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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPC
1726
Waters Parkerson & Co
Louisiana
$342K – – –
BWM
1727
BankPlus Wealth Management
Mississippi
$340K +$371K +353 New
RPGK
1728
Retirement Planning Group (Kansas)
Kansas
$337K -$17.9K -17 -5%
NRS
1729
Neville Rodie & Shaw
New York
$337K -$52.6K -50 -13%
AAA
1730
AG Asset Advisory
California
$337K – – –
GPW
1731
Genesis Private Wealth
Virginia
$337K +$95.7K +91 +35%
FFG
1732
Fiduciary Financial Group
California
$334K +$148K +141 +68%
AP
1733
Anchyra Partners
Georgia
$334K +$8.42K +8 +2%
HCM
1734
Hillman Capital Management
Maryland
$334K +$14.7K +14 +4%
KW
1735
Keyvantage Wealth
Pennsylvania
$332K +$3.16K +3 +0.9%
KFGK
1736
Keystone Financial Group (Kentucky)
Kentucky
$331K +$45.2K +43 +14%
IFWM
1737
Institute for Wealth Management
Colorado
$331K – – –
PFA
1738
Portland Financial Advisors
New York
$331K – – –
SWM
1739
Shrier Wealth Management
California
$331K +$75.8K +72 +26%
NF
1740
Nikulski Financial
Iowa
$328K +$20K +19 +6%
LWA
1741
LifeGoal Wealth Advisors
New York
$326K +$359K +341 New
NL
1742
NWAM LLC
Washington
$326K -$281K -267 -44%
PWC
1743
Pathfinder Wealth Consulting
North Carolina
$326K -$6.31K -6 -2%
MCM
1744
Monument Capital Management
Virginia
$326K +$115K +109 +47%
PWA
1745
Physician Wealth Advisors
Utah
$324K +$32.6K +31 +10%
PSP
1746
Principal Street Partners
Tennessee
$324K -$8.42K -8 -2%
ZIG
1747
Zullo Investment Group
Pennsylvania
$324K -$16.8K -16 -5%
CIAS
1748
CFS Investment Advisory Services
New Jersey
$324K +$44.2K +42 +16%
DBRC
1749
D.B. Root & Company
Pennsylvania
$323K -$7.37K -7 -2%
CS
1750
Cannell & Spears
New York
$323K +$156K +148 +79%
68 69
70
71 72