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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AG
1451
Ascent Group
Virginia
$376K +$429K +470 New
BC
1452
Bridgefront Capital
Texas
$375K +$374K +410 New
IWP
1453
Insight Wealth Partners
Texas
$375K +$374K +410 New
CBN
1454
Cadence Bank NA
Texas
$373K -$17.3K -19 -4%
WC
1455
Woodstock Corp
Massachusetts
$372K -$1.82K -2 -0.5%
FA
1456
Fermata Advisors
California
$370K -$31K -34 -8%
MIM
1457
Moseley Investment Management
Florida
$368K – – –
VCM
1458
Vivaldi Capital Management
Illinois
$368K +$913 +1 +0.2%
FCA
1459
FLC Capital Advisors
California
$367K -$183K -200 -33%
TIA
1460
Traphagen Investment Advisors
New Jersey
$366K -$1.75M -1,916 -83%
BCFD
1461
Boit C.F. David
$366K – – –
NRS
1462
Neville Rodie & Shaw
New York
$366K – – –
PSP
1463
Principal Street Partners
Tennessee
$366K – – –
MWAM
1464
Manhattan West Asset Management
California
$366K +$365K +400 New
CAG
1465
Crestwood Advisors Group
Massachusetts
$365K +$30.1K +33 +9%
MNBTD
1466
Moody National Bank Trust Division
Texas
$363K – – –
GSIS
1467
Global Strategic Investment Solutions
Arizona
$361K -$285K -312 -44%
FMWA
1468
Forvis Mazars Wealth Advisors
Missouri
$359K +$45.6K +50 +15%
GFS
1469
GYL Financial Synergies
Connecticut
$357K – – –
WCM
1470
WealthBridge Capital Management
Ohio
$356K – – –
BCM
1471
Brookstone Capital Management
Illinois
$355K -$86.7K -95 -19%
IIC
1472
Ironwood Investment Counsel
Arizona
$355K +$913 +1 +0.3%
HC
1473
Hamilton Capital
Ohio
$354K +$353K +387 New
HWMG
1474
Hurlow Wealth Management Group
Indiana
$353K – – –
SIG
1475
Sargent Investment Group
Maryland
$352K -$22.8K -25 -6%
57 58
59
60 61