth Management
Nevada
$754K +$747K +736 New
PFBT
1239
Parkside Financial Bank & Trust
Missouri
$747K +$2.03K +2 +0.3%
EPIMS
1240
Evelyn Partners Investment Management Services
$745K +$738K +727 New
WSA
1241
Warm Springs Advisors
California
$745K +$738K +727 New
CAL
1242
Capital Advisors Ltd
Ohio
$743K +$3.04K +3 +0.4%
PF
1243
Phoenix Financial
Israel
$742K -$122K -120 -14%
CW
1244
CreativeOne Wealth
Kansas
$742K +$734K +723 New
CWP
1245
Concord Wealth Partners
Virginia
$741K +$67K +66 +10%
CAI
1246
Capital Advisors Inc
Oklahoma
$739K -$166K -164 -19%
KAM
1247
Knightsbridge Asset Management
California
$737K +$48.7K +48 +7%
WLG
1248
Williamson Legacy Group
Indiana
$734K +$66K +65 +10%
SCM
1249
Spreng Capital Management
Ohio
$734K +$5.08K +5 +0.7%
XWM
1250
Xcel Wealth Management
Florida
$731K +$724K +713 New