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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MPW
1801
MASECO Private Wealth
$278K +$251K +265 New
WIM
1802
WealthPlan Investment Management
Nebraska
$277K +$250K +264 New
ABWM
1803
Alpine Bank Wealth Management
Colorado
$276K -$2.84K -3 -1%
AIM
1804
Alhambra Investment Management
Florida
$276K – – –
BCG
1805
Breakwater Capital Group
New Jersey
$274K +$2.84K +3 +1%
JCM
1806
Jacobsen Capital Management
Utah
$274K +$247K +261 New
PCM
1807
Poehling Capital Management
Wisconsin
$274K +$10.4K +11 +4%
USWIA
1808
UP Strategic Wealth Investment Advisors
Pennsylvania
$273K -$20.8K -22 -8%
NA
1809
Nautilus Advisors
California
$273K -$9.46K -10 -4%
WF
1810
Wayfinding Financial
Washington
$271K -$13.2K -14 -5%
TCM
1811
Telos Capital Management
California
$271K +$244K +258 New
CWA
1812
Canvas Wealth Advisors
Kansas
$271K +$229K +242 New
PP
1813
Patten & Patten
Tennessee
$270K – – –
VCWM
1814
Vista Cima Wealth Management
Arizona
$269K +$1.89K +2 +0.8%
CAM
1815
Clark Asset Management
New Hampshire
$268K +$242K +256 New
MHC
1816
Meyer Handelman Company
New York
$268K – – –
CIM
1817
Cambria Investment Management
California
$268K +$241K +255 New
FPGK
1818
Financial Partners Group (Kansas)
Kansas
$267K -$11.3K -12 -5%
PPW
1819
Pasadena Private Wealth
California
$267K – – –
AFA
1820
Allium Financial Advisors
Oregon
$267K +$1.89K +2 +0.8%
W
1821
Wealthquest
Ohio
$267K +$12.3K +13 +5%
RMCM
1822
Reynders McVeigh Capital Management
Massachusetts
$265K -$54.8K -58 -19%
BFA
1823
Beacon Financial Advisory
Ohio
$265K +$12.3K +13 +5%
PAG
1824
Poinciana Advisors Group
Florida
$264K +$946 +1 +0.4%
HTHT
1825
Hemenway Trust Hemenway Trust
New Hampshire
$264K +$238K +252 New
71 72
73
74 75