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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BGAI
1601
Bruce G. Allen Investments
Colorado
$260K +$223K +320 New
World Investment Advisors
1602
World Investment Advisors
California
$259K -$41.2K -59 -16%
CWM
1603
Cornerstone Wealth Management
Missouri
$257K -$39.1K -56 -15%
POIA
1604
Pin Oak Investment Advisors
Texas
$256K – – –
WPP
1605
Whalerock Point Partners
Rhode Island
$256K – – –
Thrive Wealth Management
1606
Thrive Wealth Management
Pennsylvania
$255K -$9.08K -13 -4%
WI
1607
WrapManager Inc
California
$254K -$5.58K -8 -2%
BBNB
1608
Baker Boyer National Bank
Washington
$254K – – –
FOA
1609
Five Oceans Advisors
California
$253K -$6.28K -9 -3%
CWM
1610
CarsonAllaria Wealth Management
Illinois
$253K -$5.58K -8 -3%
Fairview Capital Investment Management
1611
Fairview Capital Investment Management
California
$252K – – –
VIP
1612
Vista Investment Partners
Oklahoma
$252K +$217K +311 New
SouthState Corp
1613
SouthState Corp
Florida
$252K -$8.38K -12 -4%
Newbridge Financial Services Group
1614
Newbridge Financial Services Group
Florida
$250K +$215K +308 New
CFM Wealth Partners
1615
CFM Wealth Partners
Texas
$249K -$14K -20 -6%
VAF
1616
Values Added Financial
District of Columbia
$249K +$214K +307 New
MHR
1617
Matthew Hamilton Rosenberg
$248K +$4.89K +7 +2%
CP
1618
Castleview Partners
Texas
$247K +$201K +288 +1,800%
Klingenstein Fields & Co
1619
Klingenstein Fields & Co
New York
$247K +$212K +304 New
AA
1620
AJ Advisors
Tennessee
$246K +$212K +304 New
Relyea Zuckerberg Hanson
1621
Relyea Zuckerberg Hanson
Connecticut
$246K +$212K +303 New
Clear Creek Financial Management
1622
Clear Creek Financial Management
Washington
$244K +$209K +300 New
Fort Sheridan Advisors
1623
Fort Sheridan Advisors
Illinois
$244K +$209K +300 New
Taurus Asset Management
1624
Taurus Asset Management
New York
$244K +$209K +300 New
FP
1625
Financial Perspectives
Minnesota
$243K – – –