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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MW
1226
MBL Wealth
North Carolina
$984K -$20.7K -20 -2%
JC
1227
JM2 Capital
Oklahoma
$983K -$9.31K -9 -0.9%
CF
1228
Convergence Financial
Missouri
$974K +$504K +487 +93%
AW
1229
Alteri Wealth
California
$973K -$659K -637 -39%
BFO
1230
Biltmore Family Office
North Carolina
$968K +$11.4K +11 +1%
UCI
1231
Uncommon Cents Investing
Wisconsin
$966K +$31K +30 +3%
LS
1232
Livforsakringsbolaget Skandia
Sweden
$965K – – –
JC
1233
JBF Capital
Colorado
$962K – – –
FWM
1234
Forza Wealth Management
Florida
$961K – – –
MCM
1235
Mendel Capital Management
Arkansas
$957K -$2.07K -2 -0.2%
CAMV
1236
Concord Asset Management (Virginia)
Virginia
$955K +$9.31K +9 +0.9%
TWP
1237
Triad Wealth Partners
Kansas
$954K +$218K +211 +33%
AG
1238
AlTi Global
New York
$952K +$72.4K +70 +8%
JSAM
1239
J. Safra Asset Management
New York
$951K -$198K -191 -16%
MWA
1240
Meridian Wealth Advisors
Texas
$949K – – –
GM
1241
GeoWealth Management
Illinois
$941K +$60K +58 +6%
MFWP
1242
Mosaic Family Wealth Partners
Missouri
$941K +$594K +574 +142%
HCM
1243
Howland Capital Management
Massachusetts
$938K +$141K +136 +16%
TBA
1244
Tower Bridge Advisors
Pennsylvania
$938K -$27.9K -27 -3%
CAMG
1245
CWA Asset Management Group
Florida
$936K -$21.7K -21 -2%
GAAM
1246
Guinness Atkinson Asset Management
California
$934K -$78.6K -76 -7%
ELI
1247
Empire Life Investments
Ontario, Canada
$931K – – –
MA
1248
MCF Advisors
Kentucky
$923K -$38.3K -37 -4%
IA
1249
IFC Advisors
California
$918K +$37.2K +36 +4%
QI
1250
Qtron Investments
Massachusetts
$916K -$493K -477 -33%
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