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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1451
Riverbend Wealth Management
South Carolina
$555K +$19.6K +20 +4%
CCFM
1452
Clear Creek Financial Management
Washington
$554K +$138K +141 +32%
WDC
1453
Woodward Diversified Capital
California
$554K +$39.2K +40 +7%
CCP
1454
Carmel Capital Partners
California
$553K -$38.2K -39 -6%
LI
1455
LRI Investments
Florida
$551K – – –
NL
1456
NWAM LLC
Washington
$549K +$57.8K +59 +11%
EWA
1457
Etesian Wealth Advisors
Oregon
$548K – – –
RIL
1458
Rothschild Investment LLC
Illinois
$548K +$11.8K +12 +2%
FRA
1459
Frank Rimerman Advisors
California
$545K -$111K -113 -16%
NCG
1460
Newport Capital Group
New Jersey
$543K -$5.88K -6 -1%
SAM
1461
Strategy Asset Managers
California
$543K -$30.4K -31 -5%
CAAS
1462
Capital Asset Advisory Services
Michigan
$539K -$4.9K -5 -0.9%
EW
1463
Evoke Wealth
California
$539K +$1.96K +2 +0.4%
SIA
1464
Soltis Investment Advisors
Utah
$539K +$71.5K +73 +15%
APW
1465
Austin Private Wealth
Texas
$538K +$53.9K +55 +11%
NC
1466
Napatree Capital
Rhode Island
$538K +$69.6K +71 +14%
PIA
1467
Perennial Investment Advisors
California
$536K +$16.7K +17 +3%
AAG
1468
Armstrong Advisory Group
Massachusetts
$534K – – –
LA
1469
LVW Advisors
New York
$534K -$47K -48 -8%
WAAG
1470
Wealth Alliance Advisory Group
Kansas
$533K +$552K +563 New
KCM
1471
Kathmere Capital Management
Pennsylvania
$532K +$46.1K +47 +9%
FMWA
1472
Forvis Mazars Wealth Advisors
Missouri
$531K +$67.6K +69 +14%
BAM
1473
Berkshire Asset Management
Pennsylvania
$529K -$197K -201 -26%
NSIM
1474
North Star Investment Management
Illinois
$528K -$19.6K -20 -3%
TSW
1475
Three Seasons Wealth
Utah
$528K – – –
57 58
59
60 61