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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NRS
1376
Neville Rodie & Shaw
New York
$350K – – –
BCFD
1377
Boit C.F. David
$350K +$338K +400 New
IIC
1378
Ironwood Investment Counsel
Arizona
$346K +$1.69K +2 +0.5%
MNBTD
1379
Moody National Bank Trust Division
Texas
$342K +$4.22K +5 +1%
TC
1380
TownSquare Capital
Utah
$342K +$68.4K +81 +27%
ODIJL
1381
One Day In July LLC
Vermont
$342K +$330K +391 New
WG
1382
Winton Group
United Kingdom
$341K -$251K -297 -43%
PPWM
1383
PFG Private Wealth Management
Florida
$341K +$44.8K +53 +16%
CAG
1384
Crestwood Advisors Group
Massachusetts
$339K -$4.22K -5 -1%
ALAM
1385
Asahi Life Asset Management
Japan
$339K +$328K +388 New
WP
1386
WMS Partners
Maryland
$338K -$5.07K -6 -2%
CQS
1387
Credential Qtrade Securities
$337K -$160K -189 -33%
GFS
1388
GYL Financial Synergies
Connecticut
$336K – – –
EF
1389
Empowered Funds
Pennsylvania
$336K +$324K +384 New
WMP
1390
Wealth Management Partners
Arizona
$335K +$18.6K +22 +6%
FA
1391
Fermata Advisors
California
$334K +$321K +380 New
PFA
1392
Paradigm Financial Advisors
Missouri
$334K +$323K +382 New
APW
1393
Acima Private Wealth
Virginia
$332K – – –
LOPW
1394
Live Oak Private Wealth
North Carolina
$332K – – –
PFGIA
1395
Patriot Financial Group Insurance Agency
Massachusetts
$332K +$81.1K +96 +34%
TGAM
1396
TBH Global Asset Management
Tennessee
$330K – – –
APA
1397
Allegiant Private Advisors
Florida
$329K – – –
KP
1398
Keel Point
Alabama
$329K +$24.5K +29 +8%
WCM
1399
WealthBridge Capital Management
Ohio
$328K – – –
SG
1400
Stonnington Group
California
$326K – – –
54 55
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