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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
1326
Chicago Partners Investment Group
Illinois
$431K -$28.1K -42 -7%
PAM
1327
Peak Asset Management
Colorado
$431K +$22.8K +34 +6%
SMA
1328
Sage Mountain Advisors
Georgia
$429K +$16.7K +25 +4%
FMWA
1329
Forvis Mazars Wealth Advisors
Missouri
$427K +$104K +155 +33%
AP
1330
Americana Partners
Texas
$427K +$157K +235 +61%
WG
1331
Welch Group
Alabama
$423K
RCA
1332
Resonant Capital Advisors
Wisconsin
$423K +$410K +612 New
HCM
1333
Hollencrest Capital Management
California
$422K +$13.4K +20 +3%
SAM
1334
Strategy Asset Managers
California
$422K +$16.7K +25 +4%
VAG
1335
VisionPoint Advisory Group
Texas
$421K -$143K -214 -26%
HI
1336
Hoey Investments
Pennsylvania
$420K +$14.1K +21 +4%
MCCA
1337
Mill Creek Capital Advisors
Pennsylvania
$418K -$52.9K -79 -12%
TWM
1338
Tradition Wealth Management
Minnesota
$418K -$26.1K -39 -6%
FFA
1339
Founders Financial Alliance
North Carolina
$418K +$19.4K +29 +5%
CWM
1340
Curi Wealth Management
North Carolina
$418K -$472K -704 -54%
HIC
1341
Holderness Investments Company
North Carolina
$416K +$10K +15 +3%
SAM
1342
Seelaus Asset Management
New Jersey
$416K -$2.68K -4 -0.7%
AAM
1343
Aureus Asset Management
Massachusetts
$414K -$23.4K -35 -6%
WAL
1344
W Advisors LLC
Tennessee
$414K
BAM
1345
Berkshire Asset Management
Pennsylvania
$412K -$19.4K -29 -5%
BOPW
1346
Brandywine Oak Private Wealth
Pennsylvania
$411K -$10K -15 -2%
GWM
1347
Gray Wealth Management
Maine
$410K -$49.6K -74 -11%
PI
1348
PGGM Investments
Netherlands
$408K -$67K -100 -14%
UAML
1349
US Asset Management LLC
Pennsylvania
$408K -$670 -1 -0.2%
ECG
1350
Edge Capital Group
Georgia
$407K +$66.3K +99 +20%