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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1301
WoodTrust Financial
Wisconsin
$449K +$37.2K +44 +9%
PCA
1302
Pallas Capital Advisors
Massachusetts
$448K +$429K +508 New
III
1303
Independent Investors Inc
New York
$445K – – –
CSWG
1304
Cardinal Strategic Wealth Guidance
Kentucky
$444K – – –
Nomura Holdings
1305
Nomura Holdings
Japan
$443K -$271K -321 -39%
BIP
1306
Blueprint Investment Partners
North Carolina
$441K -$95.4K -113 -18%
HWMG
1307
Hurlow Wealth Management Group
Indiana
$441K -$6.76K -8 -2%
HPWM
1308
Highland Private Wealth Management
Washington
$440K +$6.76K +8 +2%
WG
1309
Welch Group
Alabama
$436K +$42.2K +50 +11%
SWA
1310
Sutton Wealth Advisors
Florida
$432K – – –
CWM
1311
Calamos Wealth Management
Illinois
$431K +$416K +493 New
AssetMark Inc
1312
AssetMark Inc
California
$430K -$7.6K -9 -2%
ESCM
1313
Echo Street Capital Management
New York
$430K +$416K +492 New
CIM
1314
Contravisory Investment Management
Massachusetts
$429K -$10.1K -12 -2%
JSC
1315
Jackson Square Capital
California
$429K – – –
NNP
1316
Nachman Norwood & Parrott
South Carolina
$428K +$11.8K +14 +3%
4WM
1317
44 Wealth Management
Oregon
$427K -$13.5K -16 -3%
BWAM
1318
Boyd Watterson Asset Management
Ohio
$427K +$7.6K +9 +2%
AWA
1319
Arete Wealth Advisors
Illinois
$426K +$39.7K +47 +9%
AIM
1320
Alhambra Investment Management
Florida
$424K +$26.2K +31 +7%
FB
1321
Fulton Bank
Pennsylvania
$422K -$29.6K -35 -7%
CFG
1322
Cooper Financial Group
California
$420K +$15.2K +18 +4%
1IA
1323
1834 Investment Advisors
Wisconsin
$419K – – –
DFCM
1324
Dark Forest Capital Management
Puerto Rico
$419K +$405K +479 New
PAM
1325
Peak Asset Management
Colorado
$418K – – –