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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FDCC
1351
Foster Dykema Cabot & Co
Massachusetts
$388K -$3.34K -5 -0.9%
EWM
1352
Evermay Wealth Management
Virginia
$386K +$10K +15 +3%
JSW
1353
Journey Strategic Wealth
New Jersey
$385K +$78.8K +118 +28%
IDBONY
1354
Israel Discount Bank of New York
New York
$385K -$33.4K -50 -8%
RGI
1355
River Global Investors
United Kingdom
$383K +$361K +541 New
BCAM
1356
Boston Common Asset Management
Massachusetts
$382K +$8.01K +12 +2%
LFA
1357
Legacy Financial Advisors
Kentucky
$380K +$50.1K +75 +16%
SB
1358
Strategic Blueprint
Georgia
$380K +$62.8K +94 +21%
VCM
1359
Versant Capital Management
Arizona
$378K +$4.01K +6 +1%
EWA
1360
EverSource Wealth Advisors
Alabama
$377K -$182K -272 -34%
AC
1361
ASB Consultores
Florida
$377K
RWA
1362
Redmont Wealth Advisors
Illinois
$377K +$12.7K +19 +4%
KCM
1363
Kathmere Capital Management
Pennsylvania
$375K +$10K +15 +3%
PI
1364
Putnam Investments
Massachusetts
$374K -$57.1M -85,576 -99%
TAM
1365
Todd Asset Management
Kentucky
$374K
HI
1366
Harbour Investments
Wisconsin
$370K +$19.4K +29 +6%
CFO
1367
Callan Family Office
Pennsylvania
$370K +$349K +522 New
DOA
1368
D'Orazio & Associates
Virginia
$368K +$10K +15 +3%
PIP
1369
Peachtree Investment Partners
Florida
$365K +$668 +1 +0.2%
WB
1370
West Bancorporation
Iowa
$365K -$6.68K -10 -2%
PTP
1371
Platform Technology Partners
New York
$365K +$6.01K +9 +2%
HCM
1372
Hall Capital Management
Rhode Island
$365K +$18.7K +28 +6%
BP
1373
BBR Partners
New York
$361K +$4.01K +6 +1%
CCA
1374
Childress Capital Advisors
Texas
$360K +$68.1K +102 +25%
FANJ
1375
Financial Architects (New Jersey)
New Jersey
$359K -$4.67K -7 -1%