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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EPIMS
1226
Evelyn Partners Investment Management Services
$942K +$74.7K +79 +10%
NAS
1227
Nicolet Advisory Services
Wisconsin
$935K -$184K -195 -19%
AAM
1228
Aureus Asset Management
Massachusetts
$934K +$19.9K +21 +2%
LFA
1229
Legacy Financial Advisors
Kentucky
$932K +$205K +217 +32%
CFP
1230
Catalyst Financial Partners
Massachusetts
$932K +$17K +18 +2%
SCM
1231
Shelton Capital Management
Colorado
$930K -$6.62K -7 -0.8%
CBA
1232
Coastal Bridge Advisors
Connecticut
$925K +$16.1K +17 +2%
LAS
1233
LWM Advisory Services
Florida
$919K – – –
BP
1234
BBR Partners
New York
$918K -$1.89K -2 -0.2%
FDCP
1235
Foster Dykema Cabot & Partners
Massachusetts
$917K +$113K +120 +16%
HPM
1236
Hoxton Planning & Management
West Virginia
$914K -$5.67K -6 -0.7%
SFS
1237
Sowell Financial Services
Arkansas
$912K +$50.1K +53 +6%
SIA
1238
Schear Investment Advisers
Ohio
$912K -$15.1K -16 -2%
EWA
1239
EverSource Wealth Advisors
Alabama
$911K +$147K +155 +22%
GC
1240
Grimes & Company
Massachusetts
$910K -$18K -19 -2%
KP
1241
Keel Point
Alabama
$906K +$66.2K +70 +9%
AWM
1242
Angeles Wealth Management
California
$902K +$25.5K +27 +3%
TPW
1243
Transatlantique Private Wealth
New York
$901K -$5.67K -6 -0.7%
CCA
1244
Cobblestone Capital Advisors
New York
$900K -$26.5K -28 -3%
RCA
1245
Resonant Capital Advisors
Wisconsin
$900K +$230K +243 +40%
SPL
1246
Smart Portfolios LLC
Washington
$899K +$24.6K +26 +3%
RWM
1247
Rockline Wealth Management
New York
$898K – – –
LWAM
1248
Legacy Wealth Asset Management
Minnesota
$895K -$11.3K -12 -1%
AO
1249
Advisor OS
Illinois
$895K +$48.2K +51 +6%
BLFG
1250
Brian Low Financial Group
Louisiana
$890K +$802K +848 New
48 49
50
51 52