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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1251
Crumly & Associates
Illinois
$818K +$12.7K +13 +2%
PP
1252
PDS Planning
Ohio
$816K +$58.8K +60 +7%
LA
1253
LM Advisors
California
$814K +$2.94K +3 +0.4%
VCM
1254
Virtue Capital Management
Tennessee
$813K +$272K +278 +48%
RP
1255
Rowlandmiller & Partners
Georgia
$810K +$839K +856 New
RWM
1256
Rockline Wealth Management
New York
$810K +$17.6K +18 +2%
CBT
1257
Central Bank & Trust
Kentucky
$805K -$36.3K -37 -4%
EFG
1258
Everhart Financial Group
Ohio
$801K +$636K +649 +329%
BCM
1259
Boltwood Capital Management
California
$800K – – –
AFG
1260
ABLE Financial Group
Arizona
$799K -$93.1K -95 -10%
SQA
1261
Simon Quick Advisors
New Jersey
$799K +$482K +492 +140%
NB
1262
Nicolet Bankshares
Wisconsin
$797K +$54.9K +56 +7%
PI
1263
PineBridge Investments
New York
$796K +$824K +841 New
JWBC
1264
J.W. Burns & Co
New York
$795K – – –
IA
1265
IFC Advisors
California
$793K -$100K -102 -11%
PA
1266
Procyon Advisors
Connecticut
$789K +$73.5K +75 +10%
AWM
1267
Angeles Wealth Management
California
$788K +$12.7K +13 +2%
HCM
1268
Howard Capital Management
Georgia
$787K -$119K -121 -13%
WJWM
1269
Williams Jones Wealth Management
New York
$787K – – –
SPL
1270
Smart Portfolios LLC
Washington
$787K – – –
FBFS
1271
First Business Financial Services
Wisconsin
$787K +$980 +1 +0.1%
GWS
1272
Greykasell Wealth Strategies
California
$786K – – –
VA
1273
VestGen Advisors
Illinois
$785K +$813K +829 New
FFO
1274
Fortitude Family Office
Arizona
$784K -$15.7K -16 -2%
SC
1275
Skylands Capital
Wisconsin
$781K -$24.5K -25 -3%
49 50
51
52 53