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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
GAM
1726
Gould Asset Management
California
$246K +$5.08K +5 +2%
USWIA
1727
UP Strategic Wealth Investment Advisors
Pennsylvania
$245K +$27.4K +27 +13%
LSA
1728
Lansing Street Advisors
Pennsylvania
$244K +$2.03K +2 +0.8%
1CP
1729
17 Capital Partners
Arizona
$244K +$242K +238 New
RSWA
1730
Robinson Smith Wealth Advisors
Maine
$244K -$76.1K -75 -24%
FM
1731
Foster & Motley
Ohio
$243K -$50.7K -50 -17%
PWW
1732
Pettyjohn Wood & White
Virginia
$243K +$1.01K +1 +0.4%
GPI
1733
General Partner Inc
Pennsylvania
$243K – – –
W
1734
Wealthquest
Ohio
$242K -$5.08K -5 -2%
BFG
1735
Berger Financial Group
Minnesota
$242K -$2.03K -2 -0.8%
VAM
1736
Verity Asset Management
North Carolina
$241K +$6.09K +6 +3%
CWA
1737
Cura Wealth Advisors
Illinois
$241K +$239K +235 New
SPWM
1738
Spartan Planning & Wealth Management
North Carolina
$239K +$236K +233 New
CWM
1739
Connecticut Wealth Management
Connecticut
$238K -$20.3K -20 -8%
BWP
1740
BSW Wealth Partners
Colorado
$237K +$13.2K +13 +6%
FC
1741
Financial Council
Maryland
$237K – – –
ML
1742
McAdam LLC
Pennsylvania
$237K +$234K +231 New
GIC
1743
Generali Investments CEE
Czech Republic
$236K +$233K +230 New
SAI
1744
Systematic Alpha Investments
New Jersey
$236K – – –
WH
1745
Willner & Heller
California
$235K +$233K +230 New
AWM
1746
Aprio Wealth Management
Georgia
$235K +$232K +229 New
FTC
1747
Farmers Trust Company
Ohio
$235K -$53.8K -53 -19%
OFG
1748
Oxford Financial Group
Indiana
$235K +$3.04K +3 +1%
MWM
1749
Merriman Wealth Management
Washington
$235K +$9.13K +9 +4%
PWM
1750
Pines Wealth Management
North Carolina
$234K +$249K +245 New
68 69
70
71 72