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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WGC
1601
Watts Gwilliam & Co
Arizona
$275K +$275K +342 New
AWAP
1602
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$274K +$7.23K +9 +3%
BGAI
1603
Bruce G. Allen Investments
Colorado
$273K +$5.62K +7 +2%
FM
1604
Foster & Motley
Ohio
$272K -$2.41K -3 -0.9%
NFC
1605
Northeast Financial Consultants
Connecticut
$272K – – –
MAM
1606
Magellan Asset Management
Australia
$272K -$62.7K -78 -19%
SC
1607
SouthState Corp
Florida
$272K +$12.9K +16 +5%
WCG
1608
Weaver Consulting Group
California
$271K – – –
PCMF
1609
Private Capital Management (Florida)
Florida
$271K -$8.03K -10 -3%
CWM
1610
Cahaba Wealth Management
Georgia
$270K – – –
CFP
1611
Cascade Financial Partners
California
$270K +$284K +353 New
FSA
1612
Fort Sheridan Advisors
Illinois
$269K +$18.5K +23 +8%
CAM
1613
Carret Asset Management
New York
$268K +$20.1K +25 +8%
RK
1614
Rather & Kittrell
Tennessee
$268K +$258K +321 New
MFG
1615
Magnus Financial Group
New York
$267K +$803 +1 +0.3%
BWP
1616
Barlow Wealth Partners
Kentucky
$266K -$649K -808 -70%
WPA
1617
Winning Points Advisors
Florida
$266K – – –
CWM
1618
Cornerstone Wealth Management
Missouri
$266K +$1.61K +2 +0.6%
TCM
1619
Traynor Capital Management
Pennsylvania
$265K -$21.7K -27 -8%
APG
1620
Abacus Planning Group
South Carolina
$264K -$13.7K -17 -5%
AWA
1621
Amplius Wealth Advisors
Pennsylvania
$264K -$353K -440 -58%
PBO
1622
Peoples Bank (Ohio)
Ohio
$263K +$28.9K +36 +13%
POIA
1623
Pin Oak Investment Advisors
Texas
$263K – – –
FOA
1624
Five Oceans Advisors
California
$263K +$2.41K +3 +1%
OBWG
1625
Onyx Bridge Wealth Group
New York
$261K +$5.62K +7 +2%
63 64
65
66 67