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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CC
926
Copperleaf Capital
North Carolina
$510K +$481K +1,014 New
SWP
927
Stratos Wealth Partners
Ohio
$509K -$53.1K -112 -10%
CA
928
Cetera Advisors
Colorado
$507K +$28K +59 +6%
JWBC
929
J.W. Burns & Co
New York
$505K +$1.9K +4 +0.4%
SB
930
Simmons Bank
Arkansas
$503K -$14.2K -30 -3%
FBC
931
Fairfield, Bush & Co
Connecticut
$503K – – –
GSBTD
932
Glenview State Bank Trust Department
Illinois
$503K – – –
FGAM
933
Financial Gravity Asset Management
Texas
$503K +$5.22K +11 +50%
SCP
934
Stamos Capital Partners
California
$503K +$474K +1,000 New
NHC
935
Nicholas Hoffman & Company
Georgia
$498K – – –
ACA
936
Atlas Capital Advisors
Wyoming
$498K -$94.9K -200 -17%
TWM
937
Torch Wealth Management
Ohio
$496K -$10.4K -22 -2%
CG
938
Cutler Group
California
$496K +$468K +987 New
1WA
939
180 Wealth Advisors
Washington
$495K +$443K +933 New
TH
940
TCTC Holdings
Texas
$492K – – –
HWM
941
Hohimer Wealth Management
Washington
$492K +$464K +979 New
TFS
942
Thoroughbred Financial Services
Tennessee
$491K -$28K -59 -6%
CWM
943
Concentric Wealth Management
California
$483K +$455K +960 New
CG
944
Caprock Group
Idaho
$482K -$58.8K -124 -11%
LSA
945
L & S Advisors
California
$482K +$82.1K +173 +22%
TCM
946
Tributary Capital Management
Nebraska
$480K – – –
PWP
947
Principle Wealth Partners
Connecticut
$479K – – –
CL
948
CPWM LLC
Washington
$474K +$58.4K +123 +15%
RMDI
949
R.M. Davis Inc
Maine
$468K +$137K +288 +45%
PWPS
950
Pinnacle Wealth Planning Services
Ohio
$467K -$15.7K -33 -3%
36 37
38
39 40