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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
JWA
1526
JFS Wealth Advisors
Pennsylvania
$258K – – –
LGG
1527
Luts & Greenleigh Group
Maryland
$257K – – –
IFWM
1528
Institute for Wealth Management
Colorado
$256K +$5.36K +8 +2%
LCGC
1529
Legacy Capital Group California
California
$256K +$6.03K +9 +2%
AP
1530
Arlington Partners
Alabama
$256K +$73.7K +110 +42%
CFS
1531
CRA Financial Services
New Jersey
$255K +$5.36K +8 +2%
KFP
1532
Keystone Financial Planning
Ohio
$255K +$10K +15 +4%
PG
1533
Patten Group
Tennessee
$254K – – –
APIM
1534
Agate Pass Investment Management
Washington
$254K +$246K +368 New
CFG
1535
Cooper Financial Group
California
$254K +$28.1K +42 +13%
CWM
1536
Cahaba Wealth Management
Georgia
$253K -$14.1K -21 -5%
MFG
1537
Menard Financial Group
Texas
$251K -$5.36K -8 -2%
VCM
1538
Versant Capital Management
Arizona
$250K -$113K -169 -32%
CPSAC
1539
Chas P. Smith & Associates (CPS)
Florida
$250K -$14.7K -22 -6%
CWM
1540
Cornerstone Wealth Management
Missouri
$249K +$18.1K +27 +8%
WP
1541
WealthSource Partners
California
$248K +$240K +359 New
RDWM
1542
Red Door Wealth Management
Tennessee
$248K +$240K +359 New
ST
1543
Sageworth Trust
Pennsylvania
$247K – – –
VP
1544
Verum Partners
North Carolina
$247K +$240K +358 New
FB
1545
First Bancorp
Maine
$247K – – –
FSC
1546
Full Sail Capital
Oklahoma
$246K – – –
CAMV
1547
Concord Asset Management (Virginia)
Virginia
$246K +$238K +356 New
GCAC
1548
Guardian Capital Advisors (Canada)
Ontario, Canada
$245K -$142K -212 -39%
HP
1549
Hyperion Partners
Pennsylvania
$244K – – –
SGA
1550
Seaport Global Advisors
Massachusetts
$244K – – –
60 61
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63 64