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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1951
Hollencrest Capital Management
California
$238K – – –
OWA
1952
Octavia Wealth Advisors
Ohio
$237K +$227K +203 New
BEW
1953
Burton Enright Welch
California
$237K +$227K +203 New
DF
1954
Dunhill Financial
United Kingdom
$236K +$38K +34 +20%
DKCM
1955
Davidson Kahn Capital Management
California
$236K +$11.2K +10 +5%
ME
1956
McIlrath & Eck
Washington
$236K – – –
OFS
1957
OneAscent Financial Services
Alabama
$236K -$40.2K -36 -15%
MCM
1958
Mitchell Capital Management
Kansas
$236K +$226K +202 New
CCM
1959
Collar Capital Management
Wisconsin
$234K – – –
GFA
1960
Gallagher Fiduciary Advisors
Illinois
$234K -$2.24K -2 -1%
TVWM
1961
Tower View Wealth Management
Wisconsin
$233K – – –
CAS
1962
CTC Alternative Strategies
Illinois
$233K +$224K +200 New
LI
1963
Lafayette Investments
Maryland
$232K +$2.24K +2 +1%
VCM
1964
Vision Capital Management
Oregon
$232K -$111K -99 -33%
JC
1965
Jacobs & Co
California
$230K +$221K +198 New
LFGO
1966
Legacy Financial Group (Oklahoma)
Oklahoma
$229K +$219K +196 New
RA
1967
Riversedge Advisors
Delaware
$228K +$219K +196 New
MWM
1968
Maridea Wealth Management
New York
$228K +$220K +197 New
HI
1969
Hoey Investments
Pennsylvania
$227K -$8.94K -8 -4%
CPA
1970
Cardiff Park Advisors
California
$226K +$217K +194 New
HI
1971
Hudock Inc
Pennsylvania
$224K +$215K +192 New
BS
1972
Brighton Securities
New York
$224K -$107K -96 -33%
ACM
1973
Argent Capital Management
Missouri
$224K -$106K -95 -33%
OCPWS
1974
One Charles Private Wealth Services
Massachusetts
$224K +$215K +192 New
CS
1975
Capital Square
Tennessee
$223K – – –