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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IF
1401
Integrity Financial
Wyoming
$269K – – –
GG
1402
Gleason Group
Kentucky
$269K +$2.62K +4 +0.8%
HCM
1403
Hall Capital Management
Rhode Island
$268K -$15.7K -24 -5%
CB
1404
Cadence Bank
Mississippi
$268K +$318K +486 New
HWA
1405
Heritage Wealth Advisors
Virginia
$268K – – –
HWMG
1406
Hurlow Wealth Management Group
Indiana
$265K – – –
JIC
1407
Joel Isaacson & Co
New York
$264K – – –
PAM
1408
Peak Asset Management
Colorado
$264K +$11.8K +18 +4%
MSFS
1409
Main Street Financial Solutions
Pennsylvania
$262K -$22.3K -34 -7%
KP
1410
Keel Point
Alabama
$261K – – –
AGP
1411
Autumn Glory Partners
Texas
$261K +$72K +110 +30%
AIP
1412
Almanack Investment Partners
Pennsylvania
$260K -$309K -472 -50%
FMWA
1413
Forvis Mazars Wealth Advisors
Missouri
$258K -$46.5K -71 -13%
BDF
1414
Balasa Dinverno & Foltz
$255K -$655 -1 -0.2%
KIG
1415
Kowal Investment Group
Wisconsin
$255K +$38K +58 +14%
TAM
1416
Trillium Asset Management
Massachusetts
$255K +$304K +464 New
WB
1417
WesBanco Bank
West Virginia
$254K -$11.9M -18,104 -98%
MWPCG
1418
Measured Wealth Private Client Group
New Hampshire
$254K – – –
LFA
1419
Legacy Financial Advisors
Kentucky
$254K +$23.6K +36 +8%
PCOC
1420
Power Corp of Canada
Canada
$252K +$300K +458 New
TWP
1421
Tempus Wealth Planning
California
$251K +$298K +456 New
RPWA
1422
Regent Peak Wealth Advisors
Georgia
$250K -$22.9K -35 -7%
AHB
1423
Abner Herrman & Brock
New Jersey
$250K – – –
BWAM
1424
Boyd Watterson Asset Management
Ohio
$249K – – –
IIC
1425
Ironwood Investment Counsel
Arizona
$248K +$28.1K +43 +11%
55 56
57
58 59