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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
HI
1951
Hoey Investments
Pennsylvania
$213K -$946 -1 -0.5%
PA
1952
Parkside Advisors
California
$213K +$192K +203 New
GFA
1953
Gallagher Fiduciary Advisors
Illinois
$213K +$192K +203 New
BSTWA
1954
Blake Schutter Theil Wealth Advisors
Ohio
$212K +$191K +202 New
BIP
1955
Blue Investment Partners
California
$212K +$191K +202 New
OP
1956
ORG Partners
Indiana
$212K -$47.3K -50 -20%
ME
1957
McIlrath & Eck
Washington
$211K +$946 +1 +0.5%
CCM
1958
Collar Capital Management
Wisconsin
$211K +$190K +201 New
TFA
1959
Tranquilli Financial Advisor
New Jersey
$211K +$190K +201 New
CWA
1960
Consilio Wealth Advisors
Washington
$211K +$190K +201 New
CS
1961
Capital Square
Tennessee
$211K -$25.5K -27 -12%
GSIS
1962
Global Strategic Investment Solutions
Arizona
$210K +$189K +200 New
BFM
1963
Boothbay Fund Management
New York
$210K -$189K -200 -50%
CSC
1964
Caldwell Sutter Capital
California
$210K -$4.73K -5 -2%
TVWM
1965
Tower View Wealth Management
Wisconsin
$210K +$189K +200 New
RFG
1966
REAP Financial Group
Texas
$210K +$70.9K +75 +60%
FWA
1967
FSM Wealth Advisors
Ohio
$209K +$183K +194 New
LI
1968
Lafayette Investments
Maryland
$207K +$186K +197 New
NC
1969
NewSquare Capital
Pennsylvania
$207K +$119K +126 +177%
MMHP
1970
Murphy Middleton Hinkle & Parker
Georgia
$206K – – –
VCP
1971
Verus Capital Partners
Arizona
$206K +$185K +196 New
ONST
1972
Old North State Trust
North Carolina
$203K -$6.62K -7 -4%
HCWM
1973
Hidden Cove Wealth Management
Washington
$203K +$183K +193 New
DKCM
1974
Davidson Kahn Capital Management
California
$202K +$182K +192 New
CWM
1975
Circle Wealth Management
New Jersey
$200K +$181K +191 New
77 78
79
80 81