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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FOA
1601
Five Oceans Advisors
California
$215K – – –
BCM
1602
Brainard Capital Management
Texas
$215K +$2.11K +3 +0.9%
PCM
1603
Prelude Capital Management
New York
$214K +$225K +320 New
MFG
1604
Magnus Financial Group
New York
$213K +$225K +319 New
XF
1605
XML Financial
Maryland
$213K +$704 +1 +0.3%
APG
1606
Abacus Planning Group
South Carolina
$212K – – –
FHB
1607
First Hawaiian Bank
Hawaii
$211K -$6.34K -9 -3%
POIA
1608
Pin Oak Investment Advisors
Texas
$211K -$14.1K -20 -6%
CIA
1609
Compass Ion Advisors
Pennsylvania
$211K +$1.41K +2 +0.6%
EWM
1610
Elite Wealth Management
Washington
$210K +$704 +1 +0.3%
W
1611
Wealthquest
Ohio
$209K – – –
RBCM
1612
Raub Brock Capital Management
California
$208K – – –
FCIM
1613
Fairview Capital Investment Management
California
$208K +$219K +311 New
SIC
1614
Sterling Investment Counsel
New York
$207K +$218K +310 New
AC
1615
Avestar Capital
New York
$207K -$45.1K -64 -17%
PA
1616
Perennial Advisors
New York
$207K +$218K +309 New
ANBT
1617
American National Bank & Trust
Texas
$206K +$93K +132 +75%
SWP
1618
Strategic Wealth Partners
Ohio
$205K +$2.11K +3 +1%
CWC
1619
Carolinas Wealth Consulting
North Carolina
$204K +$46.5K +66 +28%
CAWM
1620
Capital Advisors Wealth Management
Washington
$204K -$13.4K -19 -6%
CWM
1621
Centric Wealth Management
Illinois
$201K – – –
HPWA
1622
Hall Private Wealth Advisors
North Carolina
$201K -$247K -351 -54%
FSA
1623
Fort Sheridan Advisors
Illinois
$201K – – –
SPIO
1624
Seven Post Investment Office
California
$201K – – –
TAM
1625
Taurus Asset Management
New York
$201K – – –
63 64
65
66 67