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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FDS
1551
Freedom Day Solutions
Texas
$240K +$21.1K +30 +9%
AWM
1552
Angeles Wealth Management
California
$240K -$35.9K -51 -12%
NC
1553
NinePointTwo Capital
California
$240K +$253K +359 New
ST
1554
Sageworth Trust
Pennsylvania
$240K -$1.41K -2 -0.6%
OWA
1555
Opal Wealth Advisors
New York
$240K +$18.3K +26 +8%
FB
1556
First Bancorp
Maine
$239K -$14.1K -20 -5%
LAM
1557
L2 Asset Management
Massachusetts
$238K +$10.6K +15 +4%
FSC
1558
Full Sail Capital
Oklahoma
$238K +$251K +356 New
SWMP
1559
Signature Wealth Management Partners
New Jersey
$237K +$249K +354 New
KFP
1560
Keystone Financial Planning
Ohio
$237K – – –
HP
1561
Hyperion Partners
Pennsylvania
$236K – – –
SGA
1562
Seaport Global Advisors
Massachusetts
$236K – – –
WKSWA
1563
White Knight Strategic Wealth Advisors
New Jersey
$236K – – –
HAIM
1564
Hunter Associates Investment Management
Pennsylvania
$235K – – –
MAM
1565
Magellan Asset Management
Australia
$235K +$7.75K +11 +3%
WCM
1566
Wedge Capital Management
North Carolina
$234K +$247K +350 New
WC
1567
Weil Company
California
$234K +$704 +1 +0.3%
KAM
1568
Karani Asset Management
New York
$234K -$77.5K -110 -24%
MG
1569
Meritage Group
California
$232K +$244K +347 New
TSWM
1570
Triangle Securities Wealth Management
North Carolina
$230K – – –
GFG
1571
Greystone Financial Group
Michigan
$230K +$242K +344 New
CI
1572
CX Institutional
Indiana
$228K -$30.3K -43 -11%
LPAM
1573
Lodestar Private Asset Management
California
$228K +$4.93K +7 +2%
FDDB
1574
Fidelity D&D Bancorp
Pennsylvania
$228K +$192K +273 New
HPIA
1575
Hamilton Point Investment Advisors
North Carolina
$228K +$21.1K +30 +10%
61 62
63
64 65