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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MAWA
1476
Moss Adams Wealth Advisors
Washington
$551K +$58.9K +56 +11%
S
1477
Sunpointe
Missouri
$550K -$33.7K -32 -5%
SAM
1478
Strategy Asset Managers
California
$549K +$9.47K +9 +2%
MSWM
1479
Mowery & Schoenfeld Wealth Management
Illinois
$548K -$3.16K -3 -0.5%
AL
1480
Aspiriant LLC
California
$548K +$157K +149 +35%
LI
1481
LMCG Investments
Massachusetts
$546K -$101K -96 -14%
SWA
1482
Sax Wealth Advisors
New Jersey
$545K -$32.6K -31 -6%
GBT
1483
Grove Bank & Trust
Florida
$543K +$268K +255 +82%
ANC
1484
Ames National Corp
Iowa
$542K -$52.6K -50 -8%
AA
1485
Alta Advisers
United Kingdom
$542K – – –
MC
1486
Marest Capital
California
$542K +$3.16K +3 +0.5%
TFS
1487
Thoroughbred Financial Services
Tennessee
$542K -$31.6K -30 -5%
CSPIA
1488
Cary Street Partners Investment Advisory
Virginia
$541K +$84.2K +80 +17%
MW
1489
Marble Wealth
Alabama
$541K -$237K -225 -29%
TSW
1490
Three Seasons Wealth
Utah
$537K – – –
AIM
1491
Allen Investment Management
New York
$535K +$18.9K +18 +3%
SPW
1492
Signet Private Wealth
Illinois
$535K – – –
PW
1493
PUREfi Wealth
Massachusetts
$534K +$113K +107 +24%
FMP
1494
Financial Management Professionals
Texas
$533K +$9.47K +9 +2%
PAG
1495
Powers Advisory Group
Illinois
$528K +$2.1K +2 +0.4%
PPC
1496
Park Place Capital
Alabama
$527K +$21K +20 +4%
OP
1497
Oslo Pensjonsforsikring
$526K +$575K +547 New
KFI
1498
Key Financial Inc
Pennsylvania
$525K +$4.21K +4 +0.7%
SWMP
1499
Signature Wealth Management Partners
New Jersey
$524K +$105K +100 +22%
HIC
1500
Holderness Investments Company
North Carolina
$523K – – –
58 59
60
61 62