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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FP
1726
Financial Perspectives
Minnesota
$364K – – –
VCP
1727
Verus Capital Partners
Arizona
$363K +$129K +115 +59%
CA
1728
Continuum Advisory
Idaho
$361K -$72.7K -65 -17%
GBT
1729
Grove Bank & Trust
Florida
$361K -$31.3K -28 -8%
FDDB
1730
Fidelity D&D Bancorp
Pennsylvania
$359K – – –
BFC
1731
Bedel Financial Consulting
Indiana
$357K +$112K +100 +49%
FCT
1732
First Community Trust
Iowa
$356K – – –
FCA
1733
FLC Capital Advisors
California
$353K – – –
VAG
1734
VisionPoint Advisory Group
Texas
$353K +$57K +51 +20%
DBRC
1735
D.B. Root & Company
Pennsylvania
$352K -$108K -97 -24%
Balentine LLC
1736
Balentine LLC
Georgia
$352K +$26.8K +24 +9%
QPBE
1737
Quintet Private Bank (Europe)
Luxembourg
$350K -$241K -216 -42%
TCBWMS
1738
Texas Capital Bank Wealth Management Services
Texas
$350K -$5.59K -5 -2%
WIM
1739
WealthPlan Investment Management
Nebraska
$350K +$40.2K +36 +14%
VWA
1740
Visionary Wealth Advisors
Illinois
$350K +$16.8K +15 +5%
SWP
1741
ShoreHaven Wealth Partners
New Jersey
$347K +$1.12K +1 +0.3%
GC
1742
Gibson Capital
Pennsylvania
$347K +$33.5K +30 +11%
Walleye Capital
1743
Walleye Capital
New York
$347K -$2.51M -2,249 -88%
Copeland Capital Management
1744
Copeland Capital Management
Pennsylvania
$347K – – –
SMA
1745
Seven Mile Advisory
New Jersey
$347K +$92.8K +83 +39%
VBCG
1746
Valley Brook Capital Group
Pennsylvania
$346K +$5.59K +5 +2%
WP
1747
Westmount Partners
California
$346K – – –
MWPCG
1748
Measured Wealth Private Client Group
New Hampshire
$345K +$2.24K +2 +0.7%
MCWA
1749
Meadow Creek Wealth Advisors
Georgia
$344K -$2.24K -2 -0.7%
TWM
1750
Thrive Wealth Management
Pennsylvania
$344K -$8.94K -8 -3%