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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1526
Catalina Capital Group
California
$467K +$483K +493 New
FIM
1527
Freedom Investment Management
Connecticut
$467K -$208K -212 -30%
SWA
1528
Strategies Wealth Advisors
Michigan
$466K +$482K +492 New
IF
1529
Integrity Financial
Wyoming
$464K – – –
LCWP
1530
Legacy Capital Wealth Partners
Arkansas
$461K -$26.5K -27 -5%
EB
1531
Exchange Bank
California
$460K +$17.6K +18 +4%
RPWA
1532
Regent Peak Wealth Advisors
Georgia
$460K +$4.9K +5 +1%
TWM
1533
Topsail Wealth Management
North Carolina
$459K +$50K +51 +12%
FA
1534
Fermata Advisors
California
$458K +$232K +237 +96%
CF
1535
Centaurus Financial
California
$457K -$649K -662 -58%
HFP
1536
Holistic Financial Partners
Indiana
$454K -$53.9K -55 -10%
RP
1537
Riverwater Partners
Wisconsin
$454K -$23.5K -24 -5%
FPW
1538
Flywheel Private Wealth
California
$454K – – –
IA
1539
Investor AB
Sweden
$454K – – –
USB
1540
Union Savings Bank
Connecticut
$454K – – –
CC
1541
Callan Capital
California
$453K +$54.9K +56 +13%
IUHSA
1542
Itau Unibanco Holding S.A.
Brazil
$452K +$468K +478 New
BWM
1543
BigSur Wealth Management
Florida
$451K – – –
EFA
1544
Evernest Financial Advisors
Indiana
$448K -$43.1K -44 -9%
CB
1545
Cadence Bank
Mississippi
$447K -$15.7K -16 -3%
CI
1546
CX Institutional
Indiana
$446K +$28.4K +29 +7%
XF
1547
XML Financial
Maryland
$446K -$48K -49 -9%
LIM
1548
Loudon Investment Management
New Hampshire
$446K -$28.4K -29 -6%
TC
1549
Trust Company
Kansas
$446K +$462K +471 New
NFC
1550
Northeast Financial Consultants
Connecticut
$442K – – –
60 61
62
63 64