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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
MTC
1251
McDaniel Terry & Co
Texas
$453K +$99.6K +153 +26%
RCM
1252
Radnor Capital Management
Pennsylvania
$452K – – –
PHIC
1253
Pine Haven Investment Counsel
Massachusetts
$452K +$9.77K +15 +2%
GWS
1254
Glassman Wealth Services
Virginia
$451K +$10.4K +16 +2%
ZF
1255
Zhang Financial
Michigan
$450K +$1.95K +3 +0.4%
WGCA
1256
Wolf Group Capital Advisors
Virginia
$445K -$335K -515 -41%
FIA
1257
Foundations Investment Advisors
Arizona
$443K +$469K +721 New
OTPPB
1258
Ontario Teachers' Pension Plan Board
Ontario, Canada
$442K -$69K -106 -13%
CB
1259
Community Bank
New York
$441K – – –
AAM
1260
Aureus Asset Management
Massachusetts
$441K +$651 +1 +0.1%
CPIG
1261
Chicago Partners Investment Group
Illinois
$440K -$164K -252 -28%
IWM
1262
IHT Wealth Management
Illinois
$440K +$50.8K +78 +12%
TCPWM
1263
Traverso Chambers Private Wealth Management
California
$437K +$53.4K +82 +13%
KAM
1264
Karani Asset Management
New York
$432K +$462K +710 New
TAIM
1265
TD Ameritrade Investment Management
Nebraska
$428K -$137K -210 -23%
TCM
1266
Tributary Capital Management
Nebraska
$428K -$15.6K -24 -3%
CMANY
1267
Capital Management Associates (New York)
New York
$426K -$703K -1,080 -61%
SC
1268
SouthState Corp
Florida
$425K +$20.2K +31 +5%
FMTC
1269
Farmers & Merchants Trust Company
California
$424K -$58K -89 -11%
BTWM
1270
Baker Tilly Wealth Management
Wisconsin
$424K -$651 -1 -0.1%
CL
1271
CPWM LLC
Washington
$423K -$20.8K -32 -4%
RW
1272
Rede Wealth
Virginia
$422K +$1.3K +2 +0.3%
LWAC
1273
Laurel Wealth Advisors (California)
California
$422K +$56K +86 +14%
EFG
1274
Everhart Financial Group
Ohio
$422K +$451K +692 New
GAM
1275
Gemmer Asset Management
California
$421K +$4.56K +7 +1%