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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BEW
1951
Burton Enright Welch
California
$237K +$227K +203 New
DF
1952
Dunhill Financial
United Kingdom
$236K +$38K +34 +20%
DKCM
1953
Davidson Kahn Capital Management
California
$236K +$11.2K +10 +5%
ME
1954
McIlrath & Eck
Washington
$236K – – –
OFS
1955
OneAscent Financial Services
Alabama
$236K -$40.2K -36 -15%
MCM
1956
Mitchell Capital Management
Kansas
$236K +$226K +202 New
CCM
1957
Collar Capital Management
Wisconsin
$234K – – –
GFA
1958
Gallagher Fiduciary Advisors
Illinois
$234K -$2.24K -2 -1%
TVWM
1959
Tower View Wealth Management
Wisconsin
$233K – – –
CAS
1960
CTC Alternative Strategies
Illinois
$233K +$224K +200 New
LI
1961
Lafayette Investments
Maryland
$232K +$2.24K +2 +1%
VCM
1962
Vision Capital Management
Oregon
$232K -$111K -99 -33%
JC
1963
Jacobs & Co
California
$230K +$221K +198 New
LFGO
1964
Legacy Financial Group (Oklahoma)
Oklahoma
$229K +$219K +196 New
RA
1965
Riversedge Advisors
Delaware
$228K +$219K +196 New
MWM
1966
Maridea Wealth Management
New York
$228K +$220K +197 New
HI
1967
Hoey Investments
Pennsylvania
$227K -$8.94K -8 -4%
CPA
1968
Cardiff Park Advisors
California
$226K +$217K +194 New
HI
1969
Hudock Inc
Pennsylvania
$224K +$215K +192 New
BS
1970
Brighton Securities
New York
$224K -$107K -96 -33%
ACM
1971
Argent Capital Management
Missouri
$224K -$106K -95 -33%
OCPWS
1972
One Charles Private Wealth Services
Massachusetts
$224K +$215K +192 New
CS
1973
Capital Square
Tennessee
$223K – – –
CWM
1974
Circle Wealth Management
New Jersey
$223K – – –
WMA
1975
Wealth Management Associates
New Jersey
$223K – – –
77 78
79
80 81