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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EGWAG
2076
Elwood & Goetz Wealth Advisory Group
Georgia
$214K +$27.3K +25 +14%
GRR
2077
Golden Reserve Retirement
Ohio
$214K +$219K +200 New
WW
2078
Westshore Wealth
California
$213K -$19.7K -18 -8%
DWA
2079
Douglass Winthrop Advisors
New York
$213K -$16.4K -15 -7%
LI
2080
Lafayette Investments
Maryland
$213K – – –
VFG
2081
Victory Financial Group
Texas
$213K +$218K +199 New
VCM
2082
Vision Capital Management
Oregon
$212K -$1.09K -1 -0.5%
AWG
2083
Altus Wealth Group
Colorado
$212K -$7.65K -7 -3%
JC
2084
Jacobs & Co
California
$211K – – –
CF
2085
Claris Financial
Virginia
$210K +$23K +21 +12%
SC
2086
Sapient Capital
Indiana
$209K +$211K +193 New
ACM
2087
AlphaStar Capital Management
North Carolina
$209K +$213K +195 New
OCPWS
2088
One Charles Private Wealth Services
Massachusetts
$209K +$3.28K +3 +2%
BPW
2089
BlueDoor Private Wealth
Massachusetts
$209K +$213K +195 New
LA
2090
Legacy Advisors
Pennsylvania
$209K +$213K +195 New
HI
2091
Hudock Inc
Pennsylvania
$208K +$2.19K +2 +1%
LFGO
2092
Legacy Financial Group (Oklahoma)
Oklahoma
$208K -$2.19K -2 -1%
ANBOT
2093
American National Bank of Texas
Texas
$208K +$4.37K +4 +2%
MAM
2094
Mainsail Asset Management
Alabama
$208K +$212K +194 New
TWA
2095
Talisman Wealth Advisors
New Jersey
$207K +$4.29M +3,921 New
BST
2096
Bath Savings Trust
Maine
$206K -$220K -201 -51%
ACM
2097
Argent Capital Management
Missouri
$206K – – –
WMA
2098
Wealth Management Associates
New Jersey
$204K – – –
SHFP
2099
Second Half Financial Partners
Florida
$204K +$13.1K +12 +7%
SFG
2100
Sunburst Financial Group
Alabama
$204K +$13.1K +12 +7%
82 83
84
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