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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
A
1551
Argentarii
Ohio
$569K +$188K +172 +48%
DWP
1552
Destiny Wealth Partners
Florida
$567K – – –
GG
1553
Gleason Group
Kentucky
$566K +$2.19K +2 +0.4%
PPC
1554
Park Place Capital
Alabama
$565K -$3.28K -3 -0.6%
TAM
1555
Todd Asset Management
Kentucky
$565K – – –
FMWA
1556
Forvis Mazars Wealth Advisors
Missouri
$564K +$7.65K +7 +1%
OFS
1557
Orrstown Financial Services
Pennsylvania
$561K +$117K +107 +26%
UAML
1558
US Asset Management LLC
Pennsylvania
$558K -$7.65K -7 -1%
OAS
1559
Optivise Advisory Services
Tennessee
$557K +$201K +184 +55%
BAWM
1560
Bennett Associates Wealth Management
Pennsylvania
$556K -$19.7K -18 -3%
APW
1561
Aventura Private Wealth
Florida
$554K -$8.75K -8 -2%
MAWA
1562
Moss Adams Wealth Advisors
Washington
$553K +$33.9K +31 +6%
PA
1563
Promethium Advisors
Maryland
$553K -$1.57M -1,435 -74%
RIA
1564
Regal Investment Advisors
Michigan
$553K -$7.65K -7 -1%
V
1565
VeraBank
Texas
$550K -$15.3K -14 -3%
NSIM
1566
North Star Investment Management
Illinois
$549K -$57.9K -53 -9%
NRC
1567
New Republic Capital
North Carolina
$545K +$210K +192 +61%
MA
1568
MJP Associates
Connecticut
$544K -$105K -96 -16%
MNBTD
1569
Moody National Bank Trust Division
Texas
$543K -$152K -139 -22%
GIA
1570
Guyasuta Investment Advisors
Pennsylvania
$541K – – –
BWP
1571
Burling Wealth Partners
Illinois
$539K -$2.19K -2 -0.4%
GWM
1572
Goldenstone Wealth Management
California
$538K +$550K +503 New
CIM
1573
Cambria Investment Management
California
$536K +$273K +250 +100%
BAM
1574
Bosun Asset Management
Illinois
$535K – – –
WKWM
1575
Walter & Keenan Wealth Management
Indiana
$535K +$4.37K +4 +0.8%
61 62
63
64 65