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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
S
1401
Seeyond
France
$314K +$845 +1 +0.3%
BCA
1402
Bay Colony Advisors
Massachusetts
$312K -$1.69K -2 -0.6%
PG
1403
Patten Group
Tennessee
$311K -$4.22K -5 -1%
HCM
1404
Hollencrest Capital Management
California
$311K – – –
PWM
1405
PRW Wealth Management
Massachusetts
$311K +$301K +356 New
KFP
1406
Keystone Financial Planning
Ohio
$310K – – –
EWM
1407
Evermay Wealth Management
Virginia
$309K – – –
CWC
1408
Carolinas Wealth Consulting
North Carolina
$309K +$25.3K +30 +9%
JWA
1409
JFS Wealth Advisors
Pennsylvania
$307K – – –
KPCM
1410
Kings Point Capital Management
New York
$307K +$85.3K +101 +40%
HIP
1411
HUB Investment Partners
Texas
$307K +$296K +350 New
TC
1412
TwinBeech Capital
New York
$307K +$296K +351 New
MCM
1413
McRae Capital Management
New Jersey
$306K – – –
FMWA
1414
Forvis Mazars Wealth Advisors
Missouri
$306K +$5.91K +7 +2%
CBT
1415
Central Bank & Trust
Kentucky
$306K +$247K +293 +514%
AIM
1416
Avity Investment Management
Connecticut
$306K +$296K +350 New
WCG
1417
Weaver Consulting Group
California
$304K +$9.29K +11 +3%
FCA
1418
FLC Capital Advisors
California
$303K -$107K -127 -27%
IBOK
1419
Independence Bank of Kentucky
Kentucky
$303K -$62.5K -74 -18%
GBT
1420
Grove Bank & Trust
Florida
$303K +$292K +346 New
CAL
1421
Capital Advisors Ltd
Ohio
$298K +$190K +225 +194%
CCA
1422
Childress Capital Advisors
Texas
$297K +$34.6K +41 +14%
HFP
1423
Holistic Financial Partners
Indiana
$297K +$51.5K +61 +22%
NC
1424
NewSquare Capital
Pennsylvania
$294K +$144K +170 +102%
ACM
1425
Allred Capital Management
Texas
$290K -$28.7K -34 -9%
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