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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
USWIA
1901
UP Strategic Wealth Investment Advisors
Pennsylvania
$254K -$22.1K -21 -8%
RP
1902
Riverwater Partners
Wisconsin
$254K +$7.37K +7 +3%
VWM
1903
Vertrix Wealth Management
Michigan
$254K +$278K +264 New
AIM
1904
Alhambra Investment Management
Florida
$253K – – –
GRWP
1905
Green Ridge Wealth Planning
New Jersey
$253K +$2.1K +2 +0.8%
CL
1906
CPWA LLC
Oregon
$253K +$246K +234 New
5NPW
1907
55 North Private Wealth
Florida
$252K -$1.05K -1 -0.4%
WCFA
1908
Walkner Condon Financial Advisors
Wisconsin
$252K -$58.9K -56 -18%
HCWM
1909
Hidden Cove Wealth Management
Washington
$252K +$9.47K +9 +4%
SAM
1910
Secure Asset Management
Michigan
$252K +$18.9K +18 +7%
MAM
1911
Mainsail Asset Management
Alabama
$252K +$71.5K +68 +35%
NA
1912
Nautilus Advisors
California
$250K – – –
MA
1913
MJP Associates
Connecticut
$250K -$261K -248 -49%
PCM
1914
Poehling Capital Management
Wisconsin
$249K – – –
MCWS
1915
McKinley Carter Wealth Services
West Virginia
$248K -$168K -160 -38%
CWM
1916
Cahaba Wealth Management
Georgia
$248K -$4.21K -4 -2%
PCM
1917
Pincus Capital Management
New York
$247K -$4.21K -4 -2%
PP
1918
Patten & Patten
Tennessee
$247K – – –
CCG
1919
Coastwise Capital Group
California
$246K +$69.4K +66 +35%
AFA
1920
Allium Financial Advisors
Oregon
$246K +$2.1K +2 +0.8%
HFS
1921
Howard Financial Services
Texas
$246K +$269K +256 New
PPW
1922
Pasadena Private Wealth
California
$245K +$5.26K +5 +2%
CWM
1923
Cornerstone Wealth Management
Missouri
$245K +$26.3K +25 +11%
FWA
1924
FSM Wealth Advisors
Ohio
$245K -$23.1K -22 -8%
CMI
1925
Clare Market Investments
Texas
$245K +$268K +255 New
75 76
77
78 79