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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
FPH
1876
Financial Planning Hawaii
Hawaii
$263K – – –
FCCM
1877
First City Capital Management
Georgia
$263K – – –
NWA
1878
New World Advisors
Massachusetts
$263K +$282K +273 New
PA
1879
Procyon Advisors
Connecticut
$262K -$49.6K -48 -15%
GP
1880
GLR Partners
Maryland
$262K – – –
JCM
1881
Jacobsen Capital Management
Utah
$262K +$1.03K +1 +0.4%
PA
1882
Perennial Advisors
New York
$261K -$10.3K -10 -4%
5NPW
1883
55 North Private Wealth
Florida
$261K +$9.31K +9 +3%
AWAP
1884
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$261K +$6.21K +6 +2%
BBES
1885
Buffalo Business & Estate Services
New York
$260K -$277K -268 Closed
FC
1886
Farringdon Capital
United Kingdom
$260K -$1.99M -1,923 -88%
KFI
1887
Key Financial Inc
Pennsylvania
$260K -$285K -276 -51%
FOA
1888
Five Oceans Advisors
California
$260K – – –
CC
1889
Courier Capital
New York
$260K +$53.8K +52 +24%
FCM
1890
Fieldview Capital Management
Michigan
$260K +$279K +270 New
VWM
1891
Vertrix Wealth Management
Michigan
$259K +$5.17K +5 +2%
SWM
1892
SHP Wealth Management
Massachusetts
$255K +$11.4K +11 +4%
CCM
1893
Chilton Capital Management
Texas
$255K +$95.1K +92 +53%
EGWAG
1894
Elwood & Goetz Wealth Advisory Group
Georgia
$255K +$274K +265 New
FPCP
1895
Fort Point Capital Partners
California
$254K +$273K +264 New
RA
1896
Range Advisory
Virginia
$253K +$22.8K +22 +9%
AIM
1897
Alhambra Investment Management
Florida
$253K – – –
HFS
1898
Howard Financial Services
Texas
$252K +$6.21K +6 +2%
WCFA
1899
Walkner Condon Financial Advisors
Wisconsin
$251K -$1.03K -1 -0.4%
TAM
1900
Titleist Asset Management
Texas
$251K +$23.8K +23 +10%