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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
1701
Westmount Partners
California
$204K +$4.68K +6 +2%
IWN
1702
Independent Wealth Network
Iowa
$204K +$14.8K +19 +8%
MTIC
1703
Missouri Trust & Investment Company
Missouri
$204K – – –
PP
1704
Patten & Patten
Tennessee
$204K +$5.46K +7 +3%
MWM
1705
Modern Wealth Management
Kansas
$203K +$2.34K +3 +1%
WMWM
1706
Whitaker-Myers Wealth Managers
Ohio
$203K +$201K +258 New
RB
1707
Renasant Bank
Mississippi
$203K -$233K -299 -54%
WB
1708
West Bancorporation
Iowa
$203K -$143K -183 -41%
WCM
1709
Wedge Capital Management
North Carolina
$203K -$27.3K -35 -12%
MAM
1710
McLean Asset Management
Virginia
$203K +$195K +250 New
NRC
1711
New Republic Capital
North Carolina
$202K -$21.8K -28 -10%
MHC
1712
Meyer Handelman Company
New York
$201K – – –
BFA
1713
Beacon Financial Advisory
Ohio
$201K +$199K +255 New
PCH
1714
PGIM Custom Harvest
New Jersey
$201K +$199K +255 New
NFSG
1715
Newbridge Financial Services Group
Florida
$201K -$4.68K -6 -2%
CFO
1716
CVA Family Office
Colorado
$200K +$11.7K +15 +6%
AIM
1717
Arcadia Investment Management
Michigan
$197K – – –
MFG
1718
Mosaic Financial Group
Illinois
$187K -$17.9K -23 -9%
GPI
1719
General Partner Inc
Pennsylvania
$187K – – –
HI
1720
Hoey Investments
Pennsylvania
$184K -$13.3K -17 -7%
LS
1721
Livforsakringsbolaget Skandia
Sweden
$183K -$78K -100 -30%
HCP
1722
Hexagon Capital Partners
Arkansas
$177K +$10.1K +13 +6%
CSC
1723
Caldwell Sutter Capital
California
$175K -$7.02K -9 -4%
SC
1724
Swan Capital
Florida
$174K +$172K +221 New
BCM
1725
Blume Capital Management
California
$165K – – –
67 68
69
70 71