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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ECM
1701
EagleClaw Capital Management
Massachusetts
$426K – – –
CH
1702
Cromwell Holdings
Wyoming
$424K – – –
PAM
1703
Peak Asset Management
Colorado
$423K – – –
PFA
1704
Pure Financial Advisors
California
$423K +$16.4K +15 +4%
EWA
1705
Etesian Wealth Advisors
Oregon
$421K -$104K -95 -19%
EWA
1706
Eagle Wealth Advisors
Connecticut
$420K +$429K +392 New
PCG
1707
PFC Capital Group
California
$419K -$219K -200 -34%
TCM
1708
Traynor Capital Management
Pennsylvania
$418K -$16.4K -15 -4%
OFG
1709
Oxford Financial Group
Indiana
$416K -$15.3K -14 -3%
CNTOF
1710
Canandaigua National Trust of Florida
New York
$416K +$17.5K +16 +4%
CCG
1711
Catalina Capital Group
California
$415K -$1.09K -1 -0.3%
RCYC
1712
Richard C. Young & Co
Rhode Island
$412K +$2.19K +2 +0.5%
WE
1713
Wealth Effects
Massachusetts
$411K +$48.1K +44 +13%
DOA
1714
D'Orazio & Associates
Virginia
$410K +$2.19K +2 +0.5%
VAF
1715
Values Added Financial
District of Columbia
$408K – – –
SFGM
1716
Stonebridge Financial Group (Missouri)
Missouri
$407K +$415K +380 New
AFT
1717
Alpha Family Trust
California
$407K – – –
SBFM
1718
S-Bank Fund Management
Finland
$406K -$106K -97 -20%
APW
1719
Acima Private Wealth
Virginia
$406K – – –
EI
1720
Ellevest Inc
New York
$406K +$18.6K +17 +5%
WCG
1721
Weaver Consulting Group
California
$405K -$2.19K -2 -0.5%
CA
1722
Cache Advisors
California
$401K +$51.4K +47 +14%
GAG
1723
GM Advisory Group
New York
$400K +$8.75K +8 +2%
SWM
1724
Segment Wealth Management
Texas
$400K +$1.09K +1 +0.3%
FVWA
1725
Foster Victor Wealth Advisors
South Carolina
$399K +$3.28K +3 +0.9%
67 68
69
70 71