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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
NRS
1351
Neville Rodie & Shaw
New York
$289K – – –
QC
1352
QCM Cayman
Texas
$289K – – –
SFSIG
1353
San Francisco Sentry Investment Group
California
$288K – – –
LIM
1354
Leavell Investment Management
Alabama
$285K – – –
PG
1355
Patten Group
Tennessee
$283K -$129K -195 -33%
BCA
1356
Bay Colony Advisors
Massachusetts
$283K +$261K +393 New
CBN
1357
Cadence Bank NA
Texas
$280K – – –
APA
1358
Allegiant Private Advisors
Florida
$280K +$257K +388 New
Tocqueville Asset Management
1359
Tocqueville Asset Management
New York
$278K – – –
Belpointe Asset Management
1360
Belpointe Asset Management
Nevada
$278K +$48.4K +73 +23%
BWA
1361
BDO Wealth Advisors
Florida
$277K +$35.1K +53 +16%
Robertson Stephens Wealth Management
1362
Robertson Stephens Wealth Management
California
$275K -$5.3K -8 -2%
WC
1363
Woodstock Corp
Massachusetts
$275K +$253K +381 New
LOPW
1364
Live Oak Private Wealth
North Carolina
$274K – – –
IIC
1365
Ironwood Investment Counsel
Arizona
$274K +$252K +380 New
SCM
1366
Stonebridge Capital Management
California
$273K -$16.6K -25 -6%
APW
1367
Acima Private Wealth
Virginia
$273K – – –
LRIA
1368
Leonard Rickey Investment Advisors
Washington
$272K +$10.6K +16 +4%
WCM
1369
WealthBridge Capital Management
Ohio
$271K – – –
FMT
1370
First Mercantile Trust
Tennessee
$271K +$7.29K +11 +3%
FWM
1371
Fairhaven Wealth Management
Illinois
$270K -$17.2K -26 -7%
BWP
1372
Bernardo Wealth Planning
Pennsylvania
$268K -$12.6K -19 -5%
JWA
1373
JFS Wealth Advisors
Pennsylvania
$267K +$4.64K +7 +2%
VAM
1374
Verity Asset Management
North Carolina
$264K – – –
CBFP
1375
Cedar Brook Financial Partners
Ohio
$263K -$7.29K -11 -3%