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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SDJVC
1601
St. Denis J. Villere & Co
Louisiana
$264K -$11.7K -15 -4%
BRIA
1602
Balanced Rock Investment Advisors
Massachusetts
$262K -$25.7K -33 -9%
MHS
1603
M Holdings Securities
Oregon
$262K +$260K +333 New
GWMR
1604
GC Wealth Management RIA
Massachusetts
$261K -$3.12K -4 -1%
SCM
1605
Stevens Capital Management
Pennsylvania
$261K -$2.37M -3,043 -90%
PBO
1606
Peoples Bank (Ohio)
Ohio
$261K +$11.7K +15 +5%
AWAP
1607
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$259K – – –
FM
1608
Foster & Motley
Ohio
$257K – – –
PCMF
1609
Private Capital Management (Florida)
Florida
$256K – – –
AO
1610
Advisor OS
Illinois
$256K +$43.7K +56 +21%
APG
1611
Abacus Planning Group
South Carolina
$255K +$5.46K +7 +2%
OCM
1612
One Capital Management
California
$255K +$60.9K +78 +32%
D
1613
Diversified
Delaware
$255K +$44.5K +57 +21%
FSA
1614
Fort Sheridan Advisors
Illinois
$254K – – –
LGG
1615
Luts & Greenleigh Group
Maryland
$254K +$252K +323 New
EW
1616
Element Wealth
Mississippi
$254K -$16.4K -21 -6%
WCG
1617
Weaver Consulting Group
California
$254K -$2.34K -3 -0.9%
NC
1618
Napatree Capital
Rhode Island
$254K +$33.5K +43 +15%
SGCA
1619
Steel Grove Capital Advisors
Tennessee
$253K -$34.3K -44 -12%
CIA
1620
Cape Investment Advisory
Georgia
$253K -$16.4K -21 -6%
MFG
1621
Magnus Financial Group
New York
$253K – – –
DPIM
1622
Duff & Phelps Investment Management
Illinois
$252K -$1.01M -1,292 -80%
PG
1623
Patten Group
Tennessee
$250K -$33.5K -43 -12%
GJWM
1624
Gilliland Jeter Wealth Management
Arkansas
$250K +$55.4K +71 +29%
CWM
1625
Cahaba Wealth Management
Georgia
$250K -$5.46K -7 -2%
63 64
65
66 67