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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PIA
1401
Powell Investment Advisors
Florida
$287K +$307K +471 New
BDF
1402
Balasa Dinverno & Foltz
$283K +$20.8K +32 +7%
PAM
1403
Peak Asset Management
Colorado
$281K – – –
MWPCG
1404
Measured Wealth Private Client Group
New Hampshire
$281K +$24.7K +38 +9%
EI
1405
Ellevest Inc
New York
$281K +$60.6K +93 +25%
VCM
1406
Virtue Capital Management
Tennessee
$280K -$397K -610 -57%
CRI
1407
Colonial River Investments
Virginia
$280K +$300K +460 New
ETIA
1408
Epic Trust Investment Advisors
Washington
$279K +$22.8K +35 +8%
AHB
1409
Abner Herrman & Brock
New Jersey
$277K +$296K +454 New
SG
1410
Stonnington Group
California
$276K +$288K +442 New
SL
1411
Summitry LLC
California
$275K -$27.3K -42 -9%
BWAM
1412
Boyd Watterson Asset Management
Ohio
$275K -$25.4K -39 -8%
ZIG
1413
Zullo Investment Group
Pennsylvania
$275K +$11.1K +17 +4%
MCWS
1414
McKinley Carter Wealth Services
West Virginia
$275K +$15.6K +24 +6%
WP
1415
WealthSource Partners
California
$273K -$872K -1,339 -75%
CWM
1416
Congress Wealth Management
Massachusetts
$273K -$71.6K -110 -20%
IP
1417
Investment Partners
Ohio
$272K +$651 +1 +0.2%
PWA
1418
Phoenix Wealth Advisors
North Carolina
$272K +$26.7K +41 +10%
4WM
1419
44 Wealth Management
Oregon
$271K -$139K -213 -32%
ECM
1420
EagleClaw Capital Management
Massachusetts
$271K – – –
IWA
1421
Intercontinental Wealth Advisors
Texas
$270K +$2.6K +4 +0.9%
ACM
1422
AlphaStar Capital Management
North Carolina
$267K -$95.1K -146 -25%
MIM
1423
Moseley Investment Management
Florida
$267K +$3.91K +6 +1%
KWM
1424
Keebeck Wealth Management
Illinois
$266K -$485K -745 -63%
OCM
1425
Objective Capital Management
Ohio
$263K +$10.4K +16 +4%
55 56
57
58 59