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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TFO
1926
Tarbox Family Office
California
$249K – – –
DWA
1927
Douglass Winthrop Advisors
New York
$249K +$11.2K +10 +5%
FFG
1928
Fiduciary Financial Group
California
$248K +$1.12K +1 +0.5%
TW
1929
Traveka Wealth
California
$246K +$6.71K +6 +3%
GWM
1930
GSB Wealth Management
Connecticut
$245K -$11.2K -10 -5%
WWC
1931
Waypoint Wealth Counsel
Georgia
$245K +$4.47K +4 +2%
GSIS
1932
Global Strategic Investment Solutions
Arizona
$244K +$10.1K +9 +5%
AIM
1933
AHL Investment Management
Florida
$244K -$21.2K -19 -8%
CFS
1934
Commonwealth Financial Services
West Virginia
$243K +$3.35K +3 +1%
NQWM
1935
Northwest Quadrant Wealth Management
Oregon
$243K +$1.12K +1 +0.5%
OP
1936
ORG Partners
Indiana
$243K +$8.94K +8 +4%
PWM
1937
Proathlete Wealth Management
Florida
$242K -$1.12K -1 -0.5%
VFPW
1938
Vantage Financial Partners (Wisconsin)
Wisconsin
$241K -$5.59K -5 -2%
ACM
1939
Aspen Capital Management
Idaho
$240K +$230K +206 New
NRG
1940
Nemes Rush Group
Michigan
$239K -$5.59K -5 -2%
CWA
1941
Consilio Wealth Advisors
Washington
$239K +$4.47K +4 +2%
LWM
1942
Liberty Wealth Management
California
$239K +$229K +205 New
BCM
1943
Blume Capital Management
California
$239K -$6.71K -6 -3%
AWG
1944
Altus Wealth Group
Colorado
$239K – – –
MWM
1945
Maltin Wealth Management
New Jersey
$239K +$1.12K +1 +0.5%
ONST
1946
Old North State Trust
North Carolina
$238K +$12.3K +11 +6%
NCTC
1947
New Covenant Trust Company
Indiana
$238K -$40.2K -36 -15%
HCM
1948
Hollencrest Capital Management
California
$238K – – –
OWA
1949
Octavia Wealth Advisors
Ohio
$237K +$227K +203 New
BEW
1950
Burton Enright Welch
California
$237K +$227K +203 New
76 77
78
79 80