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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
ACA
2151
Atlas Capital Advisors
Wyoming
$131K +$133K +122 New
BWM
2152
Bernard Wealth Management
Michigan
$128K – – –
SCM
2153
Silvant Capital Management
Georgia
$127K – – –
SAM
2154
Sherman Asset Management
California
$125K – – –
DWA
2155
Dougherty Wealth Advisers
Minnesota
$122K – – –
YDMI
2156
Y.D. More Investments
Israel
$122K +$87.5K +80 +235%
SWIM
2157
Smallwood Wealth Investment Management
New Jersey
$122K +$3.28K +3 +3%
BIA
2158
Bell Investment Advisors
California
$121K +$1.09K +1 +0.9%
RG
2159
RHL Group
Michigan
$119K +$121K +111 New
CFS
2160
CGC Financial Services
Oregon
$118K +$38.3K +35 +47%
KBFS
2161
Kohmann Bosshard Financial Services
Ohio
$116K +$119K +109 New
AWA
2162
Acumen Wealth Advisors
Tennessee
$116K +$118K +108 New
DAM
2163
Delta Asset Management
Tennessee
$115K – – –
LWM
2164
Lodestone Wealth Management
Washington
$115K +$117K +107 New
RS
2165
Rakuten Securities
Japan
$113K +$37.2K +34 +47%
SHF
2166
Safe Harbor Fiduciary
Florida
$110K +$113K +103 New
CFD
2167
Creative Financial Designs
Indiana
$110K +$62.3K +57 +127%
YP
2168
YANKCOM Partnership
South Dakota
$108K +$23K +21 +26%
NFSG
2169
Newbridge Financial Services Group
Florida
$108K -$40.5K -37 -27%
PWM
2170
Peck Wealth Management
New York
$107K – – –
CH
2171
CDKV Holdings
Colorado
$107K +$109K +100 New
PMFA
2172
Plante Moran Financial Advisors
Michigan
$105K +$44.8K +41 +72%
CCAM
2173
Cascades Capital Asset Management
North Carolina
$104K – – –
SIS
2174
Sound Income Strategies
Florida
$103K +$7.65K +7 +9%
EW
2175
Elyxium Wealth
California
$101K +$103K +94 New
85 86
87
88 89