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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SFG
1601
Sovereign Financial Group
Connecticut
$330K -$4.06K -4 -1%
CFO
1602
CVA Family Office
Colorado
$329K +$39.6K +39 +14%
CIA
1603
Cape Investment Advisory
Georgia
$329K +$326K +321 New
NW
1604
Naviter Wealth
Arkansas
$327K +$324K +319 New
KTC
1605
Kentucky Trust Company
Kentucky
$326K +$323K +318 New
WT
1606
Washington Trust
Rhode Island
$326K -$26.1M -25,758 -99%
CFGW
1607
Chancellor Financial Group WB
Pennsylvania
$325K +$322K +317 New
CWM
1608
Cahaba Wealth Management
Georgia
$323K +$320K +315 New
WA
1609
Wealth Architects
California
$322K +$319K +314 New
MME
1610
Meag Munich Ergo
Germany
$322K – – –
PWA
1611
Physician Wealth Advisors
Utah
$321K -$16.2K -16 -5%
FDDB
1612
Fidelity D&D Bancorp
Pennsylvania
$321K +$36.5K +36 +13%
QFPS
1613
Quantum Financial Planning Services
Washington
$320K +$317K +312 New
TAM
1614
Titleist Asset Management
Texas
$319K +$317K +312 New
FCA
1615
FLC Capital Advisors
California
$319K – – –
FCIM
1616
Fairview Capital Investment Management
California
$319K +$316K +311 New
CAWM
1617
Capital Advisors Wealth Management
Washington
$318K +$315K +310 New
RCM
1618
RB Capital Management
Nevada
$316K +$313K +308 New
MHR
1619
Matthew Hamilton Rosenberg
$316K -$3.04K -3 -1%
DTC
1620
Davidson Trust Company
Washington
$316K – – –
MWM
1621
Manske Wealth Management
Texas
$316K +$313K +308 New
KFC
1622
Klingenstein Fields & Co
New York
$315K +$3.04K +3 +1%
FFG
1623
Fortress Financial Group
Minnesota
$314K +$312K +307 New
ST
1624
Smithfield Trust
Pennsylvania
$313K +$23.3K +23 +8%
PG
1625
Patten Group
Tennessee
$309K -$13.2K -13 -4%
63 64
65
66 67