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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1576
Mengis Capital Management
Oregon
$419K – – –
PWA
1577
Phoenix Wealth Advisors
North Carolina
$419K +$8.82K +9 +2%
TCM
1578
Traynor Capital Management
Pennsylvania
$419K +$11.8K +12 +3%
SCP
1579
Sivia Capital Partners
California
$418K +$30.4K +31 +8%
MCCA
1580
Mill Creek Capital Advisors
Pennsylvania
$416K -$160K -163 -27%
OPA
1581
Old Port Advisors
Maine
$416K -$2.94K -3 -0.7%
MIM
1582
Moseley Investment Management
Florida
$416K +$980 +1 +0.2%
PPA
1583
Pacific Point Advisors
California
$416K – – –
WA
1584
Wambolt & Associates
Colorado
$415K -$58.8K -60 -12%
RFP
1585
Root Financial Partners
California
$414K -$70.6K -72 -14%
SB
1586
Strategic Blueprint
Georgia
$414K – – –
DLA
1587
Douglas Lane & Associates
New York
$413K +$35.3K +36 +9%
ICCON
1588
Investment Counsel Company of Nevada
Nevada
$411K +$425K +434 New
LC
1589
LCNB Corp
Ohio
$411K +$46.1K +47 +12%
A
1590
Argentarii
Ohio
$410K +$26.5K +27 +7%
GJWM
1591
Gilliland Jeter Wealth Management
Arkansas
$408K +$422K +431 New
NG
1592
Novem Group
New York
$408K -$99K -101 -19%
PWA
1593
Provenance Wealth Advisors
Florida
$407K +$421K +430 New
DAS
1594
Diversify Advisory Services
Utah
$406K -$146K -149 -25%
GCL
1595
Gouws Capital LLC
North Carolina
$406K +$420K +429 New
HWMG
1596
Hurlow Wealth Management Group
Indiana
$405K – – –
JSAM
1597
J. Safra Asset Management
New York
$403K +$175K +179 +72%
AA
1598
Acorns Advisers
California
$403K +$47K +48 +13%
GIM
1599
Groesbeck Investment Management
New Jersey
$402K -$101K -103 -20%
AAMC
1600
Asset Allocation & Management Company
Illinois
$402K +$417K +425 New
62 63
64
65 66