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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1101
Optimum Investment Advisors
Illinois
$324K – – –
BFG
1102
Beacon Financial Group
Texas
$324K +$5.05K +10 +2%
EWM
1103
EPG Wealth Management
Georgia
$324K +$8.58K +17 +3%
MTC
1104
McDaniel Terry & Co
Texas
$321K – – –
PWM
1105
Perigon Wealth Management
California
$320K +$3.03K +6 +1%
PA
1106
Procyon Advisors
Connecticut
$320K +$278K +551 +1,450%
RCA
1107
Resonant Capital Advisors
Wisconsin
$319K +$1.51K +3 +0.5%
VCM
1108
Vivaldi Capital Management
Illinois
$319K +$273K +541 New
LC
1109
Lindbrook Capital
California
$318K +$9.09K +18 +3%
AP
1110
Americana Partners
Texas
$317K -$156K -309 -35%
AIP
1111
Almanack Investment Partners
Pennsylvania
$315K +$292K +579 New
OCPWS
1112
One Charles Private Wealth Services
Massachusetts
$314K +$292K +578 New
QP
1113
Quilter Plc
United Kingdom
$312K -$223K -441 -43%
WSTAM
1114
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$10.1K +20 +4%
GC
1115
Gilbert & Cook
Iowa
$311K +$37.4K +74 +15%
FPFS
1116
First Personal Financial Services
North Carolina
$310K -$80.8K -160 -22%
BBHC
1117
Brown Brothers Harriman & Co
New York
$307K +$57.1K +113 +25%
SWM
1118
SeaCrest Wealth Management
New York
$306K +$35.9K +71 +14%
BSW
1119
Buckingham Strategic Wealth
Missouri
$304K -$107K -212 -27%
SAM
1120
Seelaus Asset Management
New Jersey
$304K -$13.6K -27 -5%
PTP
1121
Platform Technology Partners
New York
$304K +$33.3K +66 +13%
ZB
1122
Zions Bancorporation
Utah
$303K -$36.9K -73 -12%
FDCC
1123
Foster Dykema Cabot & Co
Massachusetts
$303K +$5.05K +10 +2%
JFGIW
1124
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K +$128K +253 +84%
CPO
1125
Cerity Partners OCIO
New York
$300K +$278K +551 New
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45
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