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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
2026
Carrera Capital Advisors
Michigan
$233K +$29.5K +27 +14%
SIC
2027
SJS Investment Consulting
Ohio
$233K +$4.37K +4 +2%
WFA
2028
Websterrogers Financial Advisors
South Carolina
$233K – – –
DKCM
2029
Davidson Kahn Capital Management
California
$233K +$16.4K +15 +7%
GPA
2030
Guerra Pan Advisors
New Jersey
$232K – – –
WFAG
2031
Wescott Financial Advisory Group
Pennsylvania
$231K +$236K +216 New
AIA
2032
Accelerate Investment Advisors
California
$230K -$5.47K -5 -2%
JF
2033
Joule Financial
Kentucky
$230K -$3.28K -3 -1%
OFS
2034
OneAscent Financial Services
Alabama
$230K +$14.2K +13 +6%
SSG
2035
Summit Securities Group
New York
$229K -$37.2K -34 -14%
GHAM
2036
Gilman Hill Asset Management
Connecticut
$229K -$1.09K -1 -0.5%
NCTC
2037
New Covenant Trust Company
Indiana
$228K +$6.56K +6 +3%
ME
2038
McIlrath & Eck
Washington
$227K +$10.9K +10 +5%
DF
2039
Dunhill Financial
United Kingdom
$226K +$788K +721 +355%
GWM
2040
GSB Wealth Management
Connecticut
$225K – – –
SFWA
2041
Summit Financial Wealth Advisors
Louisiana
$225K -$25.1K -23 -10%
CFS
2042
Cannon Financial Strategists
Georgia
$225K -$7.65K -7 -3%
CWM
2043
Circle Wealth Management
New Jersey
$225K +$20.8K +19 +10%
NRG
2044
Nemes Rush Group
Michigan
$224K +$4.37K +4 +2%
NQWM
2045
Northwest Quadrant Wealth Management
Oregon
$224K +$1.09K +1 +0.5%
FM
2046
Family Management
New York
$224K +$20.8K +19 +10%
CPW
2047
Cogent Private Wealth
Florida
$224K +$228K +209 New
RIS
2048
Richmond Investment Services
Wisconsin
$223K -$39.4K -36 -15%
GSIS
2049
Global Strategic Investment Solutions
Arizona
$223K -$1.09K -1 -0.5%
FCM
2050
Fourpath Capital Management
Oklahoma
$223K -$10.9K -10 -5%
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