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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
4WM
1651
44 Wealth Management
Oregon
$380K +$20.8K +22 +6%
LCGC
1652
Legacy Capital Group California
California
$379K -$3.78K -4 -1%
AWM
1653
Aprio Wealth Management
Georgia
$378K +$106K +112 +45%
FPWM
1654
FSB Premier Wealth Management
Iowa
$378K -$25.5K -27 -7%
LGG
1655
Luts & Greenleigh Group
Maryland
$378K – – –
HCM
1656
Hall Capital Management
Rhode Island
$378K +$29.3K +31 +9%
A
1657
Argentarii
Ohio
$377K -$70K -74 -17%
CVA
1658
Central Valley Advisors
California
$376K – – –
ST
1659
Sageworth Trust
Pennsylvania
$376K -$1.89K -2 -0.6%
IA
1660
Insight Advisors
Pennsylvania
$375K – – –
DE
1661
Diversified Enterprises
Delaware
$374K -$32.1K -34 -9%
WPC
1662
Waters Parkerson & Co
Louisiana
$374K – – –
FPL
1663
Fortress Private Ledger
North Carolina
$372K +$22.7K +24 +7%
CWP
1664
CFM Wealth Partners
Texas
$368K -$7.57K -8 -2%
AAA
1665
AG Asset Advisory
California
$367K – – –
OFO
1666
OneAscent Family Office
Alabama
$366K +$24.6K +26 +8%
Luther King Capital Management (LKCM)
1667
Luther King Capital Management (LKCM)
Texas
$365K -$33.1K -35 -9%
NW
1668
Naviter Wealth
Arkansas
$365K +$21.7K +23 +7%
BWP
1669
Barlow Wealth Partners
Kentucky
$363K – – –
FSC
1670
Full Sail Capital
Oklahoma
$362K -$164K -173 -33%
PFA
1671
Portland Financial Advisors
New York
$361K – – –
FPCP
1672
Fort Point Capital Partners
California
$360K -$169K -179 -34%
HC
1673
Hamilton Capital
Ohio
$360K +$32.1K +34 +11%
BFG
1674
Berger Financial Group
Minnesota
$359K +$18.9K +20 +6%
FFA
1675
Founders Financial Alliance
North Carolina
$358K -$162K -171 -33%