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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1476
Cornerstone Wealth Management
Missouri
$249K +$845 +1 +0.4%
JHCP
1477
Jackson Hole Capital Partners
Oklahoma
$245K – – –
DWA
1478
Dougherty Wealth Advisers
Minnesota
$244K – – –
MG
1479
Mather Group
Illinois
$244K +$8.45K +10 +4%
VBCG
1480
Valley Brook Capital Group
Pennsylvania
$244K +$22K +26 +10%
OPA
1481
Old Port Advisors
Maine
$244K +$234K +277 New
HH
1482
Hilltop Holdings
Texas
$243K -$8.45K -10 -3%
AL
1483
Aspiriant LLC
California
$243K +$234K +277 New
CCM
1484
Crew Capital Management
Ohio
$241K – – –
CPR
1485
CSU Producer Resources
Ohio
$241K – – –
SMC
1486
Smith, Moore & Co
Missouri
$241K +$1.69K +2 +0.7%
WA
1487
WBH Advisory
Maryland
$240K -$448K -530 -66%
ST
1488
Smithfield Trust
Pennsylvania
$240K – – –
BOS
1489
Bingham Osborn & Scarborough
California
$240K +$231K +274 New
IFG
1490
Independent Financial Group
California
$240K +$231K +274 New
MFG
1491
Magnus Financial Group
New York
$239K -$20.3K -24 -8%
TNB
1492
Thomasville National Bank
Georgia
$239K +$231K +273 New
KFGK
1493
Keystone Financial Group (Kentucky)
Kentucky
$238K -$18.6K -22 -7%
HCM
1494
Hilton Capital Management
New York
$236K – – –
SHWM
1495
Silicon Hills Wealth Management
Texas
$236K – – –
HTHT
1496
Hemenway Trust Hemenway Trust
New Hampshire
$235K +$227K +269 New
IFG
1497
Investors Financial Group
Minnesota
$234K -$26.2K -31 -10%
BFA
1498
Brendel Financial Advisors
New Hampshire
$234K +$226K +268 New
BI
1499
Blooom Inc
Kansas
$233K – – –
CBFP
1500
Cedar Brook Financial Partners
Ohio
$233K +$225K +266 New
58 59
60
61 62