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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AA
1301
Acorns Advisers
California
$804K +$135K +128 +18%
TP
1302
TritonPoint Partners
Maryland
$804K +$152K +144 +21%
BONST
1303
Bank of Nova Scotia Trust
Ontario, Canada
$803K -$139K -132 -14%
FBFS
1304
First Business Financial Services
Wisconsin
$803K – – –
PI
1305
PFG Investments
New York
$802K +$64.2K +61 +8%
VCM
1306
Versant Capital Management
Arizona
$802K +$158K +150 +22%
RMP
1307
Richards, Merrill & Peterson
Washington
$801K -$17.9K -17 -2%
CAM
1308
CenterStar Asset Management
Illinois
$797K +$872K +829 New
FSA
1309
Fort Sheridan Advisors
Illinois
$795K +$101K +96 +13%
PCS
1310
Personal CFO Solutions
New Jersey
$793K -$130K -124 -13%
CWS
1311
Confluence Wealth Services
Pennsylvania
$791K +$105K +100 +14%
KAS
1312
KPP Advisory Services
Kentucky
$790K -$514K -489 -37%
MIM
1313
MTM Investment Management
South Carolina
$788K – – –
CBT
1314
Central Bank & Trust
Kentucky
$786K +$25.3K +24 +3%
IIA
1315
Integral Investment Advisors
California
$784K -$12.6K -12 -1%
FAM
1316
Formidable Asset Management
Ohio
$783K – – –
NFA
1317
Northern Financial Advisors
Michigan
$780K +$329K +313 +63%
PFA
1318
Pathway Financial Advisers
Indiana
$778K +$3.16K +3 +0.4%
SS
1319
Sunbelt Securities
Texas
$778K -$5.26K -5 -0.6%
SW
1320
Simplicity Wealth
New Jersey
$777K +$80K +76 +10%
RWM
1321
Rockline Wealth Management
New York
$773K -$46.3K -44 -5%
PNFS
1322
PW Nova Financial Services
Pennsylvania
$773K -$9.47K -9 -1%
HPM
1323
Hoxton Planning & Management
West Virginia
$770K -$37.9K -36 -4%
SW
1324
SteelPeak Wealth
California
$769K +$99.9K +95 +13%
LFA
1325
Legacy Financial Advisors
Kentucky
$767K +$133K +126 +19%
51 52
53
54 55