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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
VF
1251
Virtu Financial
New York
$524K +$3.38K +4 +0.7%
OIA
1252
Optimum Investment Advisors
Illinois
$521K – – –
GM
1253
GeoWealth Management
Illinois
$520K +$74.3K +88 +17%
BTWM
1254
Baker Tilly Wealth Management
Wisconsin
$517K -$196K -232 -28%
LC
1255
Lindbrook Capital
California
$517K – – –
MTC
1256
McDaniel Terry & Co
Texas
$516K – – –
CWM
1257
Circle Wealth Management
New Jersey
$515K +$4.22K +5 +0.9%
PFC
1258
Phocas Financial Corp
California
$511K +$253K +300 +105%
SWM
1259
SeaCrest Wealth Management
New York
$508K +$64.2K +76 +15%
FANJ
1260
Financial Architects (New Jersey)
New Jersey
$504K – – –
DMBA
1261
Deseret Mutual Benefit Administrators
Utah
$503K +$486K +575 New
FCBT
1262
First Citizens Bank & Trust
North Carolina
$499K +$83.6K +99 +21%
SW
1263
SteelPeak Wealth
California
$498K -$699K -828 -59%
IAIM
1264
International Assets Investment Management
Florida
$497K -$1.92M -2,268 -47%
SC
1265
SouthState Corp
Florida
$495K -$50.7K -60 -10%
MW
1266
Marcum Wealth
Ohio
$495K +$65.9K +78 +16%
CRCM
1267
Corbett Road Capital Management
Virginia
$494K -$65K -77 -12%
CPSAC
1268
Chas P. Smith & Associates (CPS)
Florida
$494K -$29.6K -35 -6%
FDCC
1269
Foster Dykema Cabot & Co
Massachusetts
$494K – – –
CL
1270
Choreo LLC
Illinois
$494K +$476K +564 New
Verition Fund Management
1271
Verition Fund Management
Connecticut
$490K +$473K +560 New
MFG
1272
Menard Financial Group
Texas
$486K -$845 -1 -0.2%
MGWM
1273
Marks Group Wealth Management
Minnesota
$486K +$69.3K +82 +17%
SAM
1274
Strategy Asset Managers
California
$481K +$10.1K +12 +2%
PAMG
1275
Patton Albertson Miller Group
Tennessee
$479K -$12.7K -15 -3%