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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BTI
1676
Blue Trust Inc
Georgia
$361K -$838K -810 -68%
Kovitz Investment Group Partners
1677
Kovitz Investment Group Partners
Illinois
$360K +$91K +88 +31%
CFG
1678
Carr Financial Group
Massachusetts
$360K +$4.14K +4 +1%
BDF
1679
Black Diamond Financial
Maryland
$360K -$44.5K -43 -10%
LOWM
1680
Laurel Oak Wealth Management
New Jersey
$359K -$5.17K -5 -1%
LMFP
1681
Larry Mathis Financial Planning
Arizona
$359K -$53.8K -52 -12%
SWM
1682
Segment Wealth Management
Texas
$359K -$8.27K -8 -2%
HWMG
1683
Hurlow Wealth Management Group
Indiana
$358K -$1.03K -1 -0.3%
WCG
1684
Weaver Consulting Group
California
$357K -$1.03K -1 -0.3%
PAM
1685
Peak Asset Management
Colorado
$356K
BWP
1686
Burling Wealth Partners
Illinois
$355K -$80.7K -78 -17%
FCIM
1687
Fairview Capital Investment Management
California
$354K
CMI
1688
Clare Market Investments
Texas
$353K +$116K +112 +44%
BCG
1689
Breakwater Capital Group
New Jersey
$353K +$99.3K +96 +35%
DE
1690
Diversified Enterprises
Delaware
$353K
ACS
1691
Archford Capital Strategies
Illinois
$349K -$12.4K -12 -3%
CFO
1692
CVA Family Office
Colorado
$348K -$37.2K -36 -9%
LEA
1693
Legacy Edge Advisors
New York
$347K
FVWA
1694
Foster Victor Wealth Advisors
South Carolina
$346K -$30K -29 -8%
AP
1695
Anchyra Partners
Georgia
$346K +$13.4K +13 +4%
IFU
1696
iSAM Funds (UK)
United Kingdom
$346K +$372K +360 New
1WM
1697
1900 Wealth Management
Texas
$345K +$371K +359 New
ODIJL
1698
One Day In July LLC
Vermont
$345K +$135K +131 +58%
AAG
1699
Armstrong Advisory Group
Massachusetts
$345K
CWMGO
1700
Capstone Wealth Management Group (Oregon)
Oregon
$344K -$14.5K -14 -4%