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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
KPCM
1501
Kings Point Capital Management
New York
$327K +$10K +11 +3%
WCG
1502
Weaver Consulting Group
California
$326K – – –
APG
1503
Abacus Planning Group
South Carolina
$326K +$37.4K +41 +13%
HCM
1504
Hollencrest Capital Management
California
$325K – – –
PCA
1505
Personal Capital Advisors
California
$325K +$45.6K +50 +15%
PAG
1506
Powers Advisory Group
Illinois
$325K +$324K +355 New
KFP
1507
Keystone Financial Planning
Ohio
$324K – – –
LCM
1508
LVM Capital Management
Michigan
$323K – – –
AWM
1509
Accurate Wealth Management
Florida
$322K +$16.4K +18 +5%
HI
1510
Harbour Investments
Wisconsin
$321K -$364K -399 -53%
MCM
1511
McRae Capital Management
New Jersey
$320K – – –
RB
1512
Renasant Bank
Mississippi
$320K +$23.7K +26 +8%
JSW
1513
Journey Strategic Wealth
New Jersey
$320K +$318K +349 New
GBT
1514
Grove Bank & Trust
Florida
$317K – – –
ER
1515
Enlightenment Research
Florida
$317K +$316K +346 New
PAG
1516
Private Advisory Group
Washington
$316K +$315K +345 New
MA
1517
Montag & Associates
Georgia
$311K – – –
GD
1518
Grandfield & Dodd
New York
$310K – – –
EWM
1519
Evermay Wealth Management
Virginia
$309K +$4.56K +5 +2%
CWM
1520
Circle Wealth Management
New Jersey
$303K -$235K -257 -44%
CCM
1521
Cohen Capital Management
California
$302K – – –
WF
1522
WoodTrust Financial
Wisconsin
$301K -$117K -128 -28%
HTHT
1523
Hemenway Trust Hemenway Trust
New Hampshire
$297K -$4.56K -5 -2%
WKSWA
1524
White Knight Strategic Wealth Advisors
New Jersey
$297K +$296K +324 New
LIG
1525
Lokken Investment Group
Delaware
$296K – – –
59 60
61
62 63