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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1651
Waters Parkerson & Co
Louisiana
$415K – – –
LCGC
1652
Legacy Capital Group California
California
$414K -$6.71K -6 -2%
BFG
1653
Berger Financial Group
Minnesota
$413K +$12.3K +11 +3%
ZIG
1654
Zullo Investment Group
Pennsylvania
$412K -$12.3K -11 -3%
FCIM
1655
Fairview Capital Investment Management
California
$412K +$47K +42 +14%
KW
1656
Keyvantage Wealth
Pennsylvania
$409K -$43.6K -39 -10%
AAA
1657
AG Asset Advisory
California
$408K – – –
SLG
1658
Stanley-Laman Group
Pennsylvania
$408K +$11.2K +10 +3%
FAFN
1659
First Affirmative Financial Network
Colorado
$406K +$33.5K +30 +9%
FSC
1660
Full Sail Capital
Oklahoma
$402K – – –
CAC
1661
Core Alternative Capital
Georgia
$402K +$14.5K +13 +4%
OFO
1662
OneAscent Family Office
Alabama
$402K -$4.47K -4 -1%
PFA
1663
Portland Financial Advisors
New York
$401K – – –
HCM
1664
Hillman Capital Management
Maryland
$399K -$23.5K -21 -6%
EWM
1665
Evermay Wealth Management
Virginia
$399K +$1.12K +1 +0.3%
TIA
1666
Tiemann Investment Advisors
California
$396K -$25.7K -23 -6%
WE
1667
Wealth Effects
Massachusetts
$396K – – –
FPWM
1668
FSB Premier Wealth Management
Iowa
$396K -$23.5K -21 -6%
FVWA
1669
Foster Victor Wealth Advisors
South Carolina
$394K -$11.2K -10 -3%
PA
1670
Procyon Advisors
Connecticut
$392K +$73.8K +66 +24%
OAS
1671
Optivise Advisory Services
Tennessee
$392K +$130K +116 +53%
AIC
1672
Archer Investment Corporation
Indiana
$392K – – –
MWM
1673
Manske Wealth Management
Texas
$391K – – –
SDJVC
1674
St. Denis J. Villere & Co
Louisiana
$391K – – –
TCM
1675
Twin Capital Management
Pennsylvania
$387K +$371K +332 New
65 66
67
68 69