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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1701
Cascade Financial Partners
California
$344K -$56.7K -60 -15%
SIG
1702
Stonegate Investment Group
Alabama
$343K -$181K -191 -37%
HP
1703
Holistic Planning
Texas
$343K +$309K +327 New
PCMF
1704
Private Capital Management (Florida)
Florida
$341K – – –
CFO
1705
CVA Family Office
Colorado
$340K -$17K -18 -5%
COCM
1706
Charter Oak Capital Management
New Hampshire
$340K +$37.8K +40 +14%
GD
1707
Grandfield & Dodd
New York
$339K +$10.4K +11 +4%
CWM
1708
CarsonAllaria Wealth Management
Illinois
$339K +$946 +1 +0.3%
SWM
1709
Silverlake Wealth Management
Vermont
$338K +$43.5K +46 +17%
MHR
1710
Matthew Hamilton Rosenberg
$337K +$10.4K +11 +4%
SP
1711
Stonebrook Private
Michigan
$334K +$1.89K +2 +0.6%
HAS
1712
HBW Advisory Services
California
$334K -$9.46K -10 -3%
FAFN
1713
First Affirmative Financial Network
Colorado
$334K +$70.9K +75 +31%
KTC
1714
Kentucky Trust Company
Kentucky
$334K – – –
CWM
1715
Centric Wealth Management
Illinois
$333K +$10.4K +11 +4%
FB
1716
First Bancorp
Maine
$333K -$33.1K -35 -10%
CFGW
1717
Chancellor Financial Group WB
Pennsylvania
$333K – – –
VIP
1718
Vista Investment Partners
Oklahoma
$333K +$5.67K +6 +2%
FFG
1719
Fortress Financial Group
Minnesota
$333K +$8.51K +9 +3%
APG
1720
Abacus Planning Group
South Carolina
$332K -$40.7K -43 -12%
FCCM
1721
First City Capital Management
Georgia
$331K – – –
QFPS
1722
Quantum Financial Planning Services
Washington
$330K -$47.3K -50 -14%
BDL
1723
Banque de Luxembourg
Luxembourg
$329K – – –
BBA
1724
Braun-Bostich & Associates
Pennsylvania
$327K -$36.9K -39 -11%
KFC
1725
Klingenstein Fields & Co
New York
$327K – – –
67 68
69
70 71