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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PMIM
2201
Prudent Man Investment Management
Colorado
$22.5K – – –
MEG
2202
Millstone Evans Group
Colorado
$22.1K +$3.1K +3 +15%
PCM
2203
Penserra Capital Management
California
$22K – – –
HIA
2204
Highland Investment Advisors
Florida
$21.8K +$23.8K +23 New
MAS
2205
MPWM Advisory Solutions
Georgia
$21.8K – – –
TCM
2206
TD Capital Management
Tennessee
$21.6K – – –
CRI
2207
Commonwealth Retirement Investments
Virginia
$21.4K +$22.8K +22 New
AP
2208
Aspect Partners
Virginia
$21.2K – – –
SFS
2209
Sunrise Financial Services
Washington
$20.2K -$7.24K -7 -25%
AEPWM
2210
Atlantic Edge Private Wealth Management
Florida
$20.2K – – –
CFM
2211
Cornerstone Financial Management
Massachusetts
$20.2K +$9.31K +9 +75%
NEWAS
2212
N.E.W. Advisory Services
Wisconsin
$19.5K +$2.07K +2 +11%
BWS
2213
Buck Wealth Strategies
Colorado
$19.3K +$20.7K +20 New
UFPG
2214
United Financial Planning Group
New York
$19.2K – – –
PP
2215
PFS Partners
New Jersey
$18.6K – – –
SFG
2216
Strive Financial Group
Indiana
$18.3K -$2.07K -2 -10%
1L
2217
10Elms LLP
Oklahoma
$18.3K +$19.6K +19 New
DWA
2218
Delos Wealth Advisors
Texas
$18.3K +$19.6K +19 New
FC
2219
Financial Consulate
Maryland
$17.3K +$8.27K +8 +80%
CM
2220
Capula Management
Cayman Islands
$17.3K -$305K -295 -94%
LAS
2221
Lloyd Advisory Services
Georgia
$17.3K +$18.6K +18 New
T
2222
Tidemark
California
$16.4K -$14.5K -14 -45%
BH
2223
Burk Holdings
Oklahoma
$16.3K – – –
JFG
2224
JDM Financial Group
Texas
$16.3K – – –
SRCM
2225
Signature Resources Capital Management
California
$16.3K – – –
87 88
89
90 91