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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
2026
JT Stratford LLC
Georgia
– -$204K -245 Closed
W
2027
Wealthquest
Ohio
– -$201K -241 Closed
FHB
2028
First Hawaiian Bank
Hawaii
– -$200K -240 Closed
TCM
2029
Telos Capital Management
California
– -$200K -240 Closed
NCTC
2030
New Covenant Trust Company
Indiana
– -$193K -232 Closed
GC
2031
Gibson Capital
Pennsylvania
– -$178K -213 Closed
MAWCM
2032
Mine & Arao Wealth Creation & Management
California
– -$153K -183 Closed
QT
2033
Quantbot Technologies
New York
– -$85K -102 Closed
TC
2034
Truvestments Capital
Florida
– -$80.5K -96 Closed
FSWA
2035
Financial Synergies Wealth Advisors
Texas
– -$78.6K -94 Closed
PMAM
2036
Picton Mahoney Asset Management
Ontario, Canada
– -$63K -75 Closed
RA
2037
Rational Advisors
New York
– -$61.7K -74 Closed
CBT
2038
CoreFirst Bank & Trust
Kansas
– -$40K -48 Closed
LG
2039
LAM Group
Oregon
– -$33.3K -40 Closed
DMKJ
2040
David M. Knott Jr
– -$26K -31 Closed
VL
2041
Vima LLC
Michigan
– -$25K -30 Closed
BC
2042
Belmont Capital
California
– -$24.2K -29 Closed
IGWM
2043
ICA Group Wealth Management
Colorado
– -$23.6K -28 Closed
GFL
2044
Granite FO LLC
New Hampshire
– -$17.8K -20 Closed
LF
2045
LifeSteps Financial
California
– -$8.34K -10 Closed
RTL
2046
Red Tortoise LLC
Georgia
– -$3.9K -5 Closed
TCM
2047
TruNorth Capital Management
Michigan
– -$4.17K -5 Closed
CWAF
2048
Core Wealth Advisors (Florida)
Florida
– -$3.38K -4 Closed
IPW
2049
Impact Partnership Wealth
Georgia
– -$2.5K -3 Closed
ACM
2050
Anfield Capital Management
California
– -$834 -1 Closed
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