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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BSSFA
1476
Baron Silver Stevens Financial Advisors
Florida
$255K +$247K +292 New
DWM
1477
Doyle Wealth Management
Florida
$254K +$845 +1 +0.3%
RCG
1478
Rock Creek Group
District of Columbia
$254K +$35.5K +42 +17%
PCA
1479
Personal Capital Advisors
California
$253K -$1.69K -2 -0.7%
SFWA
1480
Summit Financial Wealth Advisors
Louisiana
$252K +$243K +288 New
PWM
1481
Prentice Wealth Management
New York
$250K -$22.8K -27 -9%
CWM
1482
Cornerstone Wealth Management
Missouri
$249K +$845 +1 +0.4%
JHCP
1483
Jackson Hole Capital Partners
Oklahoma
$245K – – –
DWA
1484
Dougherty Wealth Advisers
Minnesota
$244K – – –
MG
1485
Mather Group
Illinois
$244K +$8.45K +10 +4%
VBCG
1486
Valley Brook Capital Group
Pennsylvania
$244K +$22K +26 +10%
OPA
1487
Old Port Advisors
Maine
$244K +$234K +277 New
HH
1488
Hilltop Holdings
Texas
$243K -$8.45K -10 -3%
AL
1489
Aspiriant LLC
California
$243K +$234K +277 New
CCM
1490
Crew Capital Management
Ohio
$241K – – –
CPR
1491
CSU Producer Resources
Ohio
$241K – – –
SMC
1492
Smith, Moore & Co
Missouri
$241K +$1.69K +2 +0.7%
WA
1493
WBH Advisory
Maryland
$240K -$448K -530 -66%
ST
1494
Smithfield Trust
Pennsylvania
$240K – – –
BOS
1495
Bingham Osborn & Scarborough
California
$240K +$231K +274 New
IFG
1496
Independent Financial Group
California
$240K +$231K +274 New
MFG
1497
Magnus Financial Group
New York
$239K -$20.3K -24 -8%
TNB
1498
Thomasville National Bank
Georgia
$239K +$231K +273 New
KFGK
1499
Keystone Financial Group (Kentucky)
Kentucky
$238K -$18.6K -22 -7%
HCM
1500
Hilton Capital Management
New York
$236K – – –