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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAL
1501
Capital Advisors Ltd
Ohio
$84K – – –
LWM
1502
Liberty Wealth Management
California
$81K +$22.5K +34 +43%
HGWM
1503
Harvest Group Wealth Management
Massachusetts
$79K – – –
KCM
1504
Kathmere Capital Management
Pennsylvania
$79K +$6.63K +10 +10%
ETI
1505
Enterprise Trust & Investment
California
$78K – – –
PFO
1506
Pathstone Family Office
New Jersey
$76K – – –
TSW
1507
Thompson Siegel & Walmsley
Virginia
$74K – – –
VRM
1508
Vectors Research Management
New York
$74K +$67.6K +102 New
HR
1509
Howe & Rusling
New York
$73K +$7.96K +12 +13%
AIC
1510
Archer Investment Corporation
Indiana
$72.2K – – –
PGAM
1511
Princeton Global Asset Management
New Jersey
$72K +$66.3K +100 New
TWM
1512
Tradition Wealth Management
Minnesota
$70K +$65K +98 New
PMFA
1513
Plante Moran Financial Advisors
Michigan
$69K -$19.2K -29 -23%
KFI
1514
Key Financial Inc
Pennsylvania
$69K +$63K +95 New
MAM
1515
Magellan Asset Management
Australia
$69K +$63K +95 New
AFS
1516
Annapolis Financial Services
Maryland
$66K +$60.3K +91 New
NL
1517
NVWM LLC
Pennsylvania
$66K +$60.3K +91 New
AWM
1518
Atticus Wealth Management
Florida
$65K – – –
VCM
1519
Vigilant Capital Management
Maine
$62K +$5.3K +8 +10%
SLF
1520
Sun Life Financial
Ontario, Canada
$61K -$663 -1 -1%
CFA
1521
Carroll Financial Associates
North Carolina
$61K +$14.6K +22 +35%
BWM
1522
Birchcreek Wealth Management
Ohio
$59K +$55K +83 New
ADIM
1523
Alpha DNA Investment Management
Maryland
$58K +$53.7K +81 New
TFIPS
1524
Towarzystwo Funduszy Inwestycyjnych PZU SA
$56.3K +$51.7K +78 New
DWMG
1525
DB Wealth Management Group
California
$54K +$49.7K +75 New
59 60
61
62 63