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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HWMG
1601
Hurlow Wealth Management Group
Indiana
$419K -$27.4K -29 -7%
BST
1602
Bath Savings Trust
Maine
$419K +$1.89K +2 +0.5%
DBRC
1603
D.B. Root & Company
Pennsylvania
$419K +$68.1K +72 +22%
ECM
1604
EagleClaw Capital Management
Massachusetts
$418K -$1.89K -2 -0.5%
TWM
1605
Tradition Wealth Management
Minnesota
$417K +$10.4K +11 +3%
SWA
1606
Sax Wealth Advisors
New Jersey
$416K +$375K +397 New
CH
1607
Cromwell Holdings
Wyoming
$416K – – –
PAM
1608
Peak Asset Management
Colorado
$414K – – –
KW
1609
Keyvantage Wealth
Pennsylvania
$410K -$20.8K -22 -5%
OF
1610
Optimize Financial
California
$409K -$1.89K -2 -0.5%
JWA
1611
JFS Wealth Advisors
Pennsylvania
$408K +$9.46K +10 +3%
BTWM
1612
Baker Tilly Wealth Management
Wisconsin
$408K +$1.89K +2 +0.5%
ANBT
1613
American National Bank & Trust
Texas
$404K +$7.57K +8 +2%
ICP
1614
Interchange Capital Partners
Pennsylvania
$401K -$2.84K -3 -0.8%
FCH
1615
Freestone Capital Holdings
Washington
$401K +$79.4K +84 +28%
RCYC
1616
Richard C. Young & Co
Rhode Island
$400K +$1.89K +2 +0.5%
DOA
1617
D'Orazio & Associates
Virginia
$400K -$3.78K -4 -1%
VAF
1618
Values Added Financial
District of Columbia
$400K +$18K +19 +5%
AL
1619
Aspiriant LLC
California
$399K -$22.7K -24 -6%
CFS
1620
CRA Financial Services
New Jersey
$399K -$3.78K -4 -1%
AFT
1621
Alpha Family Trust
California
$399K – – –
CIA
1622
Compass Ion Advisors
Pennsylvania
$398K +$2.84K +3 +0.8%
APW
1623
Acima Private Wealth
Virginia
$398K – – –
CNTOF
1624
Canandaigua National Trust of Florida
New York
$398K +$1.89K +2 +0.5%
ZBNA
1625
Zions Bancorporation, National Association
Utah
$397K -$10.4K -11 -3%
63 64
65
66 67