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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
WA
2026
Westfuller Advisors
New York
$203K +$195K +174 New
RW
2027
Rede Wealth
Virginia
$203K -$580K -519 -75%
EBA
2028
Eagle Bay Advisors
New York
$203K +$195K +174 New
FSWA
2029
Financial Synergies Wealth Advisors
Texas
$202K +$193K +173 New
CCP
2030
Carmel Capital Partners
California
$202K -$449K -402 -70%
BSTWA
2031
Blake Schutter Theil Wealth Advisors
Ohio
$202K -$32.4K -29 -14%
BHIA
2032
Birch Hill Investment Advisors
Massachusetts
$202K +$193K +173 New
MWC
2033
MBM Wealth Consultants
Missouri
$202K +$193K +173 New
PFM
2034
Phillips Financial Management
Indiana
$202K +$193K +173 New
AGA
2035
Accuvest Global Advisors
Utah
$201K +$192K +172 New
CHC
2036
City Holding Co
West Virginia
$201K – – –
CCG
2037
Ceeto Capital Group
Florida
$198K +$191K +171 New
PGAM
2038
Princeton Global Asset Management
New Jersey
$187K – – –
HWA
2039
Heartwood Wealth Advisors
Virginia
$185K +$178K +159 New
MR
2040
Munich Reinsurance
$185K +$178K +159 New
CM
2041
Capula Management
Cayman Islands
$184K +$154K +138 +690%
AG
2042
AmeriFlex Group
Nevada
$177K +$32.4K +29 +24%
ECM
2043
Eisler Capital Management
United Kingdom
$175K -$15.2M -13,589 -99%
GWP
2044
Gen-Wealth Partners
Michigan
$174K -$22.4K -20 -12%
FFC
2045
First Financial Corp
Indiana
$174K – – –
FWA
2046
Flagship Wealth Advisors
Massachusetts
$171K – – –
CPG
2047
Cornerstone Planning Group
New Jersey
$169K +$96.1K +86 +126%
CB
2048
Centennial Bank
Arkansas
$169K – – –
SC
2049
Skylands Capital
Wisconsin
$163K -$570K -510 -78%
HWM
2050
Hemington Wealth Management
Virginia
$163K +$15.7K +14 +11%
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