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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PW
1351
PUREfi Wealth
Massachusetts
$574K +$568K +560 New
TSW
1352
Three Seasons Wealth
Utah
$572K – – –
DBRC
1353
D.B. Root & Company
Pennsylvania
$568K +$6.09K +6 +1%
HFM
1354
Harvest Fund Management
China
$567K +$409K +403 +269%
V
1355
VeraBank
Texas
$565K -$14.2K -14 -2%
DAS
1356
Diversify Advisory Services
Utah
$564K +$6.09K +6 +1%
BPW
1357
Bingham Private Wealth
California
$564K +$558K +550 New
PIA
1358
Perennial Investment Advisors
California
$563K +$17.3K +17 +3%
CAMV
1359
Concord Asset Management (Virginia)
Virginia
$561K +$86.3K +85 +18%
RFA
1360
ROI Financial Advisors
Oregon
$561K +$555K +547 New
OBAM
1361
ODDO BHF Asset Management
France
$560K – – –
C
1362
Certuity
Florida
$560K -$270K -266 -33%
WDC
1363
Woodward Diversified Capital
California
$559K -$262K -258 -32%
PL
1364
Perpetual Ltd
Australia
$559K – – –
VCM
1365
Versant Capital Management
Arizona
$559K +$123K +121 +29%
PPC
1366
Park Place Capital
Alabama
$558K +$16.2K +16 +3%
FPCP
1367
Fort Point Capital Partners
California
$557K +$551K +543 New
AWA
1368
Alta Wealth Advisors
Massachusetts
$556K +$550K +542 New
LFG
1369
Larson Financial Group
Missouri
$554K -$8.12K -8 -1%
WCM
1370
Weik Capital Management
Pennsylvania
$554K – – –
GF
1371
Gries Financial
Ohio
$552K +$118K +116 +27%
DWM
1372
Drive Wealth Management
Utah
$551K -$100K -99 -16%
HFP
1373
Holistic Financial Partners
Indiana
$548K -$16.2K -16 -3%
CAMG
1374
CWA Asset Management Group
Florida
$547K +$28.4K +28 +6%
PCA
1375
Pallas Capital Advisors
Massachusetts
$546K +$4.06K +4 +0.8%
53 54
55
56 57