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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MLL
776
Moody Lynn & Lieberson
Massachusetts
$685K -$854K -2,035 -56%
FCM
777
Flinton Capital Management
Pennsylvania
$684K +$20.1K +48 +3%
BRWA
778
B. Riley Wealth Advisors
Florida
$676K +$60.4K +144 +10%
NA
779
NewEdge Advisors
Louisiana
$673K -$496K -1,182 -43%
WWM
780
Windsor Wealth Management
Indiana
$668K +$46.1K +110 +8%
CWM
781
Confluence Wealth Management
Oregon
$665K +$8.81K +21 +1%
P
782
Pitcairn
Pennsylvania
$653K -$25.2K -60 -4%
SSWM
783
Smith Salley Wealth Management
North Carolina
$650K -$96.1K -229 -13%
WPA
784
West Paces Advisors
Georgia
$650K -$12.2K -29 -2%
AAS
785
Avantax Advisory Services
Texas
$647K -$98.2K -234 -13%
ZB
786
Zions Bancorporation
Utah
$645K -$280K -668 -31%
BP
787
Ballentine Partners
Massachusetts
$643K +$1.68K +4 +0.3%
FI
788
FormulaFolio Investments
Michigan
$642K +$269K +641 +74%
OIM
789
Opus Investment Management
Massachusetts
$641K +$629K +1,500 New
LA
790
LVW Advisors
New York
$636K +$142K +339 +30%
GTAM
791
Global Trust Asset Management
Florida
$634K -$4.62K -11 -0.7%
CAM
792
Covenant Asset Management
New Jersey
$633K – – –
BOH
793
Bank of Hawaii
Hawaii
$630K -$45.3K -108 -7%
BSB
794
Bangor Savings Bank
Maine
$624K +$8.39K +20 +1%
BAM
795
Belpointe Asset Management
Nevada
$620K +$417K +993 +216%
CANC
796
Culbertson A N & Co
Virginia
$618K -$27.3K -65 -4%
AIM
797
Allen Investment Management
New York
$613K – – –
ECM
798
Ensemble Capital Management
California
$613K – – –
HAG
799
HighPoint Advisor Group
Illinois
$611K +$22.2K +53 +4%
NSIM
800
North Star Investment Management
Illinois
$611K +$576K +1,372 +2,366%
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