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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FPAS
1576
Focus Partners Advisor Solutions
Missouri
$257K +$256K +280 New
MFP
1577
Meridian Financial Partners
Virginia
$256K +$283K +310 New
DWA
1578
Dougherty Wealth Advisers
Minnesota
$255K
AWM
1579
Atticus Wealth Management
Florida
$255K +$172K +189 +210%
DHFB
1580
Dixon Hubard Feinour & Brown
Virginia
$255K +$254K +278 New
MIP
1581
Marietta Investment Partners
Wisconsin
$255K +$254K +278 New
WA
1582
WBH Advisory
Maryland
$253K +$913 +1 +0.4%
CCM
1583
Crew Capital Management
Ohio
$252K
CPR
1584
CSU Producer Resources
Ohio
$252K
TAM
1585
Tocqueville Asset Management
New York
$252K +$23.7K +26 +10%
CIP
1586
Convergence Investment Partners
Florida
$250K -$13.7K -15 -5%
ACM
1587
Allred Capital Management
Texas
$250K -$1.82K -2 -0.7%
ST
1588
Smithfield Trust
Pennsylvania
$250K
CWM
1589
Curi Wealth Management
North Carolina
$250K +$249K +273 New
OWA
1590
Opal Wealth Advisors
New York
$250K +$249K +273 New
CA
1591
Calton & Associates
Florida
$249K -$63K -69 -20%
SHWM
1592
Silicon Hills Wealth Management
Texas
$247K
VBCG
1593
Valley Brook Capital Group
Pennsylvania
$247K
FHB
1594
First Hawaiian Bank
Hawaii
$246K +$3.65K +4 +2%
NFSG
1595
Newbridge Financial Services Group
Florida
$246K +$33.8K +37 +16%
BI
1596
Blooom Inc
Kansas
$245K
FA
1597
Fiducient Advisors
Illinois
$244K +$243K +266 New
IFG
1598
Investors Financial Group
Minnesota
$243K -$1.82K -2 -0.7%
AL
1599
Aspiriant LLC
California
$242K +$241K +264 New
VWM
1600
Vigilare Wealth Management
Arizona
$241K