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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BGAI
2026
Bruce G. Allen Investments
Colorado
$204K -$16.8K -16 -7%
JF
2027
Joule Financial
Kentucky
$204K -$3.16K -3 -1%
CPW
2028
Cogent Private Wealth
Florida
$204K +$3.16K +3 +1%
CIS
2029
Custom Index Systems
New York
$204K +$223K +212 New
IWP
2030
Invenio Wealth Partners
Florida
$203K -$49.4K -47 -18%
WFAG
2031
Wescott Financial Advisory Group
Pennsylvania
$203K -$5.26K -5 -2%
PWS
2032
Proactive Wealth Strategies
Georgia
$202K +$222K +211 New
CWA
2033
Consilio Wealth Advisors
Washington
$202K +$5.26K +5 +2%
CB
2034
CNB Bank
Pennsylvania
$202K -$17.9K -17 -7%
SIA
2035
Sovereign Investment Advisors
Arizona
$202K +$221K +210 New
RWC
2036
Rare Wolf Capital
Washington
$201K +$220K +209 New
AIA
2037
Accelerate Investment Advisors
California
$201K -$6.31K -6 -3%
RCG
2038
Regatta Capital Group
California
$200K +$219K +208 New
PWM
2039
Proathlete Wealth Management
Florida
$199K – – –
PGAM
2040
Princeton Global Asset Management
New Jersey
$199K +$1.05K +1 +0.5%
SWA
2041
SOA Wealth Advisors
New York
$198K -$16.8K -16 -0.1%
SGFG
2042
Silver Grove Financial Group
New York
$197K +$216K +205 New
TVWM
2043
Tower View Wealth Management
Wisconsin
$192K – – –
KFAS
2044
Keating Financial Advisory Services
Kansas
$191K +$11.6K +11 +6%
SIA
2045
Strategic Investment Advisors
Michigan
$185K +$202K +192 New
B
2046
Bayban
Minnesota
$184K – – –
BCM
2047
Blume Capital Management
California
$183K -$15.8K -15 -7%
PAM
2048
Paradigm Asset Management
New York
$180K – – –
TCM
2049
Triumph Capital Management
Colorado
$177K +$47.3K +45 +32%
GWSA
2050
Global Wealth Strategies & Associates
Colorado
$173K +$124K +118 +190%
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