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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MBWA
1676
Marin Bay Wealth Advisors
California
$444K +$454K +415 New
BONH
1677
Bank of New Hampshire
New Hampshire
$443K -$32.8K -30 -7%
CGL
1678
Clarius Group LLC
Washington
$442K -$179K -164 -28%
SLWA
1679
San Luis Wealth Advisors
California
$436K -$29.5K -27 -6%
AOWM
1680
Asset One Wealth Management
Washington
$436K +$425K +389 New
CA
1681
Cambridge Advisors
Nebraska
$435K -$5.47K -5 -1%
BCFD
1682
Boit C.F. David
$434K – – –
OWA
1683
Opal Wealth Advisors
New York
$433K +$17.5K +16 +4%
LAM
1684
Lewis Asset Management
California
$433K +$26.2K +24 +6%
CWM
1685
Calamos Wealth Management
Illinois
$432K -$168K -154 -28%
BTWM
1686
Baker Tilly Wealth Management
Wisconsin
$431K – – –
OL
1687
OneFund LLC
Florida
$431K +$28.4K +26 +7%
DWG
1688
Darden Wealth Group
Michigan
$431K -$17.5K -16 -4%
FCH
1689
Freestone Capital Holdings
Washington
$430K +$120K +110 +38%
OL
1690
Optas LLC
Texas
$430K +$78.7K +72 +22%
GIPW
1691
Granite Islands Private Wealth
Connecticut
$430K +$439K +402 New
DLA
1692
Douglas Lane & Associates
New York
$429K -$24.1K -22 -5%
TWM
1693
Tradition Wealth Management
Minnesota
$429K +$2.19K +2 +0.5%
DA
1694
Detalus Advisors
Missouri
$429K -$5.47K -5 -1%
BFG
1695
Berger Financial Group
Minnesota
$429K +$50.3K +46 +13%
VCM
1696
Violich Capital Management
California
$428K – – –
NRS
1697
Neville Rodie & Shaw
New York
$428K – – –
BDF
1698
Black Diamond Financial
Maryland
$427K +$236K +216 +118%
HDIM
1699
Hanson & Doremus Investment Management
Vermont
$427K -$4.37K -4 -1%
LOWM
1700
Laurel Oak Wealth Management
New Jersey
$426K +$435K +398 New
66 67
68
69 70