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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PFGIA
1251
Patriot Financial Group Insurance Agency
Massachusetts
$161K +$12.6K +25 +9%
JCM
1252
Jacobi Capital Management
Pennsylvania
$158K – – –
DWA
1253
Dougherty Wealth Advisers
Minnesota
$152K – – –
HIIFS
1254
Harel Insurance Investments & Financial Services
Israel
$151K – – –
BCM
1255
Blume Capital Management
California
$150K – – –
CPR
1256
CSU Producer Resources
Ohio
$150K – – –
BCA
1257
Berman Capital Advisors
Georgia
$148K -$31.8K -63 -19%
ST
1258
Smithfield Trust
Pennsylvania
$145K +$16.7K +33 +14%
EP
1259
Eudaimonia Partners
Tennessee
$141K +$51K +101 +64%
MHR
1260
Matthew Hamilton Rosenberg
$140K – – –
EFSCE
1261
Enterprise Financial Services Corp (EFSC)
Missouri
$139K +$20.2K +40 +19%
FFC
1262
First Financial Corp
Indiana
$138K -$25.2K -50 -16%
KPCM
1263
Kings Point Capital Management
New York
$133K -$11.1K -22 -8%
TFS
1264
TrustCore Financial Services
Tennessee
$131K +$7.07K +14 +6%
BWP
1265
Baldwin Wealth Partners
Massachusetts
$128K – – –
BCA
1266
Bray Capital Advisors
Florida
$124K – – –
KTC
1267
Kistler-Tiffany Companies
Pennsylvania
$124K – – –
PGAM
1268
Princeton Global Asset Management
New Jersey
$117K – – –
DOA
1269
D'Orazio & Associates
Virginia
$109K – – –
AC
1270
Asio Capital
Kentucky
$109K +$101K +200 New
SIAS
1271
Shine Investment Advisory Services
Colorado
$102K – – –
HWA
1272
HHM Wealth Advisors
Tennessee
$100K – – –
MAWCM
1273
Mine & Arao Wealth Creation & Management
California
$100K – – –
TWA
1274
TCI Wealth Advisors
Arizona
$97K -$16.2K -32 -15%
BWM
1275
Baystate Wealth Management
Massachusetts
$95K +$5.55K +11 +7%
49 50
51
52 53