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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1351
Palumbo Wealth Management
New York
$387K +$1.69K +2 +0.5%
NWA
1352
New World Advisors
Massachusetts
$387K +$373K +442 New
MIM
1353
Moseley Investment Management
Florida
$386K +$372K +441 New
BW
1354
Bison Wealth
Georgia
$384K -$78.5K -93 -17%
CAN
1355
Claraphi Advisory Network
United States
$384K -$5.91K -7 -2%
QT
1356
Quantamental Technologies
New York
$384K +$371K +439 New
DLA
1357
Douglas Lane & Associates
New York
$381K +$2.53K +3 +0.7%
RPWA
1358
Regent Peak Wealth Advisors
Georgia
$380K -$31.3K -37 -8%
POIA
1359
Pin Oak Investment Advisors
Texas
$378K – – –
GL
1360
Graypoint LLC
New York
$378K +$52.4K +62 +17%
CBN
1361
Cadence Bank NA
Texas
$377K -$3.38K -4 -0.9%
WAP
1362
Wealthcare Advisory Partners
Pennsylvania
$377K +$31.3K +37 +9%
SFSIG
1363
San Francisco Sentry Investment Group
California
$376K +$25.3K +30 +8%
OWP
1364
Obermeyer Wealth Partners
Colorado
$374K – – –
MWPCG
1365
Measured Wealth Private Client Group
New Hampshire
$374K +$2.53K +3 +0.7%
TSWM
1366
Triangle Securities Wealth Management
North Carolina
$372K -$8.45K -10 -2%
VCM
1367
Vivaldi Capital Management
Illinois
$372K -$5.91K -7 -2%
SFS
1368
Summit Financial Strategies
Ohio
$370K – – –
PCS
1369
Personal CFO Solutions
New Jersey
$369K +$57.4K +68 +19%
FSC
1370
Full Sail Capital
Oklahoma
$368K +$69.3K +82 +24%
SDAM
1371
Shulman DeMeo Asset Management
New York
$362K -$13.5K -16 -4%
FFG
1372
Frisch Financial Group
New York
$362K – – –
WC
1373
Woodstock Corp
Massachusetts
$360K +$16.9K +20 +5%
PTP
1374
Platform Technology Partners
New York
$358K +$345K +409 New
TA
1375
Tiedemann Advisors
New York
$355K -$32.9K -39 -9%
53 54
55
56 57