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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LIA
2326
Luken Investment Analytics
Tennessee
$15K +$15.3K +14 New
AIM
2327
Access Investment Management
Georgia
$14K – – –
MEG
2328
Millstone Evans Group
Colorado
$13.9K – – –
CAM
2329
Clarity Asset Management
Iowa
$13.9K +$14.2K +13 New
HAP
2330
Harbor Asset Planning
Massachusetts
$13K – – –
PCA
2331
PMV Capital Advisers
Texas
$12.9K +$13.1K +12 New
EPAM
2332
Evelyn Partners Asset Management
$12.8K +$13.1K +12 New
OC
2333
Optima Capital
Oregon
$12.8K +$13.1K +12 New
CTWM
2334
Cherry Tree Wealth Management
Minnesota
$11.8K – – –
OPTFSNA
2335
Old Point Trust & Financial Services N A
Virginia
$11.8K – – –
FIM
2336
FWL Investment Management
Texas
$11.8K +$3.28K +3 +38%
1CP
2337
1015 Capital Partners
Pennsylvania
$11.8K +$12K +11 New
CCMW
2338
Cypress Capital Management (Wyoming)
Wyoming
$11.8K +$12K +11 New
JGCM
2339
Joseph Group Capital Management
Ohio
$11.8K +$12K +11 New
RWM
2340
RMG Wealth Management
Wisconsin
$11.3K +$10.9K +10 New
AIP
2341
Alexis Investment Partners
Texas
$10.7K – – –
TC
2342
Tacita Capital
Ontario, Canada
$10.7K – – –
CP
2343
Camelot Portfolios
Ohio
$10.7K +$10.9K +10 New
CFM
2344
Cornerstone Financial Management
Massachusetts
$10.7K +$10.9K +10 New
ECA
2345
Elevated Capital Advisors
Utah
$10.7K +$10.9K +10 New
TWD
2346
True Wealth Design
Ohio
$9.63K -$1.09K -1 -10%
HIA
2347
HFM Investment Advisors
New Jersey
$9.63K – – –
SA
2348
Seneschal Advisors
Washington
$9.63K – – –
BHWM
2349
Bay Harbor Wealth Management
Maryland
$9.63K +$3.28K +3 +50%
GCM
2350
Gunpowder Capital Management
Maryland
$9.63K +$9.84K +9 New
92 93
94
95 96