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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
SLWA
2026
San Luis Wealth Advisors
California
– -$237K -292 Closed
KA
2027
Kure Advisory
Minnesota
– -$221K -272 Closed
PCM
2028
Princeton Capital Management
New Jersey
– -$221K -272 Closed
CRI
2029
Colonial River Investments
Virginia
– -$219K -270 Closed
NPT
2030
National Philanthropic Trust
Pennsylvania
– -$217K -267 Closed
ARC
2031
Advisor Resource Council
Texas
– -$215K -265 Closed
CSWG
2032
Cardinal Strategic Wealth Guidance
Kentucky
– -$210K -259 Closed
PWW
2033
Pettyjohn Wood & White
Virginia
– -$208K -256 Closed
NWM
2034
Northcape Wealth Management
New York
– -$204K -251 Closed
LCM
2035
LVM Capital Management
Michigan
– -$203K -250 Closed
LWM
2036
Lodestone Wealth Management
Washington
– -$202K -249 Closed
BC
2037
Burney Company
Virginia
– -$201K -248 Closed
BCM
2038
Brooktree Capital Management
Michigan
– -$201K -247 Closed
SAI
2039
Systematic Alpha Investments
New Jersey
– -$187K -230 Closed
DI
2040
DAGCO Inc
Ohio
– -$152K -187 Closed
RFA
2041
Resurgent Financial Advisors
Georgia
– -$138K -170 Closed
TSW
2042
Thompson Siegel & Walmsley
Virginia
– -$88K -108 Closed
FBC
2043
Fairfield, Bush & Co
Connecticut
– -$69.8K -86 Closed
AP
2044
Arlington Partners
Alabama
– -$60.9K -75 Closed
RIM
2045
Rockbridge Investment Management
New York
– -$55.2K -68 Closed
WAG
2046
Wiser Advisor Group
Arizona
– -$51.8K -64 Closed
FF
2047
Friedenthal Financial
New Jersey
– -$46.3K -57 Closed
FWA
2048
FSC Wealth Advisors
New York
– -$39.8K -49 Closed
AWM
2049
Ameliora Wealth Management
Switzerland
– -$39K -48 Closed
NFA
2050
Northwest Financial Advisors
Virginia
– -$31.6K -39 Closed
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