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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FMWA
1426
Forvis Mazars Wealth Advisors
Missouri
$608K +$17K +18 +3%
WBG
1427
Wharton Business Group
Pennsylvania
$605K +$258K +273 +83%
FRA
1428
Frank Rimerman Advisors
California
$604K – – –
IA
1429
Integrity Alliance
Iowa
$604K -$2.74M -2,901 -83%
LA
1430
LVW Advisors
New York
$603K +$10.4K +11 +2%
CCP
1431
Carmel Capital Partners
California
$603K -$8.51K -9 -2%
KCM
1432
Kathmere Capital Management
Pennsylvania
$602K +$11.3K +12 +2%
FA
1433
Fiduciary Alliance
South Carolina
$601K -$2.21M -2,335 -80%
FIB
1434
First Interstate Bank
Montana
$600K -$60.5K -64 -10%
BAM
1435
Berkshire Asset Management
Pennsylvania
$598K – – –
S
1436
Sunpointe
Missouri
$598K +$539K +570 New
BWP
1437
Burling Wealth Partners
Illinois
$597K -$27.4K -29 -5%
FFO
1438
Fiduciary Family Office
Florida
$596K -$20.8K -22 -4%
TWM
1439
Topsail Wealth Management
North Carolina
$596K +$78.5K +83 +17%
MA
1440
MCF Advisors
Kentucky
$595K +$56.7K +60 +12%
MW
1441
MBL Wealth
North Carolina
$593K +$41.6K +44 +8%
ALAM
1442
Asahi Life Asset Management
Japan
$593K -$50.1K -53 -9%
PIA
1443
Perennial Investment Advisors
California
$590K -$3.78K -4 -0.7%
PAG
1444
Powers Advisory Group
Illinois
$586K +$946 +1 +0.2%
NSIM
1445
North Star Investment Management
Illinois
$585K – – –
TSW
1446
Three Seasons Wealth
Utah
$585K – – –
NCG
1447
Newport Capital Group
New Jersey
$584K -$16.1K -17 -3%
CCT
1448
Chemung Canal Trust
New York
$581K +$6.62K +7 +1%
SW
1449
Simplicity Wealth
New Jersey
$578K +$520K +550 New
RFP
1450
Root Financial Partners
California
$577K +$106K +112 +26%
56 57
58
59 60