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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AFM
1301
Andesa Financial Management
Pennsylvania
$579K +$91.3K +100 +19%
TA
1302
TFG Advisers
Michigan
$577K +$21.9K +24 +4%
STA
1303
Summit Trail Advisors
New York
$576K +$16.4K +18 +3%
NAG
1304
Northstar Advisory Group
New Jersey
$576K +$574K +629 New
OWP
1305
Obermeyer Wealth Partners
Colorado
$575K +$74.8K +82 +15%
FNBOH
1306
First National Bank of Hutchinson
Kansas
$574K +$18.3K +20 +3%
SVWAG
1307
Sound View Wealth Advisors Group
Georgia
$574K +$24.6K +27 +5%
FCBT
1308
First Citizens Bank & Trust
North Carolina
$574K +$57.5K +63 +11%
BTW
1309
Boston Trust Walden
Massachusetts
$572K – – –
ACM
1310
Alethea Capital Management
Washington
$568K – – –
CWM
1311
Congress Wealth Management
Massachusetts
$568K +$566K +620 New
TCPWM
1312
Traverso Chambers Private Wealth Management
California
$565K +$19.2K +21 +4%
BONH
1313
Bank of New Hampshire
New Hampshire
$561K -$9.13K -10 -2%
WBG
1314
Wharton Business Group
Pennsylvania
$557K – – –
DCM
1315
Deuterium Capital Management
Florida
$557K +$555K +608 New
DWM
1316
Doyle Wealth Management
Florida
$554K +$913 +1 +0.2%
MPM
1317
MBB Public Markets
Illinois
$554K +$552K +605 New
WCM
1318
Weik Capital Management
Pennsylvania
$553K – – –
PFBT
1319
Parkside Financial Bank & Trust
Missouri
$549K +$60.2K +66 +12%
MG
1320
Mather Group
Illinois
$549K +$308K +338 +129%
HWA
1321
Heritage Wealth Advisors
Virginia
$547K -$17.3K -19 -3%
JSC
1322
Jackson Square Capital
California
$546K +$96.7K +106 +22%
KWM
1323
Kolinsky Wealth Management
New Jersey
$546K +$544K +596 New
EWA
1324
ERTS Wealth Advisors
Michigan
$544K -$12.8K -14 -2%
IA
1325
Insight Advisors
Pennsylvania
$542K -$139K -152 -20%
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