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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WTB
1626
Washington Trust Bank
Washington
$243K +$209K +299 New
SWP
1627
ShoreHaven Wealth Partners
New Jersey
$243K +$209K +299 New
VWA
1628
Visionary Wealth Advisors
Illinois
$242K +$208K +298 New
WA
1629
Wealthstream Advisors
New York
$242K +$208K +298 New
CAM
1630
Carret Asset Management
New York
$241K +$207K +297 New
KCM
1631
KRS Capital Management
Michigan
$241K +$207K +296 New
BB
1632
Bell Bank
North Dakota
$240K +$207K +296 New
DTC
1633
Davidson Trust Company
Washington
$240K +$207K +296 New
NC
1634
Napatree Capital
Rhode Island
$239K +$206K +295 New
RFP
1635
Root Financial Partners
California
$239K +$206K +295 New
NRC
1636
New Republic Capital
North Carolina
$239K +$205K +294 New
SLWA
1637
San Luis Wealth Advisors
California
$237K -$23K -33 -10%
FDS
1638
Freedom Day Solutions
Texas
$236K +$203K +291 New
TWA
1639
TCI Wealth Advisors
Arizona
$236K +$203K +291 New
SFC
1640
SYM Financial Corp
Indiana
$234K +$201K +288 New
VBCG
1641
Valley Brook Capital Group
Pennsylvania
$234K +$201K +288 New
WKSWA
1642
White Knight Strategic Wealth Advisors
New Jersey
$234K +$201K +288 New
BST
1643
Bath Savings Trust
Maine
$233K +$200K +287 New
WCM
1644
Wedge Capital Management
North Carolina
$232K +$200K +286 New
LIM
1645
Leavell Investment Management
Alabama
$231K +$198K +284 New
GFG
1646
Greystone Financial Group
Michigan
$231K +$198K +284 New
WF
1647
Wayfinding Financial
Washington
$230K -$25.1K -36 -11%
FPAS
1648
Focus Partners Advisor Solutions
Missouri
$230K +$198K +283 New
CPL
1649
CAP Partners LLC
Tennessee
$229K +$197K +282 New
CAWM
1650
Capital Advisors Wealth Management
Washington
$228K +$195K +280 New
64 65
66
67 68