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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IP
1601
Investment Partners
Ohio
$402K +$54.9K +56 +15%
TNA
1602
True North Advisors
Texas
$401K +$416K +424 New
MCWS
1603
McKinley Carter Wealth Services
West Virginia
$400K +$23.5K +24 +6%
SWM
1604
Segment Wealth Management
Texas
$398K +$413K +421 New
TF
1605
Tudor Financial
Ohio
$398K – – –
MAWA
1606
Moss Adams Wealth Advisors
Washington
$398K +$77.4K +79 +23%
UAG
1607
United Advisor Group
Ohio
$397K -$222K -227 -35%
CA
1608
Cornerstone Advisory
Maryland
$396K +$47K +48 +12%
GCA
1609
Gradient Capital Advisors
California
$394K -$8.82K -9 -2%
MFG
1610
Magnus Financial Group
New York
$392K +$22.5K +23 +6%
KW
1611
Keyvantage Wealth
Pennsylvania
$390K -$53.9K -55 -12%
RK
1612
Rather & Kittrell
Tennessee
$389K +$1.96K +2 +0.5%
RFA
1613
Resurgent Financial Advisors
Georgia
$389K +$403K +411 New
DA
1614
Detalus Advisors
Missouri
$387K +$10.8K +11 +3%
HCA
1615
Heck Capital Advisors
Wisconsin
$386K -$483K -493 -55%
VP
1616
Verum Partners
North Carolina
$385K -$10.8K -11 -3%
PWMG
1617
Prestige Wealth Management Group
New Jersey
$384K +$6.86K +7 +2%
CA
1618
Cambridge Advisors
Nebraska
$384K – – –
WKWM
1619
Walter & Keenan Wealth Management
Indiana
$384K +$33.3K +34 +9%
PFS
1620
Prospect Financial Services
New York
$383K -$82.3K -84 -17%
BI
1621
Bradyco Inc
Massachusetts
$382K – – –
AL
1622
Aspiriant LLC
California
$382K +$8.82K +9 +2%
PSP
1623
Principal Street Partners
Tennessee
$381K -$14.7K -15 -4%
AIA
1624
AssuredPartners Investment Advisors
Florida
$381K +$1.96K +2 +0.5%
WGC
1625
Watts Gwilliam & Co
Arizona
$380K +$50K +51 +15%
63 64
65
66 67