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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SS
1251
Simplicity Solutions
Minnesota
$224K -$121K -212 -35%
CAG
1252
Crestwood Advisors Group
Massachusetts
$223K -$6.28K -11 -3%
LIM
1253
Leavell Investment Management
Alabama
$223K – – –
BWP
1254
Bernardo Wealth Planning
Pennsylvania
$220K +$6.85K +12 +3%
RSWM
1255
Robertson Stephens Wealth Management
California
$219K -$258K -452 -54%
CBN
1256
Cadence Bank NA
Texas
$219K -$11.4K -20 -5%
FPFS
1257
First Personal Financial Services
North Carolina
$218K -$104K -183 -32%
MNBTD
1258
Moody National Bank Trust Division
Texas
$218K – – –
TAM
1259
Tocqueville Asset Management
New York
$217K -$28.5K -50 -11%
BFO
1260
Biltmore Family Office
North Carolina
$215K +$571 +1 +0.3%
LOPW
1261
Live Oak Private Wealth
North Carolina
$214K -$29.7K -52 -12%
RPWA
1262
Regent Peak Wealth Advisors
Georgia
$214K -$2.85K -5 -1%
APW
1263
Acima Private Wealth
Virginia
$214K – – –
NB
1264
Nicolet Bankshares
Wisconsin
$213K -$71.3K -125 -25%
BCM
1265
BTR Capital Management
California
$213K – – –
CBFP
1266
Cedar Brook Financial Partners
Ohio
$212K +$215K +376 New
KFP
1267
Keystone Financial Planning
Ohio
$211K – – –
WCM
1268
WealthBridge Capital Management
Ohio
$211K +$214K +375 New
FFA
1269
Founders Financial Alliance
North Carolina
$210K +$194K +340 New
ISWM
1270
Independent Solutions Wealth Management
New York
$210K +$212K +372 New
UIA
1271
UBP Investment Advisors
Switzerland
$209K +$211K +370 New
TA
1272
TFG Advisers
Michigan
$208K +$211K +370 New
VAM
1273
Verity Asset Management
North Carolina
$206K +$209K +366 New
AWA
1274
Arkadios Wealth Advisors
Georgia
$205K -$3.42K -6 -2%
JWA
1275
JFS Wealth Advisors
Pennsylvania
$205K – – –
49 50
51
52 53