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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AP
1376
Arlington Partners
Alabama
$307K +$30K +46 +10%
SFG
1377
Sather Financial Group
Texas
$306K – – –
SWA
1378
Sutton Wealth Advisors
Florida
$305K +$651 +1 +0.2%
CA
1379
Cullinan Associates
Kentucky
$305K – – –
DU
1380
Delphia (USA)
Ontario, Canada
$305K +$326K +501 New
KCM
1381
Kathmere Capital Management
Pennsylvania
$303K +$102K +157 +46%
LA
1382
Legacy Advisors
Pennsylvania
$302K +$144K +221 +80%
CIA
1383
Capital Impact Advisors
Massachusetts
$301K -$274K -421 -46%
HI
1384
Harbour Investments
Wisconsin
$301K +$322K +494 New
EWM
1385
Evermay Wealth Management
Virginia
$300K +$33.2K +51 +12%
CA
1386
Continuum Advisory
Idaho
$300K +$321K +493 New
RPWA
1387
Regent Peak Wealth Advisors
Georgia
$299K +$11.1K +17 +4%
BCAM
1388
Boston Common Asset Management
Massachusetts
$299K +$28.7K +44 +10%
IF
1389
Integrity Financial
Wyoming
$297K -$5.21K -8 -2%
HWA
1390
Heritage Wealth Advisors
Virginia
$297K +$208K +320 +192%
GG
1391
Gleason Group
Kentucky
$296K +$2.6K +4 +0.8%
FANJ
1392
Financial Architects (New Jersey)
New Jersey
$294K +$10.4K +16 +3%
HWMG
1393
Hurlow Wealth Management Group
Indiana
$293K – – –
JG
1394
Jefferies Group
New York
$293K +$117K +180 +60%
CPSAC
1395
Chas P. Smith & Associates (CPS)
Florida
$292K -$65.1K -100 -17%
CSWG
1396
Cardinal Strategic Wealth Guidance
Kentucky
$292K -$6.51K -10 -2%
JIC
1397
Joel Isaacson & Co
New York
$292K – – –
AWM
1398
Accurate Wealth Management
Florida
$291K +$33.2K +51 +12%
SMC
1399
Smith, Moore & Co
Missouri
$288K +$34.5K +53 +13%
APA
1400
Astoria Portfolio Advisors
New York
$288K +$309K +474 New
54 55
56
57 58