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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1026
Brandywine Oak Private Wealth
Pennsylvania
$202K +$211K +515 New
PGIM
1027
Pacific Global Investment Management
California
$201K -$819 -2 -0.4%
BJL
1028
Brighton Jones LLC
Washington
$201K +$210K +512 New
MOS
1029
MGO One Seven
Ohio
$200K -$24.2K -59 -10%
PFBT
1030
Parkside Financial Bank & Trust
Missouri
$200K -$2.05K -5 -1%
ESB
1031
Essex Savings Bank
Connecticut
$200K +$209K +510 New
IC
1032
Inscription Capital
Texas
$199K +$208K +507 New
SCP
1033
Stamos Capital Partners
California
$196K +$205K +500 New
AC
1034
Avestar Capital
New York
$194K -$2.87K -7 -1%
MWA
1035
Meridian Wealth Advisors
Texas
$189K +$197K +480 New
IBOK
1036
Independence Bank of Kentucky
Kentucky
$183K – – –
BAM
1037
Belpointe Asset Management
Nevada
$180K -$69.2K -169 -27%
AIM
1038
Advantage Investment Management
Iowa
$178K +$6.55K +16 +4%
JFGIW
1039
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$175K -$29.1K -71 -14%
AW
1040
Alpha Windward
Massachusetts
$158K -$18.8K -46 -10%
CWA
1041
Clarus Wealth Advisors
Arizona
$158K +$19.7K +48 +14%
CG
1042
Cutler Group
California
$157K +$164K +400 New
CIAS
1043
Capital Investment Advisory Services
North Carolina
$156K +$163K +397 New
HT
1044
Heritage Trust
Oklahoma
$152K +$56.5K +138 +56%
LC
1045
Lindbrook Capital
California
$152K +$159K +388 New
SWM
1046
SeaCrest Wealth Management
New York
$151K -$39.7K -97 -20%
DWM
1047
Doyle Wealth Management
Florida
$148K +$154K +376 New
SWA
1048
Sutton Wealth Advisors
Florida
$146K +$27K +66 +22%
APW
1049
Acima Private Wealth
Virginia
$145K +$151K +369 New
JA
1050
JOYN Advisors
Georgia
$144K +$112K +273 +290%
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