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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HAP
2326
Harbor Asset Planning
Massachusetts
$13K – – –
PCA
2327
PMV Capital Advisers
Texas
$12.9K +$13.1K +12 New
EPAM
2328
Evelyn Partners Asset Management
$12.8K +$13.1K +12 New
OC
2329
Optima Capital
Oregon
$12.8K +$13.1K +12 New
CTWM
2330
Cherry Tree Wealth Management
Minnesota
$11.8K – – –
OPTFSNA
2331
Old Point Trust & Financial Services N A
Virginia
$11.8K – – –
FIM
2332
FWL Investment Management
Texas
$11.8K +$3.28K +3 +38%
1CP
2333
1015 Capital Partners
Pennsylvania
$11.8K +$12K +11 New
CCMW
2334
Cypress Capital Management (Wyoming)
Wyoming
$11.8K +$12K +11 New
JGCM
2335
Joseph Group Capital Management
Ohio
$11.8K +$12K +11 New
RWM
2336
RMG Wealth Management
Wisconsin
$11.3K +$10.9K +10 New
AIP
2337
Alexis Investment Partners
Texas
$10.7K – – –
TC
2338
Tacita Capital
Ontario, Canada
$10.7K – – –
CP
2339
Camelot Portfolios
Ohio
$10.7K +$10.9K +10 New
CFM
2340
Cornerstone Financial Management
Massachusetts
$10.7K +$10.9K +10 New
ECA
2341
Elevated Capital Advisors
Utah
$10.7K +$10.9K +10 New
TWD
2342
True Wealth Design
Ohio
$9.63K -$1.09K -1 -10%
HIA
2343
HFM Investment Advisors
New Jersey
$9.63K – – –
SA
2344
Seneschal Advisors
Washington
$9.63K – – –
BHWM
2345
Bay Harbor Wealth Management
Maryland
$9.63K +$3.28K +3 +50%
GCM
2346
Gunpowder Capital Management
Maryland
$9.63K +$9.84K +9 New
GAG
2347
Goodman Advisory Group
Massachusetts
$8.56K -$26.2K -24 -75%
CWIG
2348
Chung Wu Investment Group
Texas
$8.56K – – –
FFA
2349
Frazier Financial Advisors
Ohio
$8.56K – – –
JGIA
2350
Jackson Grant Investment Advisers
Connecticut
$8.56K – – –
92 93
94
95 96