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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
RFP
1451
Root Financial Partners
California
$577K +$106K +112 +26%
BCP
1452
Blackhawk Capital Partners
Wisconsin
$576K +$519K +549 New
BAWM
1453
Bennett Associates Wealth Management
Pennsylvania
$574K +$946 +1 +0.2%
EW
1454
Evoke Wealth
California
$572K -$22.7K -24 -4%
HIC
1455
Holderness Investments Company
North Carolina
$570K -$41.6K -44 -7%
KFI
1456
Key Financial Inc
Pennsylvania
$569K +$513K +542 New
Waldron Private Wealth
1457
Waldron Private Wealth
Pennsylvania
$569K -$42.6K -45 -8%
SL
1458
Summitry LLC
California
$567K +$13.2K +14 +3%
EWA
1459
Etesian Wealth Advisors
Oregon
$567K -$36.9K -39 -7%
GF
1460
Gries Financial
Ohio
$567K +$43.5K +46 +9%
PPC
1461
Park Place Capital
Alabama
$565K – – –
V
1462
VeraBank
Texas
$564K +$1.89K +2 +0.4%
ASBI
1463
American State Bank (Iowa)
Iowa
$563K +$28.4K +30 +6%
Miracle Mile Advisors
1464
Miracle Mile Advisors
California
$563K +$39.7K +42 +9%
EFA
1465
Evernest Financial Advisors
Indiana
$563K +$59.6K +63 +13%
HPBT
1466
Hickory Point Bank & Trust
Illinois
$558K – – –
PA
1467
PFG Advisors
Arizona
$558K +$152K +161 +43%
WCM
1468
Weik Capital Management
Pennsylvania
$556K -$9.46K -10 -2%
FIM
1469
Freedom Investment Management
Connecticut
$556K +$34K +36 +7%
Todd Asset Management
1470
Todd Asset Management
Kentucky
$554K – – –
UAML
1471
US Asset Management LLC
Pennsylvania
$554K – – –
LTAS
1472
Linden Thomas Advisory Services
North Carolina
$554K +$22.7K +24 +5%
VCM
1473
Virtue Capital Management
Tennessee
$552K -$316K -334 -39%
EBT
1474
Enterprise Bank & Trust
Massachusetts
$552K – – –
ORC
1475
O'Rourke & Company
Massachusetts
$552K – – –