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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WIM
2251
Westside Investment Management
California
$41K +$2.19K +2 +6%
BCM
2252
Boreal Capital Management
Florida
$40.7K – – –
CIAS
2253
CBIZ Investment Advisory Services
Ohio
$40.7K +$6.56K +6 +19%
FC
2254
Fairscale Capital
New Hampshire
$39.6K – – –
TAM
2255
Tucker Asset Management
Colorado
$38.5K +$39.4K +36 New
CAM
2256
Chesapeake Asset Management
New York
$37.5K -$2.19K -2 -5%
CVM
2257
Cheviot Value Management
California
$37K – – –
PSFG
2258
Park Square Financial Group
Georgia
$36.9K +$17.5K +16 +80%
CYG
2259
Clean Yield Group
Vermont
$36.4K – – –
GJIA
2260
Glass Jacobson Investment Advisors
Maryland
$36.4K – – –
WA
2261
WPG Advisers
Maryland
$36.4K – – –
PWMG
2262
Private Wealth Management Group
New Jersey
$35.3K – – –
MAM
2263
Meeder Asset Management
Ohio
$35.3K -$1.09K -1 -3%
MCA
2264
McGuire Capital Advisors
Oklahoma
$35.3K +$36.1K +33 New
FFL
2265
Financial Freedom LLC
Ohio
$35.3K – – –
CF
2266
Collier Financial
Colorado
$33.5K – – –
HHMI
2267
Howard Hughes Medical Institute
Maryland
$33.2K – – –
RWM
2268
Raffa Wealth Management
District of Columbia
$33.2K +$3.28K +3 +11%
SR
2269
Swiss Re
Switzerland
$33.2K +$33.9K +31 New
T
2270
Tidemark
California
$32.5K – – –
DFA
2271
DHJJ Financial Advisors
Illinois
$32.1K – – –
AT
2272
Avalon Trust
New Mexico
$32.1K -$1.09K -1 -3%
AP
2273
Atwood & Palmer
Missouri
$32.1K – – –
LFASL
2274
Lugano Financial Advisors SA (LFA)
Switzerland
$32.1K +$32.8K +30 New
NWM
2275
Nova Wealth Management
Florida
$32K -$6.56K -6 -17%
89 90
91
92 93