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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OFG
1926
Oxford Financial Group
Indiana
$243K -$465K -450 -64%
GKWIM
1927
Gerber Kawasaki Wealth & Investment Management
California
$243K -$64.1K -62 -20%
WP
1928
Westmount Partners
California
$242K -$78.6K -76 -23%
GHA
1929
Good Harbor Advisors
Massachusetts
$242K – – –
BWA
1930
Bestgate Wealth Advisors
Maryland
$242K – – –
DF
1931
Dunhill Financial
United Kingdom
$242K +$8.27K +8 +3%
PL
1932
Plancorp LLC
Missouri
$240K +$2.07K +2 +0.9%
LCM
1933
LVM Capital Management
Michigan
$240K – – –
QFP
1934
Quantum Financial Partners
Kansas
$240K +$258K +249 New
ESC
1935
Eurizon SLJ Capital
$239K – – –
NC
1936
nVerses Capital
Florida
$239K +$258K +249 New
WWM
1937
Wolff Wiese Magana
California
$238K -$6.21K -6 -2%
NCTC
1938
New Covenant Trust Company
Indiana
$238K +$18.6K +18 +8%
OHWP
1939
Oak Harbor Wealth Partners
North Carolina
$238K -$987K -954 -79%
SW
1940
SteelPeak Wealth
California
$236K -$574K -555 -69%
OHIS
1941
Oak Harvest Investment Services
Texas
$236K -$12.5M -12,110 -98%
BEW
1942
Burton Enright Welch
California
$236K +$29K +28 +13%
FC
1943
Fusion Capital
South Carolina
$234K +$1.03K +1 +0.4%
FPGK
1944
Financial Partners Group (Kansas)
Kansas
$234K – – –
CCM
1945
Charter Capital Management
Wisconsin
$234K +$1.03K +1 +0.4%
CWM
1946
Cornerstone Wealth Management
Missouri
$234K -$12.4K -12 -5%
VAM
1947
Verity Asset Management
North Carolina
$234K -$34.1K -33 -12%
TWA
1948
TCI Wealth Advisors
Arizona
$234K +$251K +243 New
MSWM
1949
Master's Wealth Management
Pennsylvania
$234K +$10.3K +10 +4%
WAU
1950
Wellington-Altus USA
Manitoba, Canada
$234K -$30K -29 -11%
76 77
78
79 80