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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
APA
1351
Allegiant Private Advisors
Florida
$280K +$257K +388 New
TAM
1352
Tocqueville Asset Management
New York
$278K – – –
BAM
1353
Belpointe Asset Management
Nevada
$278K +$48.4K +73 +23%
BWA
1354
BDO Wealth Advisors
Florida
$277K +$35.1K +53 +16%
RSWM
1355
Robertson Stephens Wealth Management
California
$275K -$5.3K -8 -2%
WC
1356
Woodstock Corp
Massachusetts
$275K +$253K +381 New
LOPW
1357
Live Oak Private Wealth
North Carolina
$274K – – –
IIC
1358
Ironwood Investment Counsel
Arizona
$274K +$252K +380 New
SCM
1359
Stonebridge Capital Management
California
$273K -$16.6K -25 -6%
APW
1360
Acima Private Wealth
Virginia
$273K – – –
LRIA
1361
Leonard Rickey Investment Advisors
Washington
$272K +$10.6K +16 +4%
WCM
1362
WealthBridge Capital Management
Ohio
$271K – – –
FMT
1363
First Mercantile Trust
Tennessee
$271K +$7.29K +11 +3%
FWM
1364
Fairhaven Wealth Management
Illinois
$270K -$17.2K -26 -7%
BWP
1365
Bernardo Wealth Planning
Pennsylvania
$268K -$12.6K -19 -5%
JWA
1366
JFS Wealth Advisors
Pennsylvania
$267K +$4.64K +7 +2%
VAM
1367
Verity Asset Management
North Carolina
$264K – – –
CBFP
1368
Cedar Brook Financial Partners
Ohio
$263K -$7.29K -11 -3%
TC
1369
Truvestments Capital
Florida
$263K +$160K +242 +195%
CA
1370
Crumly & Associates
Illinois
$261K -$29.8K -45 -11%
FPFS
1371
First Personal Financial Services
North Carolina
$261K -$16.6K -25 -6%
WMP
1372
Wealth Management Partners
Arizona
$261K +$239K +361 New
AA
1373
AQR Arbitrage
Connecticut
$261K +$243K +367 New
KFP
1374
Keystone Financial Planning
Ohio
$260K -$9.28K -14 -4%
RWM
1375
Ritholtz Wealth Management
New York
$260K +$239K +361 New
53 54
55
56 57