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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWM
2251
Tripletail Wealth Management
Florida
$42.8K – – –
GWM
2252
Greenline Wealth Management
Florida
$42.8K +$43.7K +40 New
BBPWM
2253
Blue Bell Private Wealth Management
Pennsylvania
$41.7K – – –
TM
2254
Torren Management
California
$41.2K +$42.6K +39 New
WIM
2255
Westside Investment Management
California
$41K +$2.19K +2 +6%
BCM
2256
Boreal Capital Management
Florida
$40.7K – – –
CIAS
2257
CBIZ Investment Advisory Services
Ohio
$40.7K +$6.56K +6 +19%
FC
2258
Fairscale Capital
New Hampshire
$39.6K – – –
TAM
2259
Tucker Asset Management
Colorado
$38.5K +$39.4K +36 New
CAM
2260
Chesapeake Asset Management
New York
$37.5K -$2.19K -2 -5%
CVM
2261
Cheviot Value Management
California
$37K – – –
PSFG
2262
Park Square Financial Group
Georgia
$36.9K +$17.5K +16 +80%
CYG
2263
Clean Yield Group
Vermont
$36.4K – – –
GJIA
2264
Glass Jacobson Investment Advisors
Maryland
$36.4K – – –
WA
2265
WPG Advisers
Maryland
$36.4K – – –
PWMG
2266
Private Wealth Management Group
New Jersey
$35.3K – – –
MAM
2267
Meeder Asset Management
Ohio
$35.3K -$1.09K -1 -3%
MCA
2268
McGuire Capital Advisors
Oklahoma
$35.3K +$36.1K +33 New
FFL
2269
Financial Freedom LLC
Ohio
$35.3K – – –
CF
2270
Collier Financial
Colorado
$33.5K – – –
HHMI
2271
Howard Hughes Medical Institute
Maryland
$33.2K – – –
RWM
2272
Raffa Wealth Management
District of Columbia
$33.2K +$3.28K +3 +11%
SR
2273
Swiss Re
Switzerland
$33.2K +$33.9K +31 New
T
2274
Tidemark
California
$32.5K – – –
DFA
2275
DHJJ Financial Advisors
Illinois
$32.1K – – –
89 90
91
92 93