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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCP
1526
Blue Chip Partners
Michigan
$106K -$68.9K -95 -40%
BWM
1527
Baystate Wealth Management
Massachusetts
$106K +$53K +73 +107%
PMFA
1528
Plante Moran Financial Advisors
Michigan
$102K +$28.3K +39 +41%
HI
1529
Hoey Investments
Pennsylvania
$98K +$94.3K +130 New
GWSG
1530
GPS Wealth Strategies Group
Colorado
$95K +$91.4K +126 New
CFO
1531
CVA Family Office
Colorado
$94K +$90.7K +125 New
BWA
1532
BDO Wealth Advisors
Florida
$93K -$189K -261 -68%
DAM
1533
Delta Asset Management
Tennessee
$90K – – –
SCM
1534
Silvant Capital Management
Georgia
$90K – – –
CFA
1535
Carroll Financial Associates
North Carolina
$88K +$23.2K +32 +38%
UFF
1536
USA Financial Formulas
Michigan
$87K -$812K -1,119 -91%
CAL
1537
Capital Advisors Ltd
Ohio
$87K – – –
LWM
1538
Liberty Wealth Management
California
$81K – – –
TSW
1539
Thompson Siegel & Walmsley
Virginia
$81K +$3.63K +5 +5%
SWP
1540
ShoreHaven Wealth Partners
New Jersey
$78K +$21.8K +30 +41%
VRM
1541
Vectors Research Management
New York
$77K – – –
KFI
1542
Key Financial Inc
Pennsylvania
$77K +$5.08K +7 +7%
TWM
1543
Tradition Wealth Management
Minnesota
$76K +$2.18K +3 +3%
HR
1544
Howe & Rusling
New York
$75K -$1.45K -2 -2%
ETI
1545
Enterprise Trust & Investment
California
$75K – – –
PGAM
1546
Princeton Global Asset Management
New Jersey
$75K – – –
HWMA
1547
Heritage Wealth Management (Arizona)
Arizona
$72K +$68.9K +95 New
AFS
1548
Annapolis Financial Services
Maryland
$69K – – –
NL
1549
NVWM LLC
Pennsylvania
$69K – – –
AWM
1550
Atticus Wealth Management
Florida
$68K – – –
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