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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NG
1326
Norden Group
Utah
$540K +$145K +180 +38%
LFA
1327
Legacy Financial Advisors
Kentucky
$540K -$17.7K -22 -3%
WHCI
1328
W.H. Cornerstone Investments
Massachusetts
$538K +$1.61K +2 +0.3%
SAM
1329
Strategy Asset Managers
California
$537K +$22.5K +28 +5%
DWG
1330
Darden Wealth Group
Michigan
$536K -$45K -56 -8%
WAL
1331
W Advisors LLC
Tennessee
$534K +$3.21K +4 +0.6%
CAM
1332
Cidel Asset Management
Ontario, Canada
$531K – – –
PFBT
1333
Parkside Financial Bank & Trust
Missouri
$530K -$803 -1 -0.2%
BB
1334
Bell Bank
North Dakota
$530K +$273K +340 +115%
CAG
1335
Crestwood Advisors Group
Massachusetts
$529K +$75.5K +94 +17%
LAS
1336
Legacy Advisory Services
Pennsylvania
$527K -$7.23K -9 -1%
GC
1337
Gratus Capital
Georgia
$527K +$52.2K +65 +11%
HI
1338
Harbour Investments
Wisconsin
$522K +$99.6K +124 +25%
PAM
1339
Peak Asset Management
Colorado
$520K +$2.41K +3 +0.5%
CPIG
1340
Chicago Partners Investment Group
Illinois
$520K +$32.1K +40 +6%
DWM
1341
Drive Wealth Management
Utah
$518K +$3.21K +4 +0.6%
KCIC
1342
Kuhn & Co Investment Counsel
Illinois
$514K – – –
PAG
1343
Powers Advisory Group
Illinois
$510K -$2.41K -3 -0.5%
WG
1344
Welch Group
Alabama
$510K – – –
DAS
1345
Diversify Advisory Services
Utah
$508K +$493K +614 New
HIC
1346
Holderness Investments Company
North Carolina
$507K +$4.02K +5 +0.8%
TL
1347
Tradewinds LLC
North Carolina
$506K +$488K +607 New
CCT
1348
Chemung Canal Trust
New York
$506K +$22.5K +28 +5%
RIA
1349
Regal Investment Advisors
Michigan
$504K +$56.2K +70 +13%
WBG
1350
Wharton Business Group
Pennsylvania
$503K -$28.1K -35 -5%
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