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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HP
1776
Holistic Planning
Texas
$320K -$58.1K -52 -16%
FCCM
1777
First City Capital Management
Georgia
$318K -$47K -42 -13%
RFA
1778
Register Financial Advisors
Georgia
$318K – – –
WH
1779
Willner & Heller
California
$317K +$2.24K +2 +0.7%
RB
1780
Renasant Bank
Mississippi
$316K – – –
BWA
1781
Bestgate Wealth Advisors
Maryland
$316K +$13.4K +12 +5%
MAM
1782
McLean Asset Management
Virginia
$315K +$1.12K +1 +0.4%
GFG
1783
Greystone Financial Group
Michigan
$315K -$2.24K -2 -0.7%
FOA
1784
Five Oceans Advisors
California
$315K -$7.83K -7 -3%
USWIA
1785
UP Strategic Wealth Investment Advisors
Pennsylvania
$311K -$1.12K -1 -0.4%
PL
1786
Plancorp LLC
Missouri
$311K -$70.4K -63 -19%
PWM
1787
Prentice Wealth Management
New York
$310K -$3.35K -3 -1%
MPW
1788
MASECO Private Wealth
$310K +$1.12K +1 +0.4%
GWP
1789
Gateway Wealth Partners
Wisconsin
$310K +$1.12K +1 +0.4%
MTC
1790
McDaniel Terry & Co
Texas
$309K – – –
BDL
1791
Banque de Luxembourg
Luxembourg
$308K -$93.9K -84 -24%
AIM
1792
Alhambra Investment Management
Florida
$307K – – –
BCG
1793
Breakwater Capital Group
New Jersey
$304K – – –
JCM
1794
Jacobsen Capital Management
Utah
$304K – – –
PCM
1795
Poehling Capital Management
Wisconsin
$304K – – –
LSA
1796
Lansing Street Advisors
Pennsylvania
$304K +$23.5K +21 +9%
CWM
1797
Cahaba Wealth Management
Georgia
$303K -$27.9K -25 -9%
NA
1798
Nautilus Advisors
California
$303K – – –
IWP
1799
Invenio Wealth Partners
Florida
$303K +$33.5K +30 +13%
WCM
1800
Wedge Capital Management
North Carolina
$303K +$291K +260 New
70 71
72
73 74