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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCC
1101
Money Concepts Capital
Florida
$626K +$575K +867 New
LA
1102
LVW Advisors
New York
$621K +$191K +288 +50%
ADL
1103
Asset Dedication LLC
California
$619K -$7.29K -11 -1%
AWM
1104
Aries Wealth Management
Maine
$615K +$19.9K +30 +4%
WA
1105
WBH Advisory
Maryland
$615K +$33.2K +50 +6%
SFS
1106
Sowell Financial Services
Arkansas
$615K +$161K +243 +40%
HAG
1107
HighPoint Advisor Group
Illinois
$612K -$16.6K -25 -3%
TFO
1108
Tarbox Family Office
California
$612K – – –
SS
1109
Sunbelt Securities
Texas
$610K +$6.63K +10 +1%
1SB
1110
1ST Source Bank
Indiana
$608K – – –
MWA
1111
Meridian Wealth Advisors
Texas
$603K +$2.65K +4 +0.5%
TCM
1112
Tributary Capital Management
Nebraska
$602K – – –
CS
1113
Comerica Securities
Michigan
$596K +$3.32K +5 +0.6%
JFA
1114
JNBA Financial Advisors
Minnesota
$592K +$3.98K +6 +0.7%
SBSB
1115
Sullivan, Bruyette, Speros & Blaney
Virginia
$592K +$29.2K +44 +6%
CA
1116
Claro Advisors
Massachusetts
$591K -$31.8K -48 -6%
VCA
1117
Verdence Capital Advisors
Maryland
$588K +$33.2K +50 +7%
RGC
1118
Roberts, Glore & Co
Illinois
$584K +$1.99K +3 +0.4%
SFA
1119
Sequoia Financial Advisors
Ohio
$584K +$65K +98 +14%
NCG
1120
Newport Capital Group
New Jersey
$581K +$534K +805 New
SWP
1121
Strategic Wealth Partners
Ohio
$579K +$155K +234 +41%
CCM
1122
CAAS Capital Management
New York
$577K +$531K +800 New
ECM
1123
Ensemble Capital Management
California
$575K +$41.1K +62 +8%
CWS
1124
Cypress Wealth Services
California
$575K +$529K +797 New
FMBTD
1125
First Midwest Bank Trust Division
Illinois
$573K -$199K -300 -27%
43 44
45
46 47