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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWP
1401
CFM Wealth Partners
Texas
$328K -$273K -409 -47%
JC
1402
Jacobs & Co
California
$328K +$309K +463 New
MWPCG
1403
Measured Wealth Private Client Group
New Hampshire
$327K – – –
FMWA
1404
Forvis Mazars Wealth Advisors
Missouri
$327K -$4.01K -6 -1%
IIA
1405
Integral Investment Advisors
California
$327K +$57.4K +86 +23%
KAM
1406
Karani Asset Management
New York
$325K -$96.8K -145 -24%
RPWA
1407
Regent Peak Wealth Advisors
Georgia
$325K +$2K +3 +0.7%
PCOC
1408
Power Corp of Canada
Canada
$325K – – –
PWA
1409
Phoenix Wealth Advisors
North Carolina
$323K +$7.34K +11 +2%
AHB
1410
Abner Herrman & Brock
New Jersey
$323K +$1.34K +2 +0.4%
IP
1411
Investment Partners
Ohio
$323K -$106K -158 -26%
SWM
1412
Seed Wealth Management
Illinois
$322K +$303K +454 New
BWAM
1413
Boyd Watterson Asset Management
Ohio
$320K -$668 -1 -0.2%
IWA
1414
Intercontinental Wealth Advisors
Texas
$320K +$2.67K +4 +0.9%
EW
1415
Evoke Wealth
California
$319K +$66.1M +98,955 +17,545%
LC
1416
LCNB Corp
Ohio
$317K +$4.67K +7 +2%
ECM
1417
EagleClaw Capital Management
Massachusetts
$315K – – –
OCM
1418
Objective Capital Management
Ohio
$314K +$6.01K +9 +2%
MIM
1419
Morningstar Investment Management
Illinois
$314K +$296K +443 New
MHS
1420
M Holdings Securities
Oregon
$313K -$2K -3 -0.7%
TAIM
1421
TD Ameritrade Investment Management
Nebraska
$312K -$80.8K -121 -22%
NFC
1422
Northeast Financial Consultants
Connecticut
$312K -$125K -187 -30%
MIM
1423
Moseley Investment Management
Florida
$312K +$668 +1 +0.2%
IIC
1424
Ironwood Investment Counsel
Arizona
$310K -$8.68K -13 -3%
ZIG
1425
Zullo Investment Group
Pennsylvania
$310K -$2K -3 -0.7%
55 56
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58 59