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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AO
1401
Advisor OS
Illinois
$338K +$26.8K +31 +10%
IP
1402
Investment Partners
Ohio
$336K – – –
VAF
1403
Values Added Financial
District of Columbia
$335K +$5.19K +6 +2%
GCP
1404
GSA Capital Partners
United Kingdom
$334K +$305K +352 New
SAI
1405
Savvy Advisors Inc
New York
$333K +$38.1K +44 +14%
ALAM
1406
Asahi Life Asset Management
Japan
$332K +$303K +350 New
SFC
1407
SYM Financial Corp
Indiana
$332K +$37.2K +43 +14%
PWA
1408
Physician Wealth Advisors
Utah
$331K -$19K -22 -6%
BIP
1409
Blueprint Investment Partners
North Carolina
$329K -$274K -317 -48%
BWP
1410
Barlow Wealth Partners
Kentucky
$328K – – –
LEA
1411
Legacy Edge Advisors
New York
$326K – – –
AA
1412
Acorns Advisers
California
$324K +$25.1K +29 +9%
PBK
1413
Peoples Bank (Kansas)
Kansas
$324K – – –
APG
1414
Abacus Planning Group
South Carolina
$323K +$13.8K +16 +5%
CFS
1415
CRA Financial Services
New Jersey
$322K -$9.52K -11 -3%
GD
1416
Grandfield & Dodd
New York
$321K – – –
MWPCG
1417
Measured Wealth Private Client Group
New Hampshire
$321K -$49.3K -57 -14%
PCH
1418
PGIM Custom Harvest
New Jersey
$321K +$71.8K +83 +33%
GCAC
1419
Guardian Capital Advisors (Canada)
Ontario, Canada
$320K -$407K -470 -58%
WP
1420
WMS Partners
Maryland
$318K -$39.8K -46 -12%
T
1421
TOBAM
France
$318K -$23.4K -27 -7%
PAG
1422
Private Advisory Group
Washington
$317K -$10.4K -12 -3%
CW
1423
Code Waechter
Florida
$316K +$288K +333 New
LGG
1424
Luts & Greenleigh Group
Maryland
$314K +$6.92K +8 +2%
D
1425
Diversified
Delaware
$314K +$6.06K +7 +2%
55 56
57
58 59