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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LS
1226
Livforsakringsbolaget Skandia
Sweden
$965K – – –
JC
1227
JBF Capital
Colorado
$962K – – –
FWM
1228
Forza Wealth Management
Florida
$961K – – –
MCM
1229
Mendel Capital Management
Arkansas
$957K -$2.07K -2 -0.2%
CAMV
1230
Concord Asset Management (Virginia)
Virginia
$955K +$9.31K +9 +0.9%
TWP
1231
Triad Wealth Partners
Kansas
$954K +$218K +211 +33%
AG
1232
AlTi Global
New York
$952K +$72.4K +70 +8%
JSAM
1233
J. Safra Asset Management
New York
$951K -$198K -191 -16%
MWA
1234
Meridian Wealth Advisors
Texas
$949K – – –
GM
1235
GeoWealth Management
Illinois
$941K +$60K +58 +6%
MFWP
1236
Mosaic Family Wealth Partners
Missouri
$941K +$594K +574 +142%
HCM
1237
Howland Capital Management
Massachusetts
$938K +$141K +136 +16%
TBA
1238
Tower Bridge Advisors
Pennsylvania
$938K -$27.9K -27 -3%
CAMG
1239
CWA Asset Management Group
Florida
$936K -$21.7K -21 -2%
GAAM
1240
Guinness Atkinson Asset Management
California
$934K -$78.6K -76 -7%
ELI
1241
Empire Life Investments
Ontario, Canada
$931K – – –
MA
1242
MCF Advisors
Kentucky
$923K -$38.3K -37 -4%
IA
1243
IFC Advisors
California
$918K +$37.2K +36 +4%
QI
1244
Qtron Investments
Massachusetts
$916K -$493K -477 -33%
CBA
1245
Coastal Bridge Advisors
Connecticut
$914K +$174K +168 +21%
HBT
1246
Hills Bank & Trust
Iowa
$913K -$16.5K -16 -2%
RC
1247
Roundview Capital
New Jersey
$912K – – –
WA
1248
Wealth Architects
California
$912K +$3.1K +3 +0.3%
LSPW
1249
Lake Street Private Wealth
Illinois
$909K -$21.7K -21 -2%
CAG
1250
Centerpoint Advisory Group
Kansas
$908K – – –
48 49
50
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