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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NAMM
1901
NorthStar Asset Management (Massachusetts)
Massachusetts
$248K +$267K +258 New
CWM
1902
Cahaba Wealth Management
Georgia
$248K +$1.03K +1 +0.4%
LPAM
1903
Lodestar Private Asset Management
California
$247K -$53.8K -52 -17%
PP
1904
Patten & Patten
Tennessee
$247K – – –
PCM
1905
Pincus Capital Management
New York
$247K – – –
LA
1906
Legacy Advisors
Pennsylvania
$247K +$266K +257 New
OFS
1907
OneAscent Financial Services
Alabama
$247K -$18.6K -18 -7%
MCWS
1908
McKinley Carter Wealth Services
West Virginia
$246K -$2.07K -2 -0.8%
PPW
1909
Pasadena Private Wealth
California
$245K – – –
IAS
1910
Integrity Advisory Solutions
Texas
$245K +$264K +255 New
PC
1911
PCB Capital
New Jersey
$245K +$20.7K +20 +9%
MCM
1912
Monument Capital Management
Virginia
$244K -$87.9K -85 -25%
WCM
1913
Wedge Capital Management
North Carolina
$244K -$32.1K -31 -11%
WH
1914
Willner & Heller
California
$244K -$38.3K -37 -13%
FSAG
1915
Financial Solutions Advisory Group
Illinois
$244K – – –
OFG
1916
Oxford Financial Group
Indiana
$243K -$465K -450 -64%
GKWIM
1917
Gerber Kawasaki Wealth & Investment Management
California
$243K -$64.1K -62 -20%
WP
1918
Westmount Partners
California
$242K -$78.6K -76 -23%
GHA
1919
Good Harbor Advisors
Massachusetts
$242K – – –
BWA
1920
Bestgate Wealth Advisors
Maryland
$242K – – –
DF
1921
Dunhill Financial
United Kingdom
$242K +$8.27K +8 +3%
PL
1922
Plancorp LLC
Missouri
$240K +$2.07K +2 +0.9%
LCM
1923
LVM Capital Management
Michigan
$240K – – –
QFP
1924
Quantum Financial Partners
Kansas
$240K +$258K +249 New
ESC
1925
Eurizon SLJ Capital
$239K – – –
75 76
77
78 79