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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1251
McDaniel Terry & Co
Texas
$445K
CWM
1252
Circle Wealth Management
New Jersey
$440K +$71.8K +99 +20%
BCM
1253
Boltwood Capital Management
California
$440K +$423K +583 New
FNBOH
1254
First National Bank of Hutchinson
Kansas
$437K +$192K +264 +84%
TCPWM
1255
Traverso Chambers Private Wealth Management
California
$435K +$15.2K +21 +4%
FANJ
1256
Financial Architects (New Jersey)
New Jersey
$434K +$28.3K +39 +7%
CQS
1257
Credential Qtrade Securities
$433K +$22.5K +31 +6%
CWP
1258
Concord Wealth Partners
Virginia
$431K +$302K +416 +267%
JF
1259
Jump Financial
Illinois
$429K +$413K +569 New
FDCC
1260
Foster Dykema Cabot & Co
Massachusetts
$426K -$13.1K -18 -3%
GIA
1261
Gladstone Institutional Advisory
Florida
$425K +$409K +564 New
PAMG
1262
Patton Albertson Miller Group
Tennessee
$424K -$7.25K -10 -2%
MW
1263
MBL Wealth
North Carolina
$423K +$14.5K +20 +4%
MFG
1264
Menard Financial Group
Texas
$419K +$10.9K +15 +3%
CSIC
1265
Clifford Swan Investment Counsel
California
$418K
NHC
1266
Nicholas Hoffman & Company
Georgia
$417K +$5.8K +8 +1%
SAM
1267
Seelaus Asset Management
New Jersey
$415K -$24.7K -34 -6%
MWM
1268
Modera Wealth Management
New Jersey
$414K -$6.53K -9 -2%
TAM
1269
Todd Asset Management
Kentucky
$412K
PIM
1270
Perpetual Investment Management
Australia
$410K
MGIA
1271
Moneta Group Investment Advisors
Missouri
$410K +$395K +544 New
PCP
1272
Proficio Capital Partners
Massachusetts
$407K +$21K +29 +6%
Two Sigma Investments
1273
Two Sigma Investments
New York
$406K +$390K +538 New
SAM
1274
Strategy Asset Managers
California
$404K -$7.98K -11 -2%
TWM
1275
TMD Wealth Management
Arizona
$403K -$27.6K -38 -7%