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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1351
Aberdeen Wealth Management
Illinois
$482K -$34.3K -44 -7%
LFA
1352
Legacy Financial Advisors
Kentucky
$481K -$28.9K -37 -6%
NCG
1353
Newport Capital Group
New Jersey
$479K +$474K +608 New
JSW
1354
Journey Strategic Wealth
New Jersey
$479K +$251K +322 +113%
TA
1355
TFG Advisers
Michigan
$478K -$46K -59 -9%
HI
1356
Harbour Investments
Wisconsin
$478K -$14.8K -19 -3%
RIA
1357
Regal Investment Advisors
Michigan
$476K – – –
WBG
1358
Wharton Business Group
Pennsylvania
$475K – – –
SB
1359
Simmons Bank
Arkansas
$474K -$56.2K -72 -11%
BAM
1360
Bosun Asset Management
Illinois
$474K +$780 +1 +0.2%
BOPW
1361
Brandywine Oak Private Wealth
Pennsylvania
$473K – – –
BCV
1362
Banque Cantonale Vaudoise
Switzerland
$473K +$19.5K +25 +4%
AIM
1363
Anchor Investment Management
South Carolina
$472K -$377K -483 -45%
EFG
1364
Everhart Financial Group
Ohio
$472K +$83.5K +107 +22%
GWM
1365
Geneos Wealth Management
Colorado
$471K – – –
CFO
1366
Callan Family Office
Pennsylvania
$471K +$32K +41 +7%
PPC
1367
Park Place Capital
Alabama
$467K -$323K -414 -41%
MCCA
1368
Mill Creek Capital Advisors
Pennsylvania
$467K +$4.68K +6 +1%
AIA
1369
Angeles Investment Advisors
California
$465K – – –
3IP
1370
3Chopt Investment Partners
Virginia
$465K +$460K +590 New
FMTC
1371
Farmers & Merchants Trust Company
California
$464K -$49.9K -64 -10%
SAM
1372
Seelaus Asset Management
New Jersey
$462K -$3.9K -5 -0.8%
PDL
1373
Portfolio Design Labs
California
$461K +$240K +307 +110%
HIC
1374
Holderness Investments Company
North Carolina
$459K -$19.5K -25 -4%
NG
1375
Norden Group
Utah
$458K -$51.5K -66 -10%