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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BOPW
1301
Brandywine Oak Private Wealth
Pennsylvania
$335K -$664K -1,014 -62%
AWM
1302
Accurate Wealth Management
Florida
$335K +$75.3K +115 +24%
SAM
1303
Strategy Asset Managers
California
$335K +$399K +610 New
SAM
1304
Seelaus Asset Management
New Jersey
$333K +$3.27K +5 +0.8%
KAM
1305
Karani Asset Management
New York
$332K -$69.4K -106 -15%
BFM
1306
Boothbay Fund Management
New York
$332K +$395K +603 New
PFBT
1307
Parkside Financial Bank & Trust
Missouri
$331K +$10.5K +16 +3%
QC
1308
Quent Capital
New York
$331K +$139K +213 +55%
PSP
1309
Principal Street Partners
Tennessee
$330K -$56.9K -87 -13%
CANY
1310
Caxton Associates (New York)
New York
$329K +$54.3K +83 +16%
OFS
1311
OneAscent Financial Services
Alabama
$328K +$11.1K +17 +3%
CM
1312
Columbus Macro
Pennsylvania
$327K -$6.55K -10 -2%
IDBONY
1313
Israel Discount Bank of New York
New York
$327K +$9.16K +14 +2%
WAL
1314
W Advisors LLC
Tennessee
$325K -$1.31K -2 -0.3%
WMP
1315
Wealth Management Partners
Arizona
$325K – – –
EWA
1316
ERTS Wealth Advisors
Michigan
$324K +$1.31K +2 +0.3%
GLA
1317
Good Life Advisors
Pennsylvania
$322K -$1.96K -3 -0.5%
MCC
1318
Malaga Cove Capital
California
$322K +$384K +586 New
BCM
1319
Birch Capital Management
Texas
$322K +$167K +255 +77%
WBG
1320
Wharton Business Group
Pennsylvania
$321K – – –
RFA
1321
Resurgent Financial Advisors
Georgia
$319K -$300K -459 -44%
DSC
1322
Duncker Streett & Co
Missouri
$319K -$2.62K -4 -0.7%
LA
1323
Legacy Advisors
Pennsylvania
$319K +$55K +84 +17%
LWMM
1324
Legacy Wealth Management (Mississippi)
Mississippi
$319K -$194K -297 -34%
EFSCE
1325
Enterprise Financial Services Corp (EFSC)
Missouri
$318K +$21.6K +33 +6%
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