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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
QT
1351
Quantamental Technologies
New York
$384K +$371K +439 New
DLA
1352
Douglas Lane & Associates
New York
$381K +$2.53K +3 +0.7%
RPWA
1353
Regent Peak Wealth Advisors
Georgia
$380K -$31.3K -37 -8%
POIA
1354
Pin Oak Investment Advisors
Texas
$378K – – –
GL
1355
Graypoint LLC
New York
$378K +$52.4K +62 +17%
CBN
1356
Cadence Bank NA
Texas
$377K -$3.38K -4 -0.9%
WAP
1357
Wealthcare Advisory Partners
Pennsylvania
$377K +$31.3K +37 +9%
SFSIG
1358
San Francisco Sentry Investment Group
California
$376K +$25.3K +30 +8%
OWP
1359
Obermeyer Wealth Partners
Colorado
$374K – – –
MWPCG
1360
Measured Wealth Private Client Group
New Hampshire
$374K +$2.53K +3 +0.7%
TSWM
1361
Triangle Securities Wealth Management
North Carolina
$372K -$8.45K -10 -2%
VCM
1362
Vivaldi Capital Management
Illinois
$372K -$5.91K -7 -2%
SFS
1363
Summit Financial Strategies
Ohio
$370K – – –
PCS
1364
Personal CFO Solutions
New Jersey
$369K +$57.4K +68 +19%
FSC
1365
Full Sail Capital
Oklahoma
$368K +$69.3K +82 +24%
SDAM
1366
Shulman DeMeo Asset Management
New York
$362K -$13.5K -16 -4%
FFG
1367
Frisch Financial Group
New York
$362K – – –
WC
1368
Woodstock Corp
Massachusetts
$360K +$16.9K +20 +5%
PTP
1369
Platform Technology Partners
New York
$358K +$345K +409 New
TA
1370
Tiedemann Advisors
New York
$355K -$32.9K -39 -9%
NRS
1371
Neville Rodie & Shaw
New York
$350K – – –
BCFD
1372
Boit C.F. David
$350K +$338K +400 New
IIC
1373
Ironwood Investment Counsel
Arizona
$346K +$1.69K +2 +0.5%
MNBTD
1374
Moody National Bank Trust Division
Texas
$342K +$4.22K +5 +1%
TC
1375
TownSquare Capital
Utah
$342K +$68.4K +81 +27%
53 54
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56 57