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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CCWM
2101
Cassaday & Co Wealth Management
Virginia
$82.7K -$5.17K -5 -5%
BL
2102
BFSG LLC
California
$80.8K – – –
NL
2103
NVWM LLC
Pennsylvania
$76.9K – – –
DCM
2104
Disciplina Capital Management
Tennessee
$76.8K +$1.03K +1 +1%
SVWA
2105
Sarver Vrooman Wealth Advisors
Missouri
$75K – – –
CAM
2106
Costello Asset Management
Pennsylvania
$72.2K – – –
CH
2107
CDKV Holdings
Colorado
$72.1K -$25.9K -25 -25%
CFS
2108
CGC Financial Services
Oregon
$72.1K – – –
NEAM
2109
New England Asset Management
Connecticut
$72.1K +$77.6K +75 New
AIC
2110
Archer Investment Corporation
Indiana
$70.4K +$32.1K +31 +74%
SHIM
2111
Stone House Investment Management
Pennsylvania
$69.2K +$9.31K +9 +14%
FCAS
2112
First Command Advisory Services
Texas
$68.3K -$6.21K -6 -8%
CWM
2113
Cranbrook Wealth Management
Michigan
$68.3K – – –
TC
2114
Toews Corporation
New Jersey
$68.3K +$73.4K +71 New
APW
2115
Allied Private Wealth
Florida
$65.9K +$68.3K +66 New
MGI
2116
Miller Global Investments
Texas
$64.4K +$1.03K +1 +2%
PMFA
2117
Plante Moran Financial Advisors
Michigan
$64.4K +$11.4K +11 +20%
OW
2118
Olistico Wealth
Oklahoma
$63.5K +$10.3K +10 +18%
OA
2119
Operose Advisors
Wisconsin
$62.5K -$32.1K -31 -32%
RFS
2120
Richardson Financial Services
Massachusetts
$60.6K +$7.24K +7 +13%
HCM
2121
Hollencrest Capital Management
California
$60.6K -$86.9K -84 -57%
OCM
2122
Osterweis Capital Management
California
$59.6K – – –
CT
2123
Clearstead Trust
Maine
$58.3K – – –
BG
2124
Bollard Group
Massachusetts
$58K +$1.03K +1 +2%
RA
2125
Rational Advisors
New York
$57.7K +$7.24K +7 +13%
83 84
85
86 87