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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CW
1226
CreativeOne Wealth
Kansas
$579K -$666K -995 -54%
BPWM
1227
Badgley Phelps Wealth Managers
Washington
$577K -$19.4K -29 -3%
MRWM
1228
ML&R Wealth Management
Texas
$576K +$285K +425 +104%
WMP
1229
Wealth Management Partners
Arizona
$575K +$55.6K +83 +11%
KIA
1230
KLR Investment Advisors
Rhode Island
$571K +$12.1K +18 +2%
FAM
1231
Formidable Asset Management
Ohio
$568K – – –
ECM
1232
Ensemble Capital Management
California
$567K – – –
LWM
1233
Laidlaw Wealth Management
New York
$566K -$46.9K -70 -8%
FBFS
1234
First Business Financial Services
Wisconsin
$565K – – –
SP
1235
Symmetry Partners
Connecticut
$563K – – –
WDC
1236
Woodward Diversified Capital
California
$558K -$21.4K -32 -4%
MA
1237
Montag & Associates
Georgia
$558K +$460K +687 +573%
FWP
1238
FAS Wealth Partners
Kansas
$556K -$10K -15 -2%
EFL
1239
ERn Financial LLC
Wisconsin
$555K +$13.4K +20 +3%
SWM
1240
SeaCrest Wealth Management
New York
$555K +$40.9K +61 +8%
LT
1241
Legacy Trust
Michigan
$554K – – –
CA
1242
Cullinan Associates
Kentucky
$553K +$67K +100 +14%
CWM
1243
Centurion Wealth Management
Virginia
$552K +$4.69K +7 +0.9%
GWM
1244
Geneos Wealth Management
Colorado
$551K +$55.6K +83 +12%
PCS
1245
Personal CFO Solutions
New Jersey
$550K +$11.4K +17 +2%
WMA
1246
West Michigan Advisors
Michigan
$545K +$34.2K +51 +7%
LI
1247
LMCG Investments
Massachusetts
$543K -$1.34K -2 -0.3%
SMC
1248
Smith, Moore & Co
Missouri
$541K -$4.02K -6 -0.8%
FFA
1249
Farther Finance Advisors
California
$539K +$20.8K +31 +4%
OC
1250
Oakworth Capital
Alabama
$539K -$15.4K -23 -3%
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