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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1301
Capital Advisors Ltd
Ohio
$552K +$8.58K +11 +2%
JFA
1302
JNBA Financial Advisors
Minnesota
$549K – – –
LI
1303
LMCG Investments
Massachusetts
$549K -$780 -1 -0.1%
RW
1304
Rede Wealth
Virginia
$543K +$780 +1 +0.1%
1IA
1305
1834 Investment Advisors
Wisconsin
$541K -$32K -41 -6%
PGWM
1306
Parisi Gray Wealth Management
New Jersey
$538K +$3.9K +5 +0.7%
JCM
1307
Jacobi Capital Management
Pennsylvania
$538K +$24.2K +31 +5%
QC
1308
Quent Capital
New York
$536K +$780 +1 +0.1%
WA
1309
Wealth Alliance
New York
$531K -$36.7K -47 -7%
SB
1310
Strategic Blueprint
Georgia
$530K +$84.3K +108 +19%
JWM
1311
JGP Wealth Management
Oregon
$529K -$8.15M -10,445 -94%
UCI
1312
Uncommon Cents Investing
Wisconsin
$528K +$15.6K +20 +3%
SIM
1313
Sentry Investment Management
Wisconsin
$527K -$107K -137 -17%
LA
1314
LVW Advisors
New York
$523K +$180K +231 +53%
BIP
1315
Blueprint Investment Partners
North Carolina
$522K -$47.6K -61 -8%
USCWA
1316
U.S. Capital Wealth Advisors
Texas
$517K -$28.1K -36 -5%
CAM
1317
Cidel Asset Management
Ontario, Canada
$516K +$14.8K +19 +3%
AIA
1318
Alera Investment Advisors
Illinois
$515K -$287K -368 -36%
APIM
1319
Agate Pass Investment Management
Washington
$515K +$70.2K +90 +16%
WG
1320
Welch Group
Alabama
$513K +$31.2K +40 +7%
OWP
1321
Obermeyer Wealth Partners
Colorado
$513K +$56.2K +72 +12%
RTC
1322
Riverview Trust Company
Washington
$513K -$394K -505 -44%
SP
1323
Symmetry Partners
Connecticut
$511K – – –
BAWM
1324
Bennett Associates Wealth Management
Pennsylvania
$510K +$51.5K +66 +11%
WAL
1325
W Advisors LLC
Tennessee
$508K +$3.12K +4 +0.6%
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