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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AAA
1726
AG Asset Advisory
California
$337K – – –
BWP
1727
Barlow Wealth Partners
Kentucky
$336K – – –
W
1728
Wealthquest
Ohio
$336K +$61K +59 +20%
GPW
1729
Genesis Private Wealth
Virginia
$335K -$2.07K -2 -0.6%
SOS
1730
Silver Oak Securities
Tennessee
$334K +$14.5K +14 +4%
SFGM
1731
Stonebridge Financial Group (Missouri)
Missouri
$334K -$22.8K -22 -6%
VA
1732
Veratis Advisors
North Carolina
$334K +$359K +347 New
SWM
1733
Shrier Wealth Management
California
$332K +$1.03K +1 +0.3%
BONH
1734
Bank of New Hampshire
New Hampshire
$331K -$72.4K -70 -17%
IFWM
1735
Institute for Wealth Management
Colorado
$331K – – –
PFA
1736
Portland Financial Advisors
New York
$331K – – –
SR
1737
Swiss Re
Switzerland
$331K +$324K +313 +1,010%
SAM
1738
Secure Asset Management
Michigan
$330K +$83.8K +81 +31%
HCM
1739
Hillman Capital Management
Maryland
$330K -$4.14K -4 -1%
XF
1740
XML Financial
Maryland
$330K +$12.4K +12 +4%
SGFG
1741
Silver Grove Financial Group
New York
$329K +$142K +137 +67%
EFG
1742
Ethos Financial Group
Pennsylvania
$327K -$175K -169 -36%
RK
1743
Rather & Kittrell
Tennessee
$327K -$90K -87 -20%
MHR
1744
Matthew Hamilton Rosenberg
$326K +$18.6K +18 +6%
TIA
1745
Tiemann Investment Advisors
California
$325K +$10.3K +10 +3%
IWA
1746
Invera Wealth Advisors
Oregon
$325K +$350K +338 New
PA
1747
PFG Advisors
Arizona
$324K -$133K -129 -28%
PSP
1748
Principal Street Partners
Tennessee
$324K – – –
SWM
1749
Silverlake Wealth Management
Vermont
$323K +$14.5K +14 +4%
SDJVC
1750
St. Denis J. Villere & Co
Louisiana
$322K – – –
68 69
70
71 72