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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NC
1926
nVerses Capital
Florida
$239K +$258K +249 New
WWM
1927
Wolff Wiese Magana
California
$238K -$6.21K -6 -2%
NCTC
1928
New Covenant Trust Company
Indiana
$238K +$18.6K +18 +8%
OHWP
1929
Oak Harbor Wealth Partners
North Carolina
$238K -$987K -954 -79%
SW
1930
SteelPeak Wealth
California
$236K -$574K -555 -69%
OHIS
1931
Oak Harvest Investment Services
Texas
$236K -$12.5M -12,110 -98%
BEW
1932
Burton Enright Welch
California
$236K +$29K +28 +13%
FC
1933
Fusion Capital
South Carolina
$234K +$1.03K +1 +0.4%
FPGK
1934
Financial Partners Group (Kansas)
Kansas
$234K – – –
CCM
1935
Charter Capital Management
Wisconsin
$234K +$1.03K +1 +0.4%
CWM
1936
Cornerstone Wealth Management
Missouri
$234K -$12.4K -12 -5%
VAM
1937
Verity Asset Management
North Carolina
$234K -$34.1K -33 -12%
TWA
1938
TCI Wealth Advisors
Arizona
$234K +$251K +243 New
MSWM
1939
Master's Wealth Management
Pennsylvania
$234K +$10.3K +10 +4%
PWG
1940
Portside Wealth Group
Utah
$234K -$33.1K -32 -12%
BWA
1941
Basecamp Wealth Advisors
Washington
$234K -$1.03K -1 -0.4%
WF
1942
Wayfinding Financial
Washington
$233K +$12.4K +12 +5%
PF
1943
Phoenix Financial
Israel
$233K -$264K -255 -51%
PWA
1944
Pitcairn Wealth Advisors
Pennsylvania
$233K – – –
WAM
1945
WNY Asset Management
New York
$232K +$1.03K +1 +0.4%
FNBSF
1946
First National Bank Sioux Falls
South Dakota
$231K – – –
TFGT
1947
TS Financial Group (TSFG)
Illinois
$230K +$157K +152 +175%
FDS
1948
Freedom Day Solutions
Texas
$230K +$26.9K +26 +12%
KIM
1949
Kestra Investment Management
Texas
$230K +$247K +239 New
MCA
1950
Maryland Capital Advisors
Maryland
$229K +$246K +238 New
76 77
78
79 80