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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SVWAG
1226
Sound View Wealth Advisors Group
Georgia
$551K -$43.1K -51 -7%
PGWM
1227
Parisi Gray Wealth Management
New Jersey
$550K -$3.38K -4 -0.6%
BTW
1228
Boston Trust Walden
Massachusetts
$547K – – –
VFA
1229
Voya Financial Advisors
Connecticut
$546K -$2.88M -3,411 -84%
BONH
1230
Bank of New Hampshire
New Hampshire
$545K +$526K +623 New
ACM
1231
Alethea Capital Management
Washington
$542K -$67.6K -80 -11%
WW
1232
Westshore Wealth
California
$542K +$1.69K +2 +0.3%
PP
1233
Pegasus Partners
Wisconsin
$540K -$347K -411 -40%
GSIS
1234
Global Strategic Investment Solutions
Arizona
$540K +$2.53K +3 +0.5%
BL
1235
Balentine LLC
Georgia
$539K +$20.3K +24 +4%
HWA
1236
Heritage Wealth Advisors
Virginia
$539K -$538K -637 -51%
BCM
1237
Boltwood Capital Management
California
$537K +$26.2K +31 +5%
EWA
1238
ERTS Wealth Advisors
Michigan
$534K -$15.2K -18 -3%
CPIG
1239
Chicago Partners Investment Group
Illinois
$533K +$17.7K +21 +4%
WDC
1240
Woodward Diversified Capital
California
$532K -$19.4K -23 -4%
WBG
1241
Wharton Business Group
Pennsylvania
$532K – – –
TCPWM
1242
Traverso Chambers Private Wealth Management
California
$532K +$26.2K +31 +5%
WCM
1243
Weik Capital Management
Pennsylvania
$529K -$21.1K -25 -4%
FNBOH
1244
First National Bank of Hutchinson
Kansas
$527K +$19.4K +23 +4%
KWMG
1245
King Wealth Management Group
Florida
$526K – – –
VF
1246
Virtu Financial
New York
$524K +$3.38K +4 +0.7%
OIA
1247
Optimum Investment Advisors
Illinois
$521K – – –
GM
1248
GeoWealth Management
Illinois
$520K +$74.3K +88 +17%
BTWM
1249
Baker Tilly Wealth Management
Wisconsin
$517K -$196K -232 -28%
LC
1250
Lindbrook Capital
California
$517K – – –
48 49
50
51 52