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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
1476
Secure Asset Management
Michigan
$211K +$203K +280 New
DWA
1477
Dougherty Wealth Advisers
Minnesota
$210K – – –
HFP
1478
Holistic Financial Partners
Indiana
$210K +$202K +279 New
MSFS
1479
Main Street Financial Solutions
Pennsylvania
$207K -$58K -80 -23%
CPR
1480
CSU Producer Resources
Ohio
$207K – – –
Smithfield Trust
1481
Smithfield Trust
Pennsylvania
$207K – – –
SMC
1482
Smith, Moore & Co
Missouri
$207K +$199K +274 New
CCM
1483
Crew Capital Management
Ohio
$207K +$199K +275 New
MA
1484
MBA Advisors
Pennsylvania
$206K +$198K +273 New
TCM
1485
Tufton Capital Management
Maryland
$205K -$36.3K -50 -16%
HCM
1486
Hilton Capital Management
New York
$204K +$196K +270 New
SFG
1487
SevenBridge Financial Group
Pennsylvania
$204K +$196K +270 New
SHWM
1488
Silicon Hills Wealth Management
Texas
$204K +$196K +270 New
Mather Group
1489
Mather Group
Illinois
$202K +$195K +269 New
Ontario Teachers' Pension Plan Board
1490
Ontario Teachers' Pension Plan Board
Ontario, Canada
$201K +$194K +267 New
BI
1491
Blooom Inc
Kansas
$200K +$194K +267 New
MHR
1492
Matthew Hamilton Rosenberg
$194K – – –
FFC
1493
First Financial Corp
Indiana
$192K – – –
VBCG
1494
Valley Brook Capital Group
Pennsylvania
$191K +$2.9K +4 +2%
AIM
1495
Arcadia Investment Management
Michigan
$188K – – –
KPCM
1496
Kings Point Capital Management
New York
$188K +$3.63K +5 +2%
RCG
1497
Rock Creek Group
District of Columbia
$187K -$72.5K -100 -29%
EWM
1498
Endurance Wealth Management
Rhode Island
$182K +$50.1K +69 +40%
DOA
1499
D'Orazio & Associates
Virginia
$181K – – –
BWP
1500
Baldwin Wealth Partners
Massachusetts
$177K – – –