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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HIC
1301
Holderness Investments Company
North Carolina
$342K – – –
AFM
1302
Andesa Financial Management
Pennsylvania
$341K +$405K +618 New
WHCI
1303
W.H. Cornerstone Investments
Massachusetts
$339K +$418K +638 New
IP
1304
Investment Partners
Ohio
$338K +$109K +167 +37%
BIAS
1305
Beacon Investment Advisory Services
New Jersey
$338K +$155K +237 +63%
PCA
1306
Personal Capital Advisors
California
$338K +$156K +239 +64%
IF
1307
Intrua Financial
Texas
$337K -$94.9K -145 -19%
WG
1308
Welch Group
Alabama
$337K -$17.7K -27 -4%
DG
1309
DMC Group
Alabama
$336K +$38.6K +59 +11%
BOPW
1310
Brandywine Oak Private Wealth
Pennsylvania
$335K -$664K -1,014 -62%
AWM
1311
Accurate Wealth Management
Florida
$335K +$75.3K +115 +24%
SAM
1312
Strategy Asset Managers
California
$335K +$399K +610 New
SAM
1313
Seelaus Asset Management
New Jersey
$333K +$3.27K +5 +0.8%
KAM
1314
Karani Asset Management
New York
$332K -$69.4K -106 -15%
BFM
1315
Boothbay Fund Management
New York
$332K +$395K +603 New
PFBT
1316
Parkside Financial Bank & Trust
Missouri
$331K +$10.5K +16 +3%
QC
1317
Quent Capital
New York
$331K +$139K +213 +55%
PSP
1318
Principal Street Partners
Tennessee
$330K -$56.9K -87 -13%
CANY
1319
Caxton Associates (New York)
New York
$329K +$54.3K +83 +16%
OFS
1320
OneAscent Financial Services
Alabama
$328K +$11.1K +17 +3%
CM
1321
Columbus Macro
Pennsylvania
$327K -$6.55K -10 -2%
IDBONY
1322
Israel Discount Bank of New York
New York
$327K +$9.16K +14 +2%
WAL
1323
W Advisors LLC
Tennessee
$325K -$1.31K -2 -0.3%
WMP
1324
Wealth Management Partners
Arizona
$325K – – –
EWA
1325
ERTS Wealth Advisors
Michigan
$324K +$1.31K +2 +0.3%
51 52
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