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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GLA
1326
Good Life Advisors
Pennsylvania
$358K +$97K +149 +34%
DOA
1327
D'Orazio & Associates
Virginia
$358K +$149K +229 +64%
TPW
1328
Transatlantique Private Wealth
New York
$358K +$1.16M +1,783 New
EWA
1329
ERTS Wealth Advisors
Michigan
$357K +$37.8K +58 +11%
PFBT
1330
Parkside Financial Bank & Trust
Missouri
$356K -$58K -89 -13%
DSC
1331
Duncker Streett & Co
Missouri
$356K -$53.4K -82 -12%
WBG
1332
Wharton Business Group
Pennsylvania
$355K – – –
CFG
1333
Cooper Financial Group
California
$355K +$41K +63 +12%
IDBONY
1334
Israel Discount Bank of New York
New York
$353K -$39.1K -60 -9%
PFGIA
1335
Patriot Financial Group Insurance Agency
Massachusetts
$353K +$65.1K +100 +21%
OFS
1336
OneAscent Financial Services
Alabama
$353K +$377K +579 New
KLWA
1337
Kelly Lawrence W & Associates
California
$350K +$374K +575 New
WB
1338
West Bancorporation
Iowa
$348K -$73.6K -113 -17%
RIG
1339
Renaissance Investment Group
Massachusetts
$345K -$2.6K -4 -0.7%
TCM
1340
Teza Capital Management
Illinois
$345K +$369K +567 New
AAMC
1341
Asset Allocation & Management Company
Illinois
$344K – – –
KP
1342
Keel Point
Alabama
$343K +$14.3K +22 +5%
MCM
1343
Mendel Capital Management
Arkansas
$342K -$11.7K -18 -3%
DCM
1344
Dupont Capital Management
Delaware
$339K -$2.15M -3,295 -86%
MIM
1345
Miller Investment Management
Pennsylvania
$336K -$1.44M -2,217 -80%
FDCC
1346
Foster Dykema Cabot & Co
Massachusetts
$336K – – –
IFWM
1347
Institute for Wealth Management
Colorado
$335K – – –
EFSCE
1348
Enterprise Financial Services Corp (EFSC)
Missouri
$331K +$99K +152 +39%
DBRC
1349
D.B. Root & Company
Pennsylvania
$330K +$1.3K +2 +0.4%
PAG
1350
Powers Advisory Group
Illinois
$330K +$34.5K +53 +11%
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