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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
STCOSD
1201
Sageworth Trust Company of South Dakota
South Dakota
$709K -$40.6K -52 -5%
ZF
1202
Zhang Financial
Michigan
$705K +$9.36K +12 +1%
WJWM
1203
Williams Jones Wealth Management
New York
$705K -$32K -41 -4%
CFP
1204
Catalyst Financial Partners
Massachusetts
$701K +$7.02K +9 +1%
MIM
1205
Meridiem Investment Management
United Kingdom
$697K +$690K +885 New
WWM
1206
Waterway Wealth Management
Texas
$692K +$40.6K +52 +6%
CGL
1207
Clarius Group LLC
Washington
$686K -$21.1K -27 -3%
CAC
1208
Core Alternative Capital
Georgia
$683K -$9.36K -12 -1%
AFG
1209
ABLE Financial Group
Arizona
$683K +$2.34K +3 +0.3%
GWANC
1210
Guardian Wealth Advisors (North Carolina)
North Carolina
$683K -$780 -1 -0.1%
GC
1211
Grimes & Company
Massachusetts
$676K -$5.46K -7 -0.8%
SPL
1212
Smart Portfolios LLC
Washington
$676K +$68.7K +88 +11%
VAG
1213
VisionPoint Advisory Group
Texas
$672K +$282K +361 +73%
CA
1214
Crumly & Associates
Illinois
$667K +$1.56K +2 +0.2%
HPM
1215
Hoxton Planning & Management
West Virginia
$662K -$14K -18 -2%
JWBC
1216
J.W. Burns & Co
New York
$661K – – –
GCAC
1217
Guardian Capital Advisors (Canada)
Ontario, Canada
$660K -$419K -537 -40%
RWM
1218
Rockline Wealth Management
New York
$660K +$11.7K +15 +2%
FBFS
1219
First Business Financial Services
Wisconsin
$658K +$4.68K +6 +0.7%
SBF
1220
Sara-Bay Financial
Florida
$657K +$74.9K +96 +13%
SS
1221
Sunbelt Securities
Texas
$655K -$13.3K -17 -2%
FDCP
1222
Foster Dykema Cabot & Partners
Massachusetts
$653K – – –
TPW
1223
Transatlantique Private Wealth
New York
$652K -$1.56K -2 -0.2%
NFA
1224
Northern Financial Advisors
Michigan
$652K – – –
WGCA
1225
Wolf Group Capital Advisors
Virginia
$650K -$66.3K -85 -9%
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