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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1251
Keel Point
Alabama
$992K -$14.5K -13 -2%
RWM
1252
Rockline Wealth Management
New York
$989K -$8.94K -8 -0.9%
JSAM
1253
J. Safra Asset Management
New York
$988K +$122K +109 +15%
PP
1254
Patron Partners
Texas
$987K +$224K +200 +31%
JWBC
1255
J.W. Burns & Co
New York
$986K +$23.5K +21 +3%
SAM
1256
Sawgrass Asset Management
Florida
$986K +$228K +204 +32%
FFO
1257
Fortitude Family Office
Arizona
$985K – – –
HPM
1258
Hoxton Planning & Management
West Virginia
$983K -$31.3K -28 -3%
FBFS
1259
First Business Financial Services
Wisconsin
$969K – – –
MIM
1260
MTM Investment Management
South Carolina
$965K +$24.6K +22 +3%
AO
1261
Advisor OS
Illinois
$960K -$33.5K -30 -4%
KCM
1262
Kathmere Capital Management
Pennsylvania
$960K +$278K +249 +43%
WJWM
1263
Williams Jones Wealth Management
New York
$957K – – –
CA
1264
Crumly & Associates
Illinois
$957K -$3.35K -3 -0.4%
TC
1265
TownSquare Capital
Utah
$956K -$278K -249 -23%
FWP
1266
FAS Wealth Partners
Kansas
$951K -$1.12K -1 -0.1%
CWS
1267
Cypress Wealth Services
California
$950K -$182K -163 -17%
SSA
1268
Sierra Summit Advisors
Nevada
$948K +$12.3K +11 +1%
EW
1269
Evoke Wealth
California
$945K +$296K +265 +49%
TPW
1270
Transatlantique Private Wealth
New York
$944K -$54.8K -49 -6%
WA1
1271
Wimmer Associates 1
California
$944K – – –
MWM
1272
Modern Wealth Management
Kansas
$944K +$47K +42 +5%
PFA
1273
Pathway Financial Advisers
Indiana
$943K -$263K -235 -22%
CBA
1274
Coastal Bridge Advisors
Connecticut
$943K -$81.6K -73 -8%
SS
1275
Sunbelt Securities
Texas
$943K +$3.35K +3 +0.4%
49 50
51
52 53