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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
GSIS
2251
Global Strategic Investment Solutions
Arizona
– -$298K -291 Closed
RWP
2252
Revolve Wealth Partners
New Jersey
– -$284K -277 Closed
PWG
2253
Portside Wealth Group
Utah
– -$277K -270 Closed
NFC
2254
Northstar Financial Companies
Pennsylvania
– -$268K -261 Closed
LFP
2255
Lakeshore Financial Planning
Michigan
– -$268K -260 Closed
BWP
2256
Balboa Wealth Partners
Arizona
– -$266K -259 Closed
TWM
2257
Tolleson Wealth Management
Texas
– -$261K -255 Closed
TWA
2258
Talisman Wealth Advisors
New Jersey
– -$259K -253 Closed
MAM
2259
Mystic Asset Management
Rhode Island
– -$257K -251 Closed
SAW
2260
Signal Advisors Wealth
Michigan
– -$257K -251 Closed
WCM
2261
Wedge Capital Management
North Carolina
– -$255K -249 Closed
PWM
2262
Pines Wealth Management
North Carolina
– -$234K -245 Closed
IWN
2263
Independent Wealth Network
Iowa
– -$250K -244 Closed
SAA
2264
Southeast Asset Advisors
Georgia
– -$248K -242 Closed
FM
2265
Foster & Motley
Ohio
– -$243K -237 Closed
SPWM
2266
Spartan Planning & Wealth Management
North Carolina
– -$239K -233 Closed
OFG
2267
Oxford Financial Group
Indiana
– -$235K -229 Closed
NCM
2268
Next Capital Management
New York
– -$234K -228 Closed
FFG
2269
Fiduciary Financial Group
California
– -$216K -226 Closed
KA
2270
Kerrisdale Advisers
Florida
– -$231K -225 Closed
CWA
2271
Canvas Wealth Advisors
Kansas
– -$230K -224 Closed
OCBCO
2272
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$229K -223 Closed
BSTWA
2273
Blake Schutter Theil Wealth Advisors
Ohio
– -$224K -219 Closed
AHL
2274
Abel Hall LLC
Louisiana
– -$223K -218 Closed
TW
2275
Traveka Wealth
California
– -$219K -214 Closed
89 90
91
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