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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Plancorp LLC
1701
Plancorp LLC
Missouri
$346K +$70.9K +75 +29%
LPAM
1702
Lodestar Private Asset Management
California
$345K +$28.4K +30 +10%
CFP
1703
Cascade Financial Partners
California
$344K -$56.7K -60 -15%
Stonegate Investment Group
1704
Stonegate Investment Group
Alabama
$343K -$181K -191 -37%
HP
1705
Holistic Planning
Texas
$343K +$309K +327 New
PCMF
1706
Private Capital Management (Florida)
Florida
$341K – – –
CFO
1707
CVA Family Office
Colorado
$340K -$17K -18 -5%
COCM
1708
Charter Oak Capital Management
New Hampshire
$340K +$37.8K +40 +14%
GD
1709
Grandfield & Dodd
New York
$339K +$10.4K +11 +4%
CWM
1710
CarsonAllaria Wealth Management
Illinois
$339K +$946 +1 +0.3%
SWM
1711
Silverlake Wealth Management
Vermont
$338K +$43.5K +46 +17%
MHR
1712
Matthew Hamilton Rosenberg
$337K +$10.4K +11 +4%
SP
1713
Stonebrook Private
Michigan
$334K +$1.89K +2 +0.6%
HAS
1714
HBW Advisory Services
California
$334K -$9.46K -10 -3%
FAFN
1715
First Affirmative Financial Network
Colorado
$334K +$70.9K +75 +31%
KTC
1716
Kentucky Trust Company
Kentucky
$334K – – –
CWM
1717
Centric Wealth Management
Illinois
$333K +$10.4K +11 +4%
FB
1718
First Bancorp
Maine
$333K -$33.1K -35 -10%
CFGW
1719
Chancellor Financial Group WB
Pennsylvania
$333K – – –
VIP
1720
Vista Investment Partners
Oklahoma
$333K +$5.67K +6 +2%
FFG
1721
Fortress Financial Group
Minnesota
$333K +$8.51K +9 +3%
APG
1722
Abacus Planning Group
South Carolina
$332K -$40.7K -43 -12%
FCCM
1723
First City Capital Management
Georgia
$331K – – –
QFPS
1724
Quantum Financial Planning Services
Washington
$330K -$47.3K -50 -14%
BDL
1725
Banque de Luxembourg
Luxembourg
$329K – – –