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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1451
AXS Investments
New York
$225K +$217K +299 New
FRM
1452
Fox Run Management
Connecticut
$224K +$215K +297 New
WP
1453
WealthSource Partners
California
$223K +$2.18K +3 +1%
W
1454
Wealthquest
Ohio
$222K – – –
KFGK
1455
Keystone Financial Group (Kentucky)
Kentucky
$222K +$11.6K +16 +6%
PCA
1456
Personal Capital Advisors
California
$219K -$35.5K -49 -14%
DWM
1457
Doyle Wealth Management
Florida
$218K -$4.35K -6 -2%
CWM
1458
Centric Wealth Management
Illinois
$218K +$725 +1 +0.3%
TCM
1459
Telos Capital Management
California
$217K -$725 -1 -0.3%
TAM
1460
Trillium Asset Management
Massachusetts
$217K – – –
LFA
1461
Legacy Financial Advisors
Kentucky
$217K +$209K +288 New
TFS
1462
TrustCore Financial Services
Tennessee
$216K +$43.5K +60 +26%
HH
1463
Hilltop Holdings
Texas
$216K +$208K +287 New
PFC
1464
Phocas Financial Corp
California
$215K +$207K +285 New
PFGIA
1465
Patriot Financial Group Insurance Agency
Massachusetts
$213K -$7.25K -10 -3%
CWM
1466
Cornerstone Wealth Management
Missouri
$213K +$205K +283 New
LOAME
1467
Lombard Odier Asset Management (Europe)
United Kingdom
$213K +$205K +283 New
JHCP
1468
Jackson Hole Capital Partners
Oklahoma
$211K – – –
SAM
1469
Secure Asset Management
Michigan
$211K +$203K +280 New
DWA
1470
Dougherty Wealth Advisers
Minnesota
$210K – – –
HFP
1471
Holistic Financial Partners
Indiana
$210K +$202K +279 New
MSFS
1472
Main Street Financial Solutions
Pennsylvania
$207K -$58K -80 -23%
CPR
1473
CSU Producer Resources
Ohio
$207K – – –
ST
1474
Smithfield Trust
Pennsylvania
$207K – – –
SMC
1475
Smith, Moore & Co
Missouri
$207K +$199K +274 New
57 58
59
60 61