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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAN
1351
Claraphi Advisory Network
United States
$385K +$17.9K +20 +5%
PFGIA
1352
Patriot Financial Group Insurance Agency
Massachusetts
$385K +$71.7K +80 +21%
MCWS
1353
McKinley Carter Wealth Services
West Virginia
$384K – – –
WF
1354
WoodTrust Financial
Wisconsin
$383K -$50.2K -56 -11%
CCP
1355
Cardan Capital Partners
Colorado
$383K – – –
DLA
1356
Douglas Lane & Associates
New York
$382K +$17.9K +20 +5%
CCM
1357
Coldstream Capital Management
Washington
$380K -$101K -113 -14%
KP
1358
Keel Point
Alabama
$380K +$69K +77 +20%
BDF
1359
Balasa Dinverno & Foltz
$373K -$5.38K -6 -1%
ECM
1360
EagleClaw Capital Management
Massachusetts
$373K – – –
PIM
1361
Perpetual Investment Management
Australia
$373K – – –
WMP
1362
Wealth Management Partners
Arizona
$373K +$54.7K +61 +16%
GLA
1363
Good Life Advisors
Pennsylvania
$370K +$106K +118 +36%
RPWA
1364
Regent Peak Wealth Advisors
Georgia
$369K +$1.79K +2 +0.5%
BW
1365
Bison Wealth
Georgia
$368K – – –
FA
1366
Fermata Advisors
California
$367K +$49.3K +55 +14%
BCM
1367
BTR Capital Management
California
$365K -$22.4K -25 -5%
ALAM
1368
Asahi Life Asset Management
Japan
$365K +$42.1K +47 +12%
BST
1369
Bath Savings Trust
Maine
$361K -$11.6K -13 -3%
PBO
1370
Peoples Bank (Ohio)
Ohio
$360K +$175K +195 +83%
CBN
1371
Cadence Bank NA
Texas
$357K -$4.48K -5 -1%
MWPCG
1372
Measured Wealth Private Client Group
New Hampshire
$356K -$2.69K -3 -0.7%
HAIM
1373
Hunter Associates Investment Management
Pennsylvania
$356K +$381K +425 New
SFS
1374
Summit Financial Strategies
Ohio
$355K – – –
VWA
1375
Visionary Wealth Advisors
Illinois
$354K +$87.8K +98 +30%
53 54
55
56 57