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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1626
Taurus Asset Management
New York
$308K +$304K +300 New
FP
1627
Financial Perspectives
Minnesota
$307K – – –
VCM
1628
Vision Capital Management
Oregon
$305K +$8.12K +8 +3%
CCM
1629
Copeland Capital Management
Pennsylvania
$305K – – –
FDS
1630
Freedom Day Solutions
Texas
$305K +$7.1K +7 +2%
WCF
1631
West Coast Financial
California
$304K +$301K +297 New
SWP
1632
ShoreHaven Wealth Partners
New Jersey
$304K +$300K +296 New
CWM
1633
Cornerstone Wealth Management
Missouri
$302K – – –
EA
1634
Everpar Advisors
Oklahoma
$301K -$3.04K -3 -1%
SOS
1635
Silver Oak Securities
Tennessee
$301K +$297K +293 New
FCCM
1636
First City Capital Management
Georgia
$301K +$297K +293 New
BWA
1637
Bordeaux Wealth Advisors
California
$299K +$3.04K +3 +1%
MAM
1638
Martingale Asset Management
Massachusetts
$299K +$296K +292 New
RC
1639
Rovin Capital
Arizona
$299K +$54.8K +54 +23%
PMSA
1640
Patrick M. Sweeney & Associates
Illinois
$299K – – –
MCWA
1641
Meadow Creek Wealth Advisors
Georgia
$298K +$8.12K +8 +3%
GSIS
1642
Global Strategic Investment Solutions
Arizona
$298K -$79.2K -78 -21%
NRC
1643
New Republic Capital
North Carolina
$297K +$26.4K +26 +10%
CAM
1644
Carret Asset Management
New York
$297K – – –
VWA
1645
Visionary Wealth Advisors
Illinois
$296K -$4.06K -4 -1%
RB
1646
Renasant Bank
Mississippi
$295K +$30.4K +30 +12%
CWM
1647
Centric Wealth Management
Illinois
$294K +$1.01K +1 +0.3%
NSAM
1648
North Star Asset Management
Wisconsin
$294K +$10.1K +10 +4%
BGAI
1649
Bruce G. Allen Investments
Colorado
$293K -$6.09K -6 -2%
VBCG
1650
Valley Brook Capital Group
Pennsylvania
$292K -$13.2K -13 -4%
64 65
66
67 68