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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
2251
Vision Capital Management
Oregon
– -$305K -298 Closed
RC
2252
Rovin Capital
Arizona
– -$299K -292 Closed
GSIS
2253
Global Strategic Investment Solutions
Arizona
– -$298K -291 Closed
RWP
2254
Revolve Wealth Partners
New Jersey
– -$284K -277 Closed
PWG
2255
Portside Wealth Group
Utah
– -$277K -270 Closed
NFC
2256
Northstar Financial Companies
Pennsylvania
– -$268K -261 Closed
LFP
2257
Lakeshore Financial Planning
Michigan
– -$268K -260 Closed
BWP
2258
Balboa Wealth Partners
Arizona
– -$266K -259 Closed
TWM
2259
Tolleson Wealth Management
Texas
– -$261K -255 Closed
TWA
2260
Talisman Wealth Advisors
New Jersey
– -$259K -253 Closed
MAM
2261
Mystic Asset Management
Rhode Island
– -$257K -251 Closed
SAW
2262
Signal Advisors Wealth
Michigan
– -$257K -251 Closed
WCM
2263
Wedge Capital Management
North Carolina
– -$255K -249 Closed
PWM
2264
Pines Wealth Management
North Carolina
– -$234K -245 Closed
IWN
2265
Independent Wealth Network
Iowa
– -$250K -244 Closed
SAA
2266
Southeast Asset Advisors
Georgia
– -$248K -242 Closed
FM
2267
Foster & Motley
Ohio
– -$243K -237 Closed
SPWM
2268
Spartan Planning & Wealth Management
North Carolina
– -$239K -233 Closed
OFG
2269
Oxford Financial Group
Indiana
– -$235K -229 Closed
NCM
2270
Next Capital Management
New York
– -$234K -228 Closed
FFG
2271
Fiduciary Financial Group
California
– -$216K -226 Closed
KA
2272
Kerrisdale Advisers
Florida
– -$231K -225 Closed
CWA
2273
Canvas Wealth Advisors
Kansas
– -$230K -224 Closed
OCBCO
2274
Oversea-Chinese Banking Corp (OCBC)
Singapore
– -$229K -223 Closed
BSTWA
2275
Blake Schutter Theil Wealth Advisors
Ohio
– -$224K -219 Closed
89 90
91
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