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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1501
Silverlake Wealth Management
Vermont
$360K +$36.2K +45 +12%
CCM
1502
Cohen Capital Management
California
$359K +$81.1K +101 +31%
FPWM
1503
FSB Premier Wealth Management
Iowa
$358K +$803 +1 +0.2%
RFG
1504
RFP Financial Group
Georgia
$355K +$1.61K +2 +0.5%
AGWCA
1505
Annis Gardner Whiting Capital Advisors
Florida
$355K +$144K +179 +72%
DOA
1506
D'Orazio & Associates
Virginia
$355K +$38.6K +48 +13%
BFO
1507
Biltmore Family Office
North Carolina
$355K
T
1508
TOBAM
France
$354K +$161K +201 +90%
SWM
1509
Seed Wealth Management
Illinois
$353K -$21.7K -27 -6%
PSP
1510
Principal Street Partners
Tennessee
$353K -$5.62K -7 -2%
MNBTD
1511
Moody National Bank Trust Division
Texas
$351K
TC
1512
Trilogy Capital
California
$349K +$25.7K +32 +8%
CAMV
1513
Concord Asset Management (Virginia)
Virginia
$348K -$12.9K -16 -4%
LWCFA
1514
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$346K +$9.64K +12 +3%
APW
1515
Austin Private Wealth
Texas
$345K +$39.4K +49 +13%
EWA
1516
EverSource Wealth Advisors
Alabama
$345K -$4.82K -6 -1%
PA
1517
Procyon Advisors
Connecticut
$345K -$2.41K -3 -0.7%
KWAG
1518
Kiely Wealth Advisory Group
North Carolina
$344K
SWMP
1519
Signature Wealth Management Partners
New Jersey
$343K -$3.21K -4 -1%
GBT
1520
Grove Bank & Trust
Florida
$342K +$4.82K +6 +1%
MRWM
1521
ML&R Wealth Management
Texas
$341K
TIA
1522
Tiemann Investment Advisors
California
$340K
BBI
1523
Baxter Bros Inc
Connecticut
$340K +$38.6K +48 +13%
CI
1524
CX Institutional
Indiana
$339K -$4.82K -6 -1%
Empower Advisory Group
1525
Empower Advisory Group
Colorado
$338K -$42.6K -53 -12%