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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWA
1476
Bordeaux Wealth Advisors
California
$274K +$250K +289 New
FM
1477
Foster & Motley
Ohio
$273K -$33.8K -39 -12%
BST
1478
Bath Savings Trust
Maine
$273K – – –
SAW
1479
Signal Advisors Wealth
Michigan
$272K +$248K +287 New
ST
1480
Smithfield Trust
Pennsylvania
$272K -$1.73K -2 -0.7%
CWM
1481
Concentric Wealth Management
California
$271K – – –
MCWA
1482
Meadow Creek Wealth Advisors
Georgia
$269K +$245K +283 New
GWP
1483
Gen-Wealth Partners
Michigan
$268K -$10.4K -12 -4%
RWP
1484
Revolve Wealth Partners
New Jersey
$268K +$244K +282 New
FTC
1485
Farmers Trust Company
Ohio
$268K +$17.3K +20 +8%
CFO
1486
CVA Family Office
Colorado
$268K +$24.2K +28 +11%
SPWM
1487
Schrum Private Wealth Management
Florida
$268K +$244K +282 New
NF
1488
Nikulski Financial
Iowa
$268K +$13.8K +16 +6%
NFSG
1489
Newbridge Financial Services Group
Florida
$267K +$22.5K +26 +10%
WPP
1490
Whalerock Point Partners
Rhode Island
$265K – – –
RMCM
1491
Reynders McVeigh Capital Management
Massachusetts
$264K +$241K +278 New
NSAM
1492
North Star Asset Management
Wisconsin
$263K – – –
FDDB
1493
Fidelity D&D Bancorp
Pennsylvania
$263K +$8.65K +10 +4%
LFP
1494
Lakeshore Financial Planning
Michigan
$263K – – –
PWM
1495
Prentice Wealth Management
New York
$261K -$865 -1 -0.4%
IC
1496
Iconiq Capital
California
$261K +$238K +275 New
CFG
1497
Cooper Financial Group
California
$259K -$224K -259 -49%
TAM
1498
Tocqueville Asset Management
New York
$257K -$3.46K -4 -1%
FOA
1499
Five Oceans Advisors
California
$257K – – –
GFG
1500
Greystone Financial Group
Michigan
$256K – – –
58 59
60
61 62