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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1676
Evermay Wealth Management
Virginia
$358K +$9.46K +10 +3%
PBK
1677
Peoples Bank (Kansas)
Kansas
$358K +$322K +341 New
SLG
1678
Stanley-Laman Group
Pennsylvania
$357K +$8.51K +9 +3%
WE
1679
Wealth Effects
Massachusetts
$357K +$322K +340 New
CWM
1680
Calamos Wealth Management
Illinois
$356K +$65.2K +69 +26%
GBT
1681
Grove Bank & Trust
Florida
$355K -$115K -122 -27%
OFS
1682
Orrstown Financial Services
Pennsylvania
$355K +$29.3K +31 +10%
WPP
1683
Whalerock Point Partners
Rhode Island
$354K – – –
NCFG
1684
New Century Financial Group
New Jersey
$354K +$91.7K +97 +40%
AIC
1685
Archer Investment Corporation
Indiana
$352K -$7.57K -8 -2%
CCA
1686
Childress Capital Advisors
Texas
$352K +$74.7K +79 +31%
SIC
1687
Sterling Investment Counsel
New York
$351K -$863K -913 -73%
MWM
1688
Manske Wealth Management
Texas
$351K – – –
AWAP
1689
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$351K +$2.84K +3 +0.9%
BW
1690
BIP Wealth
Georgia
$351K +$46.3K +49 +17%
SDJVC
1691
St. Denis J. Villere & Co
Louisiana
$351K – – –
PL
1692
Perpetual Ltd
Australia
$350K -$200K -211 -39%
AWA
1693
Amplius Wealth Advisors
Pennsylvania
$350K -$2.84K -3 -0.9%
KTM
1694
Keeler Thomas Management
Utah
$349K -$2.52M -2,663 -89%
PMSA
1695
Patrick M. Sweeney & Associates
Illinois
$349K +$13.2K +14 +5%
CAC
1696
Core Alternative Capital
Georgia
$348K -$503K -532 -62%
KWM
1697
Keebeck Wealth Management
Illinois
$347K +$100K +106 +47%
GKWIM
1698
Gerber Kawasaki Wealth & Investment Management
California
$346K +$15.1K +16 +5%
Balyasny Asset Management
1699
Balyasny Asset Management
Illinois
$346K -$2.47M -2,610 -89%
PL
1700
Plancorp LLC
Missouri
$346K +$70.9K +75 +29%