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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
LMFP
1651
Larry Mathis Financial Planning
Arizona
$467K +$477K +436 New
VCP
1652
Verus Capital Partners
Arizona
$463K +$133K +122 +39%
CB
1653
Cadence Bank
Mississippi
$462K -$75.4K -69 -14%
SFC
1654
SYM Financial Corp
Indiana
$462K +$10.9K +10 +2%
RK
1655
Rather & Kittrell
Tennessee
$461K +$9.84K +9 +2%
LWCFA
1656
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$460K -$109K -100 -19%
WETS
1657
Wealth Enhancement Trust Services
South Dakota
$460K +$470K +430 New
PUI
1658
Purpose Unlimited Inc
$459K +$469K +429 New
HCA
1659
Heck Capital Advisors
Wisconsin
$459K -$16.4K -15 -3%
GCL
1660
Gouws Capital LLC
North Carolina
$459K – – –
AZ
1661
Alpha Zero
Florida
$459K +$20.8K +19 +5%
PB
1662
Prosperity Bancshares
Texas
$459K +$469K +429 New
CG
1663
Cynosure Group
Utah
$458K -$49.2K -45 -10%
USB
1664
Union Savings Bank
Connecticut
$457K +$467K +427 New
BDL
1665
Banque de Luxembourg
Luxembourg
$456K +$177K +162 +61%
PWM
1666
Palumbo Wealth Management
New York
$454K -$4.09M -3,743 -90%
AL
1667
Aspiriant LLC
California
$451K +$60.1K +55 +15%
PWA
1668
Phoenix Wealth Advisors
North Carolina
$451K -$10.9K -10 -2%
HIM
1669
Hanlon Investment Management
New Jersey
$451K +$108K +99 +31%
VP
1670
Verum Partners
North Carolina
$450K -$1.09K -1 -0.2%
TF
1671
Tudor Financial
Ohio
$450K – – –
SF
1672
Symphony Financial
Texas
$449K +$105K +96 +30%
MCWS
1673
McKinley Carter Wealth Services
West Virginia
$447K +$4.37K +4 +1%
JSL
1674
JT Stratford LLC
Georgia
$446K -$743K -680 -62%
GH
1675
GAM Holding
Switzerland
$445K +$104K +95 +30%
65 66
67
68 69