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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1251
McDaniel Terry & Co
Texas
$516K
CWM
1252
Circle Wealth Management
New Jersey
$515K +$4.22K +5 +0.9%
PFC
1253
Phocas Financial Corp
California
$511K +$253K +300 +105%
SWM
1254
SeaCrest Wealth Management
New York
$508K +$64.2K +76 +15%
FANJ
1255
Financial Architects (New Jersey)
New Jersey
$504K
DMBA
1256
Deseret Mutual Benefit Administrators
Utah
$503K +$486K +575 New
FCBT
1257
First Citizens Bank & Trust
North Carolina
$499K +$83.6K +99 +21%
SW
1258
SteelPeak Wealth
California
$498K -$699K -828 -59%
IAIM
1259
International Assets Investment Management
Florida
$497K -$1.92M -2,268 -47%
SC
1260
SouthState Corp
Florida
$495K -$50.7K -60 -10%
MW
1261
Marcum Wealth
Ohio
$495K +$65.9K +78 +16%
CRCM
1262
Corbett Road Capital Management
Virginia
$494K -$65K -77 -12%
CPSAC
1263
Chas P. Smith & Associates (CPS)
Florida
$494K -$29.6K -35 -6%
FDCC
1264
Foster Dykema Cabot & Co
Massachusetts
$494K
CL
1265
Choreo LLC
Illinois
$494K +$476K +564 New
Verition Fund Management
1266
Verition Fund Management
Connecticut
$490K +$473K +560 New
MFG
1267
Menard Financial Group
Texas
$486K -$845 -1 -0.2%
MGWM
1268
Marks Group Wealth Management
Minnesota
$486K +$69.3K +82 +17%
SAM
1269
Strategy Asset Managers
California
$481K +$10.1K +12 +2%
PAMG
1270
Patton Albertson Miller Group
Tennessee
$479K -$12.7K -15 -3%
TAM
1271
Todd Asset Management
Kentucky
$478K
MWM
1272
Modera Wealth Management
New Jersey
$477K -$1.69K -2 -0.4%
VAM
1273
Verity Asset Management
North Carolina
$476K +$35.5K +42 +8%
PCP
1274
Proficio Capital Partners
Massachusetts
$475K +$2.53K +3 +0.6%
GWS
1275
Glassman Wealth Services
Virginia
$475K +$7.6K +9 +2%