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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FHB
1601
First Hawaiian Bank
Hawaii
$246K +$3.65K +4 +2%
NFSG
1602
Newbridge Financial Services Group
Florida
$246K +$33.8K +37 +16%
BI
1603
Blooom Inc
Kansas
$245K – – –
FA
1604
Fiducient Advisors
Illinois
$244K +$243K +266 New
IFG
1605
Investors Financial Group
Minnesota
$243K -$1.82K -2 -0.7%
Aspiriant LLC
1606
Aspiriant LLC
California
$242K +$241K +264 New
VWM
1607
Vigilare Wealth Management
Arizona
$241K – – –
CAWM
1608
Capital Advisors Wealth Management
Washington
$241K +$7.3K +8 +3%
AIM
1609
Avity Investment Management
Connecticut
$241K +$11.9K +13 +5%
TCM
1610
Telos Capital Management
California
$240K -$913 -1 -0.4%
Foundations Investment Advisors
1611
Foundations Investment Advisors
Arizona
$240K +$247K +271 New
WPP
1612
Whalerock Point Partners
Rhode Island
$240K – – –
FCIM
1613
Fairview Capital Investment Management
California
$239K -$8.21K -9 -3%
CHP
1614
Cable Hill Partners
Oregon
$239K -$1.82K -2 -0.8%
NEAM
1615
New England Asset Management
Connecticut
$239K – – –
TCM
1616
Tufton Capital Management
Maryland
$239K – – –
NFG
1617
Nations Financial Group
Iowa
$239K +$237K +260 New
SAA
1618
Southeast Asset Advisors
Georgia
$238K +$16.4K +18 +7%
AIM
1619
Arcadia Investment Management
Michigan
$237K – – –
DW
1620
Domani Wealth
Pennsylvania
$236K – – –
LRIA
1621
Leonard Rickey Investment Advisors
Washington
$235K – – –
CPA
1622
Cardiff Park Advisors
California
$235K +$235K +257 New
CWM
1623
Centric Wealth Management
Illinois
$234K +$1.82K +2 +0.8%
HCM
1624
Howland Capital Management
Massachusetts
$234K +$1.82K +2 +0.8%
WPW
1625
Warther Private Wealth
Ohio
$233K -$4.56K -5 -2%