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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1551
Cahaba Wealth Management
Georgia
$223K -$14.7K -21 -6%
TWM
1552
TMD Wealth Management
Arizona
$220K – – –
PBK
1553
Peoples Bank (Kansas)
Kansas
$220K +$238K +341 New
CFO
1554
Callan Family Office
Pennsylvania
$220K -$97.1K -139 -29%
HPIA
1555
Hamilton Point Investment Advisors
North Carolina
$220K – – –
GD
1556
Grandfield & Dodd
New York
$219K – – –
BOSSRA
1557
B.O.S.S. Retirement Advisors
Utah
$218K -$3.49K -5 -1%
TNA
1558
True North Advisors
Texas
$217K -$31.4K -45 -12%
PCMF
1559
Private Capital Management (Florida)
Florida
$216K – – –
KWM
1560
Keebeck Wealth Management
Illinois
$215K -$2.1K -3 -0.9%
CCM
1561
Cohen Capital Management
California
$213K – – –
PCG
1562
Prosperity Consulting Group
Maryland
$212K +$229K +328 New
SJL
1563
Shayne & Jacobs LLC
Tennessee
$212K +$229K +328 New
WP
1564
WealthSource Partners
California
$212K -$22.4K -32 -9%
WPA
1565
Winning Points Advisors
Florida
$212K – – –
CWP
1566
CFM Wealth Partners
Texas
$211K – – –
TWM
1567
Thrive Wealth Management
Pennsylvania
$211K +$4.19K +6 +2%
WP
1568
WMS Partners
Maryland
$210K -$4.19K -6 -2%
SLWA
1569
San Luis Wealth Advisors
California
$210K -$930K -1,331 -80%
WCG
1570
Weaver Consulting Group
California
$209K – – –
GC
1571
Gratus Capital
Georgia
$209K +$226K +323 New
SC
1572
SouthState Corp
Florida
$208K -$14.7K -21 -6%
APG
1573
Abacus Planning Group
South Carolina
$208K +$2.79K +4 +1%
FOA
1574
Five Oceans Advisors
California
$208K +$699 +1 +0.3%
VT
1575
Vise Technologies
New York
$208K +$18.9K +27 +9%
61 62
63
64 65