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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFS
1351
BridgePort Financial Solutions
Iowa
$740K +$9.31K +9 +1%
BW
1352
BIP Wealth
Georgia
$736K -$517K -500 -40%
RF
1353
Roxbury Financial
New Jersey
$734K +$13.4K +13 +2%
BHBT
1354
Burke & Herbert Bank & Trust
Virginia
$733K +$37.2K +36 +5%
TC
1355
TownSquare Capital
Utah
$728K +$60K +58 +8%
BAM
1356
Berkshire Asset Management
Pennsylvania
$723K -$24.8K -24 -3%
CAM
1357
Columbia Asset Management
Michigan
$721K -$37.2K -36 -5%
SCM
1358
Shelton Capital Management
Colorado
$721K -$14.5K -14 -2%
JWBC
1359
J.W. Burns & Co
New York
$720K +$3.1K +3 +0.4%
SP
1360
Stonebrook Private
Michigan
$719K +$354K +342 +84%
RIA
1361
Rhodes Investment Advisors
Texas
$717K -$9.31K -9 -1%
AWM
1362
Aprio Wealth Management
Georgia
$717K +$42.4K +41 +6%
OWP
1363
Obermeyer Wealth Partners
Colorado
$715K -$19.6K -19 -2%
EFG
1364
Everest Financial Group
Minnesota
$713K +$11.4K +11 +2%
KAS
1365
KPP Advisory Services
Kentucky
$712K -$82.7K -80 -10%
FFG
1366
Fortem Financial Group
California
$711K -$24.8K -24 -3%
MCM
1367
Manchester Capital Management
Vermont
$711K +$3.1K +3 +0.4%
WFA
1368
WJ Financial Advisors
Connecticut
$709K +$5.17K +5 +0.7%
FMLI
1369
Fukoku Mutual Life Insurance
Japan
$707K +$155K +150 +26%
TP
1370
Tranquility Partners
Tennessee
$707K +$14.5K +14 +2%
HBW
1371
Hazlett, Burt & Watson
West Virginia
$700K +$53.8K +52 +8%
WSA
1372
Warm Springs Advisors
California
$699K – – –
GWM
1373
Glass Wealth Management
Texas
$698K – – –
AOWM
1374
Asset One Wealth Management
Washington
$698K -$10.3K -10 -2%
EFG
1375
Elevated Financial Group
Indiana
$697K -$211K -204 -22%
53 54
55
56 57