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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JCM
1301
Jacobi Capital Management
Pennsylvania
$534K +$4.89K +7 +1%
SAM
1302
Seelaus Asset Management
New Jersey
$533K +$38.4K +55 +9%
AWM
1303
Aberdeen Wealth Management
Illinois
$533K – – –
SP
1304
Symmetry Partners
Connecticut
$529K -$115K -165 -20%
UCI
1305
Uncommon Cents Investing
Wisconsin
$528K – – –
PCM
1306
Penserra Capital Management
California
$526K -$95.6K -137 -17%
WHCI
1307
W.H. Cornerstone Investments
Massachusetts
$523K +$71.9K +103 +19%
FDCP
1308
Foster Dykema Cabot & Partners
Massachusetts
$522K +$449K +643 New
LAS
1309
Legacy Advisory Services
Pennsylvania
$520K +$447K +641 New
AWA
1310
Arkadios Wealth Advisors
Georgia
$519K -$120K -172 -21%
EFA
1311
Evernest Financial Advisors
Indiana
$518K +$445K +638 New
WBG
1312
Wharton Business Group
Pennsylvania
$518K – – –
PFBT
1313
Parkside Financial Bank & Trust
Missouri
$517K +$12.6K +18 +3%
WAL
1314
W Advisors LLC
Tennessee
$517K +$66.3K +95 +18%
CAM
1315
Cidel Asset Management
Ontario, Canada
$517K +$445K +637 New
PCG
1316
Prosperity Consulting Group
Maryland
$516K +$215K +308 +94%
GIM
1317
Goelzer Investment Management
Indiana
$513K +$153K +219 +53%
SIC
1318
Sterling Investment Counsel
New York
$511K +$40.5K +58 +10%
BAM
1319
Berkshire Asset Management
Pennsylvania
$511K +$1.4K +2 +0.3%
RCA
1320
Resonant Capital Advisors
Wisconsin
$510K +$11.2K +16 +3%
MWM
1321
Meridian Wealth Management
Kentucky
$510K +$698 +1 +0.2%
PAM
1322
Peak Asset Management
Colorado
$504K -$1.4K -2 -0.3%
FSC
1323
Full Sail Capital
Oklahoma
$504K +$181K +260 +72%
CPIG
1324
Chicago Partners Investment Group
Illinois
$501K +$46.8K +67 +12%
KCIC
1325
Kuhn & Co Investment Counsel
Illinois
$501K +$431K +617 New
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