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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
PG
1426
Patten Group
Tennessee
$299K
WCG
1427
Weaver Consulting Group
California
$299K +$8.06K +9 +3%
HCM
1428
Hollencrest Capital Management
California
$298K
KFP
1429
Keystone Financial Planning
Ohio
$297K
JWA
1430
JFS Wealth Advisors
Pennsylvania
$297K +$2.69K +3 +0.9%
LCM
1431
LVM Capital Management
Michigan
$296K +$316K +353 New
MCM
1432
McRae Capital Management
New Jersey
$294K
CWM
1433
Cornerstone Wealth Management
Missouri
$294K +$60K +67 +24%
IP
1434
Investment Partners
Ohio
$293K +$85.1K +95 +37%
AWM
1435
Accurate Wealth Management
Florida
$292K +$22.4K +25 +8%
KPCM
1436
Kings Point Capital Management
New York
$290K -$4.48K -5 -1%
GBT
1437
Grove Bank & Trust
Florida
$290K
HHGA
1438
Halbert Hargrove Global Advisors
California
$289K -$13.4K -15 -4%
FMWA
1439
Forvis Mazars Wealth Advisors
Missouri
$287K -$7.17K -8 -2%
CA
1440
Calton & Associates
Florida
$286K -$15.2K -17 -5%
HFP
1441
Holistic Financial Partners
Indiana
$285K
MA
1442
Montag & Associates
Georgia
$285K +$35.8K +40 +13%
SW
1443
SteelPeak Wealth
California
$280K -$211K -235 -41%
GD
1444
Grandfield & Dodd
New York
$280K +$303K +338 New
EWM
1445
Evermay Wealth Management
Virginia
$279K -$17.9K -20 -6%
FPFS
1446
First Personal Financial Services
North Carolina
$278K
CCM
1447
Cohen Capital Management
California
$277K
GAM
1448
Gould Asset Management
California
$277K +$8.96K +10 +3%
HTHT
1449
Hemenway Trust Hemenway Trust
New Hampshire
$276K +$53.8K +60 +22%
FNC
1450
First National Corp
Massachusetts
$276K +$295K +329 New