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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
EM
1451
Excalibur Management
Massachusetts
$457K +$453K +446 New
MA
1452
MJP Associates
Connecticut
$456K +$452K +445 New
CCFM
1453
Clear Creek Financial Management
Washington
$455K +$135K +133 +43%
OPA
1454
Old Port Advisors
Maine
$454K +$15.2K +15 +4%
MCM
1455
Mengis Capital Management
Oregon
$454K +$38.6K +38 +9%
SA
1456
Sage Advisors
Colorado
$454K +$2.03K +2 +0.5%
CI
1457
CX Institutional
Indiana
$453K +$17.3K +17 +4%
AA
1458
AJ Advisors
Tennessee
$452K +$67K +66 +18%
SR
1459
Syntax Research
Florida
$451K -$34.5K -34 -7%
ECM
1460
EagleClaw Capital Management
Massachusetts
$451K – – –
MIM
1461
Moseley Investment Management
Florida
$449K -$20.3K -20 -4%
KWAG
1462
Kiely Wealth Advisory Group
North Carolina
$449K – – –
FMP
1463
Financial Management Professionals
Texas
$449K +$45.7K +45 +11%
SB
1464
Strategic Blueprint
Georgia
$449K +$27.4K +27 +7%
HB
1465
HTLF Bank
Colorado
$446K -$6.82M -6,721 -94%
PPA
1466
Pacific Point Advisors
California
$446K +$446K +439 New
PWA
1467
Phoenix Wealth Advisors
North Carolina
$445K -$8.12K -8 -2%
TWM
1468
Topsail Wealth Management
North Carolina
$445K +$440K +434 New
LA
1469
Lane & Associates
New Jersey
$443K -$78.1K -77 -16%
G
1470
GenTrust
Florida
$443K +$2.03K +2 +0.5%
TCM
1471
Traynor Capital Management
Pennsylvania
$441K +$112K +110 +34%
JHCP
1472
Jackson Hole Capital Partners
Oklahoma
$440K +$435K +429 New
HWMG
1473
Hurlow Wealth Management Group
Indiana
$439K +$434K +428 New
MW
1474
MBL Wealth
North Carolina
$438K +$433K +427 New
PTP
1475
Platform Technology Partners
New York
$437K – – –
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60 61