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Blackrock
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Name Holding Trade Value Shares
Change 		Change in
Stake
VFPW
1926
Vantage Financial Partners (Wisconsin)
Wisconsin
$222K +$946 +1 +0.5%
ACG
1927
Allen Capital Group
Nebraska
$221K +$200K +211 New
BCM
1928
Blume Capital Management
California
$221K +$946 +1 +0.5%
CAM
1929
Cozad Asset Management
Illinois
$221K +$200K +211 New
MIM
1930
Miller Investment Management
Pennsylvania
$221K +$200K +211 New
RIS
1931
Richmond Investment Services
Wisconsin
$221K +$200K +211 New
NRG
1932
Nemes Rush Group
Michigan
$221K -$9.46K -10 -5%
CP
1933
Camelot Portfolios
Ohio
$220K -$2.84K -3 -1%
PCM
1934
Prelude Capital Management
New York
$220K +$199K +210 New
PWM
1935
Proathlete Wealth Management
Florida
$219K +$946 +1 +0.5%
BWP
1936
BSW Wealth Partners
Colorado
$218K -$18K -19 -8%
OAM
1937
Occidental Asset Management
California
$218K -$18.9K -20 -9%
NQWM
1938
Northwest Quadrant Wealth Management
Oregon
$218K +$196K +207 New
SFI
1939
SPC Financial Inc
Maryland
$217K -$12.3K -13 -6%
MCM
1940
Morton Capital Management
California
$217K +$196K +207 New
CFS
1941
Commonwealth Financial Services
West Virginia
$217K +$195K +206 New
BFC
1942
Bedel Financial Consulting
Indiana
$216K +$195K +206 New
WWC
1943
Waypoint Wealth Counsel
Georgia
$216K +$195K +206 New
AWG
1944
Altus Wealth Group
Colorado
$215K +$194K +205 New
TW
1945
Traveka Wealth
California
$215K +$194K +205 New
MWM
1946
Maltin Wealth Management
New Jersey
$214K +$193K +204 New
HCM
1947
Hollencrest Capital Management
California
$214K – – –
CWP
1948
Curated Wealth Partners
California
$214K +$193K +204 New
DWA
1949
Douglass Winthrop Advisors
New York
$214K +$193K +204 New
KFGK
1950
Keystone Financial Group (Kentucky)
Kentucky
$213K +$192K +203 New
76 77
78
79 80