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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OLVIG
2026
Oliver Lagore Vanvalin Investment Group
Michigan
$7.18K – – –
CWP
2027
Clark Wealth Partners
Illinois
$7.18K +$7.1K +7 New
CF
2028
Conquis Financial
California
$7.18K +$7.1K +7 New
PA
2029
PSI Advisors
Florida
$6.71K – – –
SIC
2030
SJS Investment Consulting
Ohio
$6.15K -$11.2K -11 -65%
CCM
2031
Chilton Capital Management
Texas
$6.15K -$6.09K -6 -50%
KB
2032
Kimelman & Baird
New York
$6.15K – – –
NCM
2033
Northwest Capital Management
Oregon
$6.15K – – –
DMIC
2034
Dixon Mitchell Investment Counsel
British Columbia, Canada
$6.15K +$6.09K +6 New
HIMS
2035
Hager Investment Management Services
New Hampshire
$6.15K +$6.09K +6 New
PS
2036
PayPay Securities
Japan
$6.15K +$6.09K +6 New
WCM
2037
WealthTrak Capital Management
Virginia
$6.15K +$6.09K +6 New
HGERS
2038
Householder Group Estate & Retirement Specialist
Arizona
$6K -$2.03K -2 -25%
1IA
2039
1620 Investment Advisors
Massachusetts
$5.27K +$4.06K +4 +400%
RWM
2040
Ruedi Wealth Management
Illinois
$5.13K – – –
HIW
2041
Holos Integrated Wealth
Pennsylvania
$5.13K +$5.08K +5 New
MFG
2042
Menard Financial Group
Texas
$5.13K +$5.08K +5 New
VWM
2043
Vermillion Wealth Management
Minnesota
$5.13K +$5.08K +5 New
HC
2044
Hoese & Co
Minnesota
$5.13K – – –
TCM
2045
TruNorth Capital Management
Michigan
$4.1K – – –
BC
2046
Barrett & Company
Rhode Island
$4.1K +$4.06K +4 New
PPWM
2047
PFG Private Wealth Management
Florida
$4.1K +$4.06K +4 New
PWA
2048
Principia Wealth Advisory
Texas
$4.1K +$4.06K +4 New
RFA
2049
Reyes Financial Architecture
California
$4.1K +$4.06K +4 New
HFS
2050
Hopwood Financial Services
Virginia
$3.28K +$3.04K +3 New
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