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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HPWM
1201
Highland Private Wealth Management
Washington
$448K +$17K +26 +3%
O
1202
Ossiam
France
$448K +$533K +815 New
EFS
1203
Essex Financial Services
Connecticut
$447K -$24.2K -37 -4%
CAG
1204
Csenge Advisory Group
Florida
$445K -$303K -463 -36%
EWA
1205
EverSource Wealth Advisors
Alabama
$444K +$11.8K +18 +2%
PAM
1206
Premier Asset Management
Illinois
$442K -$102K -156 -16%
JFA
1207
JNBA Financial Advisors
Minnesota
$442K +$5.89K +9 +1%
SS
1208
Sunbelt Securities
Texas
$442K +$19K +29 +4%
HAI
1209
Hennessy Advisors Inc
California
$440K -$65.5K -100 -11%
FBFS
1210
First Business Financial Services
Wisconsin
$440K – – –
SVWAG
1211
Sound View Wealth Advisors Group
Georgia
$439K +$1.96K +3 +0.4%
PA
1212
Probity Advisors
Texas
$436K -$56.9K -87 -10%
LI
1213
LMCG Investments
Massachusetts
$434K -$655 -1 -0.1%
FCH
1214
Freestone Capital Holdings
Washington
$433K -$426K -651 -45%
OC
1215
Oakworth Capital
Alabama
$432K – – –
PCA
1216
Pallas Capital Advisors
Massachusetts
$431K -$53.7K -82 -11%
RGF
1217
Retirement Guys Formula
Ohio
$431K +$25.5K +39 +5%
GWM
1218
Gray Wealth Management
Maine
$430K +$13.1K +20 +3%
CS
1219
Comerica Securities
Michigan
$429K -$8.51K -13 -2%
TCPWM
1220
Traverso Chambers Private Wealth Management
California
$429K +$40.6K +62 +9%
MC
1221
Machina Capital
France
$429K +$510K +779 New
SAM
1222
Smithbridge Asset Management
Pennsylvania
$426K -$9.82K -15 -2%
WAP
1223
Wealthcare Advisory Partners
Pennsylvania
$423K +$153K +234 +44%
IBOK
1224
Independence Bank of Kentucky
Kentucky
$422K – – –
HFAS
1225
Hummer Financial Advisory Services
Illinois
$421K – – –
47 48
49
50 51