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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIA
1601
World Investment Advisors
California
$259K -$41.2K -59 -16%
CWM
1602
Cornerstone Wealth Management
Missouri
$257K -$39.1K -56 -15%
POIA
1603
Pin Oak Investment Advisors
Texas
$256K – – –
WPP
1604
Whalerock Point Partners
Rhode Island
$256K – – –
TWM
1605
Thrive Wealth Management
Pennsylvania
$255K -$9.07K -13 -4%
WI
1606
WrapManager Inc
California
$254K -$5.58K -8 -2%
BBNB
1607
Baker Boyer National Bank
Washington
$254K – – –
FOA
1608
Five Oceans Advisors
California
$253K -$6.28K -9 -3%
CWM
1609
CarsonAllaria Wealth Management
Illinois
$253K -$5.58K -8 -3%
FCIM
1610
Fairview Capital Investment Management
California
$252K – – –
VIP
1611
Vista Investment Partners
Oklahoma
$252K +$217K +311 New
SC
1612
SouthState Corp
Florida
$252K -$8.38K -12 -4%
NFSG
1613
Newbridge Financial Services Group
Florida
$250K +$215K +308 New
CWP
1614
CFM Wealth Partners
Texas
$249K -$14K -20 -6%
VAF
1615
Values Added Financial
District of Columbia
$249K +$214K +307 New
MHR
1616
Matthew Hamilton Rosenberg
$248K +$4.89K +7 +2%
CP
1617
Castleview Partners
Texas
$247K +$201K +288 +1,800%
KFC
1618
Klingenstein Fields & Co
New York
$247K +$212K +304 New
AA
1619
AJ Advisors
Tennessee
$246K +$212K +304 New
RZH
1620
Relyea Zuckerberg Hanson
Connecticut
$246K +$212K +303 New
CCFM
1621
Clear Creek Financial Management
Washington
$244K +$209K +300 New
FSA
1622
Fort Sheridan Advisors
Illinois
$244K +$209K +300 New
TAM
1623
Taurus Asset Management
New York
$244K +$209K +300 New
FP
1624
Financial Perspectives
Minnesota
$243K – – –
WTB
1625
Washington Trust Bank
Washington
$243K +$209K +299 New
63 64
65
66 67