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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OCM
1801
One Capital Management
California
$303K -$116K -104 -29%
ATS
1802
Ashton Thomas Securities
New York
$302K +$40.2K +36 +16%
PP
1803
Patten & Patten
Tennessee
$300K – – –
NPT
1804
National Philanthropic Trust
Pennsylvania
$300K +$287K +257 New
PCM
1805
Park Capital Management
Wisconsin
$298K -$39.1K -35 -12%
PCH
1806
PGIM Custom Harvest
New Jersey
$297K -$38K -34 -12%
MHC
1807
Meyer Handelman Company
New York
$297K – – –
CIA
1808
Cape Investment Advisory
Georgia
$297K -$60.4K -54 -17%
CAWM
1809
Capital Advisors Wealth Management
Washington
$297K +$13.4K +12 +5%
FC
1810
FORA Capital
Florida
$296K -$3.15M -2,815 -92%
JWA
1811
JFS Wealth Advisors
Pennsylvania
$296K -$151K -135 -35%
AWAP
1812
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$296K -$90.6K -81 -24%
AFA
1813
Allium Financial Advisors
Oregon
$296K – – –
KFP
1814
Kerr Financial Planning
California
$296K +$316K +283 New
TCM
1815
Telos Capital Management
California
$295K -$5.59K -5 -2%
EW
1816
Element Wealth
Mississippi
$294K +$2.24K +2 +0.8%
PAG
1817
Poinciana Advisors Group
Florida
$294K – – –
CIM
1818
Cambria Investment Management
California
$293K -$4.47K -4 -2%
CIAS
1819
CFS Investment Advisory Services
New Jersey
$292K +$43.6K +39 +18%
4WM
1820
49 Wealth Management
Texas
$292K -$20.1K -18 -7%
PPW
1821
Pasadena Private Wealth
California
$291K -$4.47K -4 -2%
BGAI
1822
Bruce G. Allen Investments
Colorado
$291K -$1.12K -1 -0.4%
AIM
1823
Arcadia Investment Management
Michigan
$291K – – –
RIG
1824
RiverFront Investment Group
Virginia
$291K +$279K +250 New
RC
1825
Rovin Capital
Arizona
$291K -$44.7K -40 -14%
71 72
73
74 75