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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PCH
1751
PGIM Custom Harvest
New Jersey
$319K +$31K +30 +10%
CC
1752
Clearwave Capital
California
$318K +$342K +331 New
WBG
1753
Wharton Business Group
Pennsylvania
$317K – – –
PCM
1754
Prelude Capital Management
New York
$315K -$65.2K -63 -16%
PWW
1755
Pettyjohn Wood & White
Virginia
$315K -$1.03K -1 -0.3%
BFC
1756
Bedel Financial Consulting
Indiana
$315K – – –
FCA
1757
FLC Capital Advisors
California
$315K +$25.9K +25 +8%
DCA
1758
DB&C Advisors
Michigan
$315K +$2.07K +2 +0.6%
BL
1759
Balentine LLC
Georgia
$314K -$39.3K -38 -10%
CFGW
1760
Chancellor Financial Group WB
Pennsylvania
$313K +$9.31K +9 +3%
OFO
1761
OneAscent Family Office
Alabama
$313K +$80.7K +78 +32%
HP
1762
Holistic Planning
Texas
$313K +$23.8K +23 +8%
HA
1763
Heartland Advisors
Wisconsin
$313K – – –
PBK
1764
Peoples Bank (Kansas)
Kansas
$312K – – –
AWC
1765
Abundance Wealth Counselors
Pennsylvania
$311K -$5.17K -5 -2%
SGCA
1766
Steel Grove Capital Advisors
Tennessee
$311K -$310K -300 -48%
FPWM
1767
FSB Premier Wealth Management
Iowa
$310K -$13.4K -13 -4%
MAM
1768
McLean Asset Management
Virginia
$310K -$2.07K -2 -0.7%
EWM
1769
Evermay Wealth Management
Virginia
$310K -$10.3K -10 -3%
ZIG
1770
Zullo Investment Group
Pennsylvania
$310K -$15.5K -15 -4%
KTC
1771
Kentucky Trust Company
Kentucky
$310K +$4.14K +4 +1%
SWGC
1772
Summit Wealth Group (Colorado)
Colorado
$310K +$32.1K +31 +11%
LGG
1773
Luts & Greenleigh Group
Maryland
$309K -$8.27K -8 -2%
JTWM
1774
Jackson Thornton Wealth Management
Alabama
$309K +$105K +102 +47%
EA
1775
Emerald Advisors
Washington
$307K -$49.6K -48 -13%
69 70
71
72 73