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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1676
Beacon Financial Advisory
Ohio
$386K +$88.3K +79 +31%
CFP
1677
Cascade Financial Partners
California
$386K +$3.35K +3 +0.9%
SGCA
1678
Steel Grove Capital Advisors
Tennessee
$386K – – –
MPI
1679
Mairs & Power Inc
Minnesota
$386K +$370K +331 New
WBG
1680
Wharton Business Group
Pennsylvania
$385K -$305K -273 -45%
OL
1681
Optas LLC
Texas
$385K +$42.5K +38 +13%
CFO
1682
CVA Family Office
Colorado
$384K +$5.59K +5 +2%
EA
1683
Everpar Advisors
Oklahoma
$384K +$19K +17 +5%
CF
1684
Claris Financial
Virginia
$383K +$196K +175 New
BWP
1685
Barlow Wealth Partners
Kentucky
$383K – – –
CA
1686
Cache Advisors
California
$382K +$367K +328 New
KTM
1687
Keeler Thomas Management
Utah
$381K -$6.71K -6 -2%
HA
1688
Heartland Advisors
Wisconsin
$379K +$363K +325 New
COCM
1689
Charter Oak Capital Management
New Hampshire
$379K +$1.12K +1 +0.3%
PCMF
1690
Private Capital Management (Florida)
Florida
$379K – – –
PBK
1691
Peoples Bank (Kansas)
Kansas
$378K -$19K -17 -5%
MHC
1692
May Hill Capital
Massachusetts
$377K +$42.5K +38 +13%
PMSA
1693
Patrick M. Sweeney & Associates
Illinois
$376K – – –
HIM
1694
Hanlon Investment Management
New Jersey
$375K +$110K +98 +44%
GIM
1695
Groesbeck Investment Management
New Jersey
$375K +$27.9K +25 +8%
GD
1696
Grandfield & Dodd
New York
$375K -$2.24K -2 -0.6%
SWM
1697
Silverlake Wealth Management
Vermont
$374K -$1.12K -1 -0.3%
GH
1698
GAM Holding
Switzerland
$374K -$1.33M -1,191 -79%
MHR
1699
Matthew Hamilton Rosenberg
$374K – – –
KWM
1700
Keebeck Wealth Management
Illinois
$373K -$12.3K -11 -3%
66 67
68
69 70