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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCV
626
Banque Cantonale Vaudoise
Switzerland
$3.32M – – –
APP
627
Avantax Planning Partners
Iowa
$3.31M -$1.54M -2,193 -31%
PFO
628
Pathstone Family Office
New Jersey
$3.3M -$8.13M -11,538 -70%
VWMG
629
Virginia Wealth Management Group
Virginia
$3.29M +$126K +179 +4%
CIC
630
Cincinnati Indemnity Company
Ohio
$3.28M – – –
GLR
631
Great Lakes Retirement
Ohio
$3.27M +$1.82M +2,581 +112%
RBA
632
Richard Bernstein Advisors
New York
$3.27M – – –
AG
633
AIA Group
Hong Kong
$3.24M +$1.06M +1,500 +45%
BEC
634
Blue Edge Capital
Virginia
$3.24M +$330K +469 +11%
WIS
635
Wright Investors Service
Connecticut
$3.22M -$32.4K -46 -0.9%
AAS
636
Avantax Advisory Services
Texas
$3.22M +$111K +157 +3%
PIM
637
Penobscot Investment Management
Massachusetts
$3.2M +$25.4K +36 +0.8%
LS
638
Leelyn Smith
Illinois
$3.19M +$223K +317 +7%
MCC
639
Money Concepts Capital
Florida
$3.16M -$188K -267 -6%
NMIMC
640
Northwestern Mutual Investment Management Company
Wisconsin
$3.15M – – –
FFA
641
First Foundation Advisors
California
$3.14M -$518K -735 -14%
NIC
642
Northwest Investment Counselors
Oregon
$3.14M -$21.8K -31 -0.7%
CWM
643
Compass Wealth Management
Connecticut
$3.12M -$56.4K -80 -2%
KTM
644
Keeler Thomas Management
Utah
$3.12M +$3.28M +4,661 New
NPP
645
New Potomac Partners
Maryland
$3.11M -$14.8K -21 -0.4%
LG
646
LaFleur & Godfrey
Michigan
$3.11M -$12K -17 -0.4%
HT
647
Heritage Trust
Oklahoma
$3.1M -$30.3K -43 -0.9%
BA
648
Bristlecone Advisors
Washington
$3.09M -$127K -180 -4%
MBTD
649
Mechanics Bank - Trust Department
California
$3.09M -$66.2K -94 -2%
AFA
650
Arlington Financial Advisors
California
$3.08M +$227K +322 +8%
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