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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FP
1651
Financial Perspectives
Minnesota
$236K +$780 +1 +0.3%
GKWIM
1652
Gerber Kawasaki Wealth & Investment Management
California
$236K +$32K +41 +16%
VBCG
1653
Valley Brook Capital Group
Pennsylvania
$235K – – –
CAM
1654
Carret Asset Management
New York
$234K -$19.5K -25 -8%
WCF
1655
West Coast Financial
California
$234K +$7.02K +9 +3%
CWP
1656
CFM Wealth Partners
Texas
$233K – – –
WTB
1657
Washington Trust Bank
Washington
$232K -$36.7K -47 -14%
CWM
1658
Cornerstone Wealth Management
Missouri
$231K -$19.5K -25 -8%
VWA
1659
Visionary Wealth Advisors
Illinois
$231K +$1.56K +2 +0.7%
FDS
1660
Freedom Day Solutions
Texas
$229K – – –
HWA
1661
HCR Wealth Advisors
California
$228K +$4.68K +6 +2%
ST
1662
Smithfield Trust
Pennsylvania
$227K +$5.46K +7 +3%
BST
1663
Bath Savings Trust
Maine
$226K – – –
GWP
1664
Gen-Wealth Partners
Michigan
$225K -$7.02K -9 -3%
MFS
1665
Mirabella Financial Services
United Kingdom
$225K +$223K +286 New
TWA
1666
TCI Wealth Advisors
Arizona
$224K +$11.7K +15 +6%
CWM
1667
Concentric Wealth Management
California
$224K -$5.46K -7 -2%
SWP
1668
Strategic Wealth Partners
Ohio
$223K +$23.4K +30 +12%
CAWM
1669
Capital Advisors Wealth Management
Washington
$222K +$780 +1 +0.4%
AI
1670
Atom Investors
Texas
$222K -$1.92M -2,462 -90%
WF
1671
Wayfinding Financial
Washington
$222K -$2.34K -3 -1%
WPP
1672
Whalerock Point Partners
Rhode Island
$220K – – –
WKSWA
1673
White Knight Strategic Wealth Advisors
New Jersey
$219K -$7.8K -10 -3%
VAM
1674
Verity Asset Management
North Carolina
$219K +$11.7K +15 +6%
NSAM
1675
North Star Asset Management
Wisconsin
$218K -$7.8K -10 -3%
65 66
67
68 69