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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWG
1951
Portside Wealth Group
Utah
$234K -$33.1K -32 -12%
BWA
1952
Basecamp Wealth Advisors
Washington
$234K -$1.03K -1 -0.4%
WF
1953
Wayfinding Financial
Washington
$233K +$12.4K +12 +5%
PF
1954
Phoenix Financial
Israel
$233K -$264K -255 -51%
PWA
1955
Pitcairn Wealth Advisors
Pennsylvania
$233K – – –
WAM
1956
WNY Asset Management
New York
$232K +$1.03K +1 +0.4%
FNBSF
1957
First National Bank Sioux Falls
South Dakota
$231K – – –
TFGT
1958
TS Financial Group (TSFG)
Illinois
$230K +$157K +152 +175%
FDS
1959
Freedom Day Solutions
Texas
$230K +$26.9K +26 +12%
KIM
1960
Kestra Investment Management
Texas
$230K +$247K +239 New
MCA
1961
Maryland Capital Advisors
Maryland
$229K +$246K +238 New
KFAS
1962
Keating Financial Advisory Services
Kansas
$229K +$40.3K +39 +20%
GSWM
1963
Golden State Wealth Management
California
$228K +$1.03K +1 +0.4%
CIA
1964
Cape Investment Advisory
Georgia
$228K -$12.4K -12 -5%
GPI
1965
General Partner Inc
Pennsylvania
$228K – – –
ACA
1966
Atlas Capital Advisors
Wyoming
$228K +$20.7K +20 +9%
MA
1967
MJP Associates
Connecticut
$227K -$24.8K -24 -9%
PDL
1968
Portfolio Design Labs
California
$226K – – –
CL
1969
CPWA LLC
Oregon
$225K – – –
GS
1970
GWN Securities
Florida
$224K +$12.4K +12 +5%
BAM
1971
Blueshift Asset Management
New Jersey
$224K +$241K +233 New
FC
1972
Financial Council
Maryland
$222K – – –
ASA
1973
Axxion S.A.
Luxembourg
$222K +$239K +231 New
VFG
1974
Victory Financial Group
Texas
$221K -$21.7K -21 -8%
SAI
1975
Systematic Alpha Investments
New Jersey
$221K – – –
77 78
79
80 81