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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
1476
Carret Asset Management
New York
$275K -$6.06K -7 -2%
VCM
1477
Vision Capital Management
Oregon
$275K +$251K +290 New
BWA
1478
Bordeaux Wealth Advisors
California
$274K +$250K +289 New
FM
1479
Foster & Motley
Ohio
$273K -$33.8K -39 -12%
BST
1480
Bath Savings Trust
Maine
$273K – – –
SAW
1481
Signal Advisors Wealth
Michigan
$272K +$248K +287 New
Smithfield Trust
1482
Smithfield Trust
Pennsylvania
$272K -$1.73K -2 -0.7%
CWM
1483
Concentric Wealth Management
California
$271K – – –
MCWA
1484
Meadow Creek Wealth Advisors
Georgia
$269K +$245K +283 New
GWP
1485
Gen-Wealth Partners
Michigan
$268K -$10.4K -12 -4%
RWP
1486
Revolve Wealth Partners
New Jersey
$268K +$244K +282 New
FTC
1487
Farmers Trust Company
Ohio
$268K +$17.3K +20 +8%
CFO
1488
CVA Family Office
Colorado
$268K +$24.2K +28 +11%
SPWM
1489
Schrum Private Wealth Management
Florida
$268K +$244K +282 New
NF
1490
Nikulski Financial
Iowa
$268K +$13.8K +16 +6%
NFSG
1491
Newbridge Financial Services Group
Florida
$267K +$22.5K +26 +10%
WPP
1492
Whalerock Point Partners
Rhode Island
$265K – – –
RMCM
1493
Reynders McVeigh Capital Management
Massachusetts
$264K +$241K +278 New
North Star Asset Management
1494
North Star Asset Management
Wisconsin
$263K – – –
FDDB
1495
Fidelity D&D Bancorp
Pennsylvania
$263K +$8.65K +10 +4%
LFP
1496
Lakeshore Financial Planning
Michigan
$263K – – –
PWM
1497
Prentice Wealth Management
New York
$261K -$865 -1 -0.4%
Iconiq Capital
1498
Iconiq Capital
California
$261K +$238K +275 New
CFG
1499
Cooper Financial Group
California
$259K -$224K -259 -49%
Tocqueville Asset Management
1500
Tocqueville Asset Management
New York
$257K -$3.46K -4 -1%