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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LC
1526
LCNB Corp
Ohio
$311K -$48.9K -70 -15%
BRIA
1527
Balanced Rock Investment Advisors
Massachusetts
$311K +$267K +383 New
EM
1528
Excalibur Management
Massachusetts
$310K – – –
AFT
1529
Alpha Family Trust
California
$308K – – –
ICP
1530
Interchange Capital Partners
Pennsylvania
$308K -$23.7K -34 -8%
APW
1531
Acima Private Wealth
Virginia
$308K – – –
DOA
1532
D'Orazio & Associates
Virginia
$307K -$2.09K -3 -0.8%
MC
1533
Marest Capital
California
$307K +$263K +377 New
TNA
1534
True North Advisors
Texas
$307K +$29.3K +42 +13%
AG
1535
Ascent Group
Virginia
$305K -$9.07K -13 -3%
AF
1536
Advisornet Financial
Minnesota
$305K +$4.19K +6 +2%
SCP
1537
Sivia Capital Partners
California
$304K +$262K +375 New
APW
1538
Austin Private Wealth
Texas
$304K -$7.68K -11 -3%
IP
1539
Ignite Planners
California
$304K -$54.4K -78 -17%
RSWA
1540
Robinson Smith Wealth Advisors
Maine
$303K +$261K +374 New
BAAM
1541
Baker Avenue Asset Management
California
$303K +$16.1K +23 +7%
IFWM
1542
Institute for Wealth Management
Colorado
$301K – – –
LCGC
1543
Legacy Capital Group California
California
$300K +$2.09K +3 +0.8%
OL
1544
OneFund LLC
Florida
$300K +$258K +369 New
KFP
1545
Keystone Financial Planning
Ohio
$300K – – –
PWM
1546
Palumbo Wealth Management
New York
$298K -$8.38K -12 -3%
ALAM
1547
Asahi Life Asset Management
Japan
$296K +$255K +365 New
RDWM
1548
Red Door Wealth Management
Tennessee
$295K -$5.58K -8 -2%
CIA
1549
Compass Ion Advisors
Pennsylvania
$294K -$7.68K -11 -3%
TC
1550
Trust Company
Kansas
$294K -$16.1K -23 -6%
60 61
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