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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CBA
1251
Coastal Bridge Advisors
Connecticut
$914K +$174K +168 +21%
HBT
1252
Hills Bank & Trust
Iowa
$913K -$16.5K -16 -2%
RC
1253
Roundview Capital
New Jersey
$912K – – –
WA
1254
Wealth Architects
California
$912K +$3.1K +3 +0.3%
LSPW
1255
Lake Street Private Wealth
Illinois
$909K -$21.7K -21 -2%
CAG
1256
Centerpoint Advisory Group
Kansas
$908K – – –
SW
1257
Simplicity Wealth
New Jersey
$908K +$141K +136 +17%
MC
1258
Matisse Capital
Oregon
$904K – – –
E
1259
Evansbrook
Illinois
$903K – – –
GI
1260
GLOBALT Investments
Georgia
$901K +$37.2K +36 +4%
SPC
1261
Sigma Planning Corp
Michigan
$892K -$11.4K -11 -1%
SACTSONJ
1262
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$890K -$52.7K -51 -5%
RCA
1263
Resonant Capital Advisors
Wisconsin
$889K -$11.4K -11 -1%
AA
1264
Acorns Advisers
California
$888K +$90K +87 +10%
CT
1265
Colonial Trust
South Carolina
$886K +$2.07K +2 +0.2%
FRM
1266
Fox Run Management
Connecticut
$886K -$1.34M -1,293 -58%
AAM
1267
Aureus Asset Management
Massachusetts
$885K -$1.03K -1 -0.1%
ADL
1268
Asset Dedication LLC
California
$882K -$14.5K -14 -2%
AFG
1269
ABLE Financial Group
Arizona
$880K +$1.03K +1 +0.1%
PP
1270
PDS Planning
Ohio
$879K +$37.2K +36 +4%
WWM
1271
Waterway Wealth Management
Texas
$878K +$5.17K +5 +0.6%
WBC
1272
Westpac Banking Corp
Australia
$878K +$944K +913 New
PAM
1273
Panagora Asset Management
Massachusetts
$876K – – –
AF
1274
Aviso Financial
Ontario, Canada
$875K -$87.9K -85 -9%
CA
1275
Crumly & Associates
Illinois
$875K -$5.17K -5 -0.5%
49 50
51
52 53