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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KP
1401
Keel Point
Alabama
$261K – – –
AGP
1402
Autumn Glory Partners
Texas
$261K +$72K +110 +30%
AIP
1403
Almanack Investment Partners
Pennsylvania
$260K -$309K -472 -50%
FMWA
1404
Forvis Mazars Wealth Advisors
Missouri
$258K -$46.5K -71 -13%
BDF
1405
Balasa Dinverno & Foltz
$255K -$655 -1 -0.2%
KIG
1406
Kowal Investment Group
Wisconsin
$255K +$38K +58 +14%
TAM
1407
Trillium Asset Management
Massachusetts
$255K +$304K +464 New
WB
1408
WesBanco Bank
West Virginia
$254K -$11.9M -18,104 -98%
MWPCG
1409
Measured Wealth Private Client Group
New Hampshire
$254K – – –
LFA
1410
Legacy Financial Advisors
Kentucky
$254K +$23.6K +36 +8%
PCOC
1411
Power Corp of Canada
Canada
$252K +$300K +458 New
TWP
1412
Tempus Wealth Planning
California
$251K +$298K +456 New
RPWA
1413
Regent Peak Wealth Advisors
Georgia
$250K -$22.9K -35 -7%
AHB
1414
Abner Herrman & Brock
New Jersey
$250K – – –
BWAM
1415
Boyd Watterson Asset Management
Ohio
$249K – – –
IIC
1416
Ironwood Investment Counsel
Arizona
$248K +$28.1K +43 +11%
4WM
1417
44 Wealth Management
Oregon
$246K +$1.31K +2 +0.4%
IWA
1418
Intercontinental Wealth Advisors
Texas
$246K +$1.96K +3 +0.7%
PWA
1419
Phoenix Wealth Advisors
North Carolina
$245K -$1.31K -2 -0.4%
ECM
1420
EagleClaw Capital Management
Massachusetts
$245K – – –
MHS
1421
M Holdings Securities
Oregon
$244K -$226K -345 -44%
LC
1422
LCNB Corp
Ohio
$243K -$274K -418 -49%
SB
1423
Strategic Blueprint
Georgia
$243K +$19.6K +30 +7%
ZIG
1424
Zullo Investment Group
Pennsylvania
$242K -$7.86K -12 -3%
MIM
1425
Moseley Investment Management
Florida
$242K +$655 +1 +0.2%
55 56
57
58 59