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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
WF
1676
WealthPoint Financial
North Carolina
$368K +$21.7K +21 +6%
ORAM
1677
One River Asset Management
Connecticut
$367K -$243K -235 -38%
LAM
1678
Lewis Asset Management
California
$365K – – –
AFT
1679
Alpha Family Trust
California
$365K – – –
APW
1680
Acima Private Wealth
Virginia
$364K – – –
ELM
1681
Elite Life Management
Florida
$364K -$4.14K -4 -1%
PB
1682
Prosperity Bancshares
Texas
$362K -$37.2K -36 -9%
CA
1683
Cache Advisors
California
$361K – – –
BTI
1684
Blue Trust Inc
Georgia
$361K -$838K -810 -68%
Kovitz Investment Group Partners
1685
Kovitz Investment Group Partners
Illinois
$360K +$91K +88 +31%
CFG
1686
Carr Financial Group
Massachusetts
$360K +$4.14K +4 +1%
BDF
1687
Black Diamond Financial
Maryland
$360K -$44.5K -43 -10%
LOWM
1688
Laurel Oak Wealth Management
New Jersey
$359K -$5.17K -5 -1%
LMFP
1689
Larry Mathis Financial Planning
Arizona
$359K -$53.8K -52 -12%
SWM
1690
Segment Wealth Management
Texas
$359K -$8.27K -8 -2%
HWMG
1691
Hurlow Wealth Management Group
Indiana
$358K -$1.03K -1 -0.3%
WCG
1692
Weaver Consulting Group
California
$357K -$1.03K -1 -0.3%
PAM
1693
Peak Asset Management
Colorado
$356K – – –
BWP
1694
Burling Wealth Partners
Illinois
$355K -$80.7K -78 -17%
FCIM
1695
Fairview Capital Investment Management
California
$354K – – –
CMI
1696
Clare Market Investments
Texas
$353K +$116K +112 +44%
BCG
1697
Breakwater Capital Group
New Jersey
$353K +$99.3K +96 +35%
DE
1698
Diversified Enterprises
Delaware
$353K – – –
ACS
1699
Archford Capital Strategies
Illinois
$349K -$12.4K -12 -3%
CFO
1700
CVA Family Office
Colorado
$348K -$37.2K -36 -9%