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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1401
Calamos Wealth Management
Illinois
$423K -$28.3K -31 -6%
LGA
1402
Lebenthal Global Advisors
New York
$423K +$423K +463 New
AF
1403
Alerus Financial
North Dakota
$422K -$1.77M -1,936 -81%
IIA
1404
Integral Investment Advisors
California
$421K +$420K +460 New
MCWS
1405
McKinley Carter Wealth Services
West Virginia
$420K – – –
IP
1406
Investment Partners
Ohio
$420K +$99.5K +109 +31%
SDAM
1407
Shulman DeMeo Asset Management
New York
$420K +$419K +459 New
AP
1408
Arlington Partners
Alabama
$419K +$68.4K +75 +20%
MCM
1409
Mill Capital Management
North Carolina
$419K +$418K +458 New
KP
1410
Keel Point
Alabama
$417K +$2.74K +3 +0.7%
MM
1411
MQS Management
New York
$417K +$415K +455 New
CCA
1412
Childress Capital Advisors
Texas
$415K +$68.4K +75 +20%
4WM
1413
44 Wealth Management
Oregon
$414K -$7.3K -8 -2%
RPWA
1414
Regent Peak Wealth Advisors
Georgia
$414K +$11K +12 +3%
SAM
1415
Secure Asset Management
Michigan
$412K -$52K -57 -11%
TSWM
1416
Triangle Securities Wealth Management
North Carolina
$412K +$27.4K +30 +7%
CWM
1417
Cornerstone Wealth Management
Missouri
$411K +$84.9K +93 +26%
PFGIA
1418
Patriot Financial Group Insurance Agency
Massachusetts
$410K -$10K -11 -2%
ETIA
1419
Epic Trust Investment Advisors
Washington
$410K +$409K +448 New
CBT
1420
Central Bank & Trust
Kentucky
$409K +$23.7K +26 +6%
ECM
1421
EagleClaw Capital Management
Massachusetts
$407K – – –
PIM
1422
Perpetual Investment Management
Australia
$407K – – –
RGF
1423
Retirement Guys Formula
Ohio
$407K +$405K +444 New
EFA
1424
Evernest Financial Advisors
Indiana
$406K +$464K +509 New
PCS
1425
Personal CFO Solutions
New Jersey
$404K +$52.9K +58 +15%
55 56
57
58 59