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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SCM
1951
Schnieders Capital Management
California
$264K – – –
CA
1952
Calton & Associates
Florida
$264K +$21.9K +20 +9%
SAM
1953
Secure Asset Management
Michigan
$261K +$267K +244 New
FPGK
1954
Financial Partners Group (Kansas)
Kansas
$261K +$1.09K +1 +0.4%
MTIC
1955
Missouri Trust & Investment Company
Missouri
$260K – – –
PWA
1956
Pitcairn Wealth Advisors
Pennsylvania
$259K +$265K +242 New
CCM
1957
Charter Capital Management
Wisconsin
$259K – – –
CG
1958
Clifford Group
Massachusetts
$258K – – –
SGK
1959
Steigerwald Gordon & Koch
Virginia
$258K -$3.28K -3 -1%
VAG
1960
VisionPoint Advisory Group
Texas
$258K -$67.8K -62 -20%
HNWAG
1961
High Net Worth Advisory Group
Florida
$257K – – –
SI
1962
Saxon Interests
Texas
$257K -$2.19K -2 -0.8%
RFG
1963
REAP Financial Group
Texas
$257K +$20.8K +19 +9%
GSWM
1964
Golden State Wealth Management
California
$255K +$8.75K +8 +3%
TFA
1965
Tobias Financial Advisors
Florida
$255K +$260K +238 New
MCA
1966
Maryland Capital Advisors
Maryland
$255K – – –
RIA
1967
Realta Investment Advisors
Delaware
$255K – – –
CWA
1968
Canvas Wealth Advisors
Kansas
$254K -$9.84K -9 -4%
GPI
1969
General Partner Inc
Pennsylvania
$254K – – –
CW
1970
Code Waechter
Florida
$254K +$1.09K +1 +0.4%
PA
1971
Perennial Advisors
New York
$253K +$19.7K +18 +8%
MCM
1972
Mill Capital Management
North Carolina
$253K +$10.9K +10 +4%
SIS
1973
Strategic Investment Solutions
Illinois
$252K +$257K +235 New
PDL
1974
Portfolio Design Labs
California
$252K – – –
AWM
1975
Affinity Wealth Management
Delaware
$250K -$2.19K -2 -0.8%
77 78
79
80 81