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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SHWM
1501
Silicon Hills Wealth Management
Texas
$236K – – –
HTHT
1502
Hemenway Trust Hemenway Trust
New Hampshire
$235K +$227K +269 New
IFG
1503
Investors Financial Group
Minnesota
$234K -$26.2K -31 -10%
BFA
1504
Brendel Financial Advisors
New Hampshire
$234K +$226K +268 New
BI
1505
Blooom Inc
Kansas
$233K – – –
CBFP
1506
Cedar Brook Financial Partners
Ohio
$233K +$225K +266 New
AFP
1507
Ausdal Financial Partners
Iowa
$232K -$70.1K -83 -24%
WP
1508
WealthSource Partners
California
$232K -$25.3K -30 -10%
TCM
1509
Telos Capital Management
California
$231K -$20.3K -24 -8%
FHB
1510
First Hawaiian Bank
Hawaii
$230K -$326K -386 -59%
MA
1511
MBA Advisors
Pennsylvania
$230K -$8.45K -10 -4%
CP
1512
Castleview Partners
Texas
$230K +$222K +263 New
WPP
1513
Whalerock Point Partners
Rhode Island
$229K +$221K +262 New
LRIA
1514
Leonard Rickey Investment Advisors
Washington
$229K -$78.5K -93 -26%
TCM
1515
Tufton Capital Management
Maryland
$229K -$8.45K -10 -4%
WPW
1516
Warther Private Wealth
Ohio
$229K +$220K +261 New
FCIM
1517
Fairview Capital Investment Management
California
$229K +$221K +262 New
JF
1518
Jump Financial
Illinois
$228K -$260K -308 -54%
CAWM
1519
Capital Advisors Wealth Management
Washington
$228K +$220K +260 New
AIM
1520
Arcadia Investment Management
Michigan
$227K +$7.6K +9 +4%
CHP
1521
Cable Hill Partners
Oregon
$227K +$219K +259 New
DW
1522
Domani Wealth
Pennsylvania
$226K +$218K +258 New
DA
1523
Detalus Advisors
Missouri
$226K +$219K +259 New
MHR
1524
Matthew Hamilton Rosenberg
$225K – – –
BFM
1525
Boothbay Fund Management
New York
$225K +$217K +257 New
59 60
61
62 63