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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SQA
1501
Simon Quick Advisors
New Jersey
$255K +$233K +269 New
WP
1502
Westmount Partners
California
$254K +$6.06K +7 +3%
MA
1503
MONECO Advisors
Connecticut
$254K +$3.46K +4 +2%
RFA
1504
Register Financial Advisors
Georgia
$253K +$865 +1 +0.4%
4WM
1505
49 Wealth Management
Texas
$253K +$230K +266 New
MTC
1506
McDaniel Terry & Co
Texas
$252K – – –
HIP
1507
HUB Investment Partners
Texas
$252K +$229K +265 New
NRC
1508
New Republic Capital
North Carolina
$251K +$6.06K +7 +3%
AIM
1509
Alhambra Investment Management
Florida
$250K – – –
CCA
1510
Childress Capital Advisors
Texas
$250K +$228K +263 New
TWA
1511
Talisman Wealth Advisors
New Jersey
$248K -$6.06K -7 -3%
HIM
1512
Hanlon Investment Management
New Jersey
$248K +$226K +261 New
NC
1513
NBW Capital
Massachusetts
$248K +$226K +261 New
JWM
1514
JGP Wealth Management
Oregon
$247K -$356K -411 -61%
MHC
1515
Meyer Handelman Company
New York
$247K +$4.33K +5 +2%
OCM
1516
One Capital Management
California
$246K -$56.3K -65 -20%
PP
1517
Patten & Patten
Tennessee
$245K -$865 -1 -0.4%
RB
1518
Renasant Bank
Mississippi
$245K – – –
PCM
1519
Poehling Capital Management
Wisconsin
$242K -$13.8K -16 -6%
IWN
1520
Independent Wealth Network
Iowa
$241K -$4.33K -5 -2%
CFSG
1521
Clark Financial Services Group
Missouri
$241K +$220K +254 New
AWM
1522
Alterna Wealth Management
Texas
$241K +$220K +254 New
LSIA
1523
LaSalle St. Investment Advisors
Illinois
$241K +$220K +254 New
PWS
1524
Proactive Wealth Strategies
Georgia
$241K +$220K +254 New
CWM
1525
Connecticut Wealth Management
Connecticut
$239K +$218K +252 New
59 60
61
62 63