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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
1326
Meristem Family Wealth
Minnesota
$422K -$411K -526 -49%
FDCC
1327
Foster Dykema Cabot & Co
Massachusetts
$422K – – –
RGF
1328
Retirement Guys Formula
Ohio
$422K +$84.4K +108 +24%
IFWM
1329
Institute for Wealth Management
Colorado
$420K -$8.59K -11 -2%
UAML
1330
US Asset Management LLC
Pennsylvania
$418K – – –
AC
1331
ASB Consultores
Florida
$416K +$26.6K +34 +7%
FBB
1332
Fulton Breakefield Broenniman
Maryland
$414K +$423K +542 New
DBRC
1333
D.B. Root & Company
Pennsylvania
$412K +$422K +540 New
TWM
1334
TMD Wealth Management
Arizona
$408K – – –
HCM
1335
Hall Capital Management
Rhode Island
$408K +$781 +1 +0.2%
CWS
1336
Cypress Wealth Services
California
$406K +$26.6K +34 +7%
LIM
1337
Longfellow Investment Management
Massachusetts
$405K +$411K +526 +17,533%
VCM
1338
Versant Capital Management
Arizona
$404K +$398K +509 +2,545%
EWA
1339
ERTS Wealth Advisors
Michigan
$403K -$53.1K -68 -11%
TAM
1340
Todd Asset Management
Kentucky
$403K -$14.1K -18 -3%
MW
1341
MBL Wealth
North Carolina
$402K +$411K +526 New
DWM
1342
Doyle Wealth Management
Florida
$401K -$62.5K -80 -13%
NB
1343
NBT Bank
New York
$401K -$1.56K -2 -0.4%
CFG
1344
Cooper Financial Group
California
$397K +$22.7K +29 +6%
SWM
1345
SeaCrest Wealth Management
New York
$396K -$5.47K -7 -1%
VFA
1346
Voya Financial Advisors
Connecticut
$396K +$63.3K +81 +19%
MFP
1347
Meridian Financial Partners
Virginia
$395K +$162K +207 +67%
QI
1348
Qtron Investments
Massachusetts
$394K -$170K -218 -30%
ATWA
1349
Arbor Trust Wealth Advisors
Michigan
$394K – – –
RWA
1350
Redmont Wealth Advisors
Illinois
$392K +$10.2K +13 +3%
52 53
54
55 56