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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1676
Sterling Capital Management
North Carolina
$68.4K +$62.3K +72 New
AWM
1677
Activest Wealth Management
Florida
$66.6K -$101K -117 -63%
MAM
1678
Morse Asset Management
Connecticut
$65.5K +$59.7K +69 New
GA
1679
GoalVest Advisory
New York
$64.6K – – –
OW
1680
Olistico Wealth
Oklahoma
$64.5K -$865 -1 -1%
CWM
1681
Cranbrook Wealth Management
Michigan
$61.7K – – –
AIC
1682
Archer Investment Corporation
Indiana
$60.1K +$18.2K +21 +50%
CJH
1683
Christopher J. Hasenberg
Wisconsin
$58.8K – – –
SIC
1684
Salem Investment Counselors
North Carolina
$57.9K +$2.6K +3 +5%
CT
1685
Clearstead Trust
Maine
$57K +$3.46K +4 +7%
CCA
1686
Criterion Capital Advisors
Tennessee
$55.1K – – –
BBPWM
1687
Blue Bell Private Wealth Management
Pennsylvania
$55.1K +$6.92K +8 +16%
CHC
1688
City Holding Co
West Virginia
$55.1K +$50.2K +58 New
SIA
1689
Sit Investment Associates
Minnesota
$55K – – –
CPA
1690
Capital Performance Advisors
California
$54.2K +$49.3K +57 New
SCA
1691
Stuart Chaussee & Associates
California
$54.1K – – –
CPG
1692
Cornerstone Planning Group
New Jersey
$53.8K -$6.06K -7 -11%
AWM
1693
Abound Wealth Management
Tennessee
$53.2K +$1.73K +2 +4%
CNBTD
1694
Citizens National Bank Trust Department
Mississippi
$53.2K – – –
CFD
1695
Creative Financial Designs
Indiana
$50.6K – – –
RFS
1696
Richardson Financial Services
Massachusetts
$50.4K – – –
TFM
1697
TFC Financial Management
Massachusetts
$49.4K +$32K +37 +247%
RFG
1698
REAP Financial Group
Texas
$48.8K +$13K +15 +42%
SHIM
1699
Stone House Investment Management
Pennsylvania
$47.5K -$6.06K -7 -12%
PWA
1700
Provenance Wealth Advisors
Florida
$47.5K +$43.3K +50 New
66 67
68
69 70