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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
DLA
1676
Douglas Lane & Associates
New York
$218K +$9.36K +12 +5%
LFP
1677
Lakeshore Financial Planning
Michigan
$218K +$780 +1 +0.4%
PWM
1678
Prentice Wealth Management
New York
$217K -$1.56K -2 -0.7%
MAWA
1679
Moss Adams Wealth Advisors
Washington
$217K +$215K +275 New
CPC
1680
Congress Park Capital
New York
$217K – – –
CPR
1681
CSU Producer Resources
Ohio
$217K – – –
TAM
1682
Tocqueville Asset Management
New York
$217K – – –
SOS
1683
Silver Oak Securities
Tennessee
$216K -$1.56K -2 -0.7%
FWM
1684
Foguth Wealth Management
Michigan
$215K +$213K +273 New
GSIS
1685
Global Strategic Investment Solutions
Arizona
$214K -$78K -100 -27%
NCM
1686
Next Capital Management
New York
$214K +$212K +272 New
TFA
1687
Teamwork Financial Advisors
Texas
$214K -$1.85M -2,366 -90%
FOA
1688
Five Oceans Advisors
California
$213K -$34.3K -44 -14%
PCM
1689
Poehling Capital Management
Wisconsin
$213K – – –
GFG
1690
Greystone Financial Group
Michigan
$213K – – –
TWA
1691
Talisman Wealth Advisors
New Jersey
$212K +$3.9K +5 +2%
ZB
1692
Zions Bancorporation
Utah
$212K -$9.36K -12 -4%
FDDB
1693
Fidelity D&D Bancorp
Pennsylvania
$210K -$4.68K -6 -2%
NF
1694
Nikulski Financial
Iowa
$209K – – –
SIA
1695
Soltis Investment Advisors
Utah
$209K -$2.34K -3 -1%
MTC
1696
McDaniel Terry & Co
Texas
$209K -$11.7K -15 -5%
RFA
1697
Register Financial Advisors
Georgia
$209K -$6.24K -8 -3%
MA
1698
MONECO Advisors
Connecticut
$208K – – –
SFG
1699
Sovereign Financial Group
Connecticut
$207K +$8.58K +11 +4%
AIM
1700
Alhambra Investment Management
Florida
$207K – – –
66 67
68
69 70