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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
VBCG
1651
Valley Brook Capital Group
Pennsylvania
$235K – – –
CAM
1652
Carret Asset Management
New York
$234K -$19.5K -25 -8%
WCF
1653
West Coast Financial
California
$234K +$7.02K +9 +3%
CWP
1654
CFM Wealth Partners
Texas
$233K – – –
WTB
1655
Washington Trust Bank
Washington
$232K -$36.7K -47 -14%
CWM
1656
Cornerstone Wealth Management
Missouri
$231K -$19.5K -25 -8%
VWA
1657
Visionary Wealth Advisors
Illinois
$231K +$1.56K +2 +0.7%
FDS
1658
Freedom Day Solutions
Texas
$229K – – –
HWA
1659
HCR Wealth Advisors
California
$228K +$4.68K +6 +2%
ST
1660
Smithfield Trust
Pennsylvania
$227K +$5.46K +7 +3%
BST
1661
Bath Savings Trust
Maine
$226K – – –
GWP
1662
Gen-Wealth Partners
Michigan
$225K -$7.02K -9 -3%
MFS
1663
Mirabella Financial Services
United Kingdom
$225K +$223K +286 New
TWA
1664
TCI Wealth Advisors
Arizona
$224K +$11.7K +15 +6%
CWM
1665
Concentric Wealth Management
California
$224K -$5.46K -7 -2%
SWP
1666
Strategic Wealth Partners
Ohio
$223K +$23.4K +30 +12%
CAWM
1667
Capital Advisors Wealth Management
Washington
$222K +$780 +1 +0.4%
AI
1668
Atom Investors
Texas
$222K -$1.92M -2,462 -90%
WF
1669
Wayfinding Financial
Washington
$222K -$2.34K -3 -1%
WPP
1670
Whalerock Point Partners
Rhode Island
$220K – – –
WKSWA
1671
White Knight Strategic Wealth Advisors
New Jersey
$219K -$7.8K -10 -3%
VAM
1672
Verity Asset Management
North Carolina
$219K +$11.7K +15 +6%
NSAM
1673
North Star Asset Management
Wisconsin
$218K -$7.8K -10 -3%
DLA
1674
Douglas Lane & Associates
New York
$218K +$9.36K +12 +5%
LFP
1675
Lakeshore Financial Planning
Michigan
$218K +$780 +1 +0.4%
65 66
67
68 69