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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
WPA
751
West Paces Advisors
Georgia
$822K -$37.3K -68 -4%
TC
752
Toews Corporation
New Jersey
$813K +$823K +1,500 New
SWP
753
Stratos Wealth Partners
Ohio
$812K +$62.6K +114 +8%
CLOS
754
Compagnie Lombard Odier SCmA
Switzerland
$803K -$5.49K -10 -0.7%
BP
755
BBR Partners
New York
$798K +$809K +1,473 New
TFCP
756
Twin Focus Capital Partners
Massachusetts
$792K – – –
PP
757
PagnatoKarp Partners
Virginia
$790K -$29.6K -54 -4%
OCG
758
Opus Capital Group
Ohio
$777K – – –
AIM
759
Allen Investment Management
New York
$777K +$384K +700 +95%
BSB
760
Bangor Savings Bank
Maine
$773K -$17.6K -32 -2%
MPPLM
761
Midwest Professional Planners Ltd (MPPL)
Wisconsin
$773K +$18.7K +34 +2%
BFS
762
Bradley Foster & Sargent
Connecticut
$772K – – –
BWAM
763
Boyd Watterson Asset Management
Ohio
$770K +$375K +683 +93%
GIA
764
GHP Investment Advisors
Colorado
$770K +$420K +765 +116%
FPFS
765
First Personal Financial Services
North Carolina
$765K -$95K -173 -11%
CANC
766
Culbertson A N & Co
Virginia
$764K +$16.5K +30 +2%
GTAM
767
Global Trust Asset Management
Florida
$761K -$22K -40 -3%
DPIM
768
Duff & Phelps Investment Management
Illinois
$756K – – –
CPA
769
Clear Perspective Advisors
Illinois
$749K +$8.23K +15 +1%
FCBT
770
First Citizens Bank & Trust
North Carolina
$746K +$13.7K +25 +2%
PFPT
771
Pinnacle Financial Partners (Tennessee)
Tennessee
$735K +$192K +349 +35%
LG
772
LaFleur & Godfrey
Michigan
$733K – – –
WWM
773
Windsor Wealth Management
Indiana
$730K +$116K +212 +19%
CTA
774
Colonial Trust Advisors
South Carolina
$723K -$307K -560 -30%
CBU
775
CIBC Bank USA
Illinois
$722K -$8.23K -15 -1%
29 30
31
32 33