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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
826
Clearstead Advisors
Ohio
$533K +$81.2K +148 +18%
HPC
827
HM Payson & Co
Maine
$532K +$55.4K +101 +11%
TH
828
TCTC Holdings
Texas
$530K – – –
FPS
829
Fieldpoint Private Securities
Connecticut
$527K -$8.78K -16 -2%
KIA
830
KCM Investment Advisors
California
$526K +$5.49K +10 +1%
WF
831
Welch & Forbes
Massachusetts
$525K -$8.78K -16 -2%
CPIA
832
Cornell Pochily Investment Advisors
New York
$524K +$37.3K +68 +8%
VSWA
833
Vontobel Swiss Wealth Advisors
Switzerland
$522K -$160K -291 -23%
FHA
834
First Horizon Advisors
Tennessee
$522K +$112K +204 +26%
PCM
835
Penserra Capital Management
California
$515K +$204K +372 +64%
BPB
836
Badgley, Phelps & Bell
Washington
$513K -$98.3K -179 -16%
CG
837
Caprock Group
Idaho
$510K -$318K -579 -38%
VCA
838
Verdence Capital Advisors
Maryland
$506K -$118K -215 -19%
WP
839
WealthPLAN Partners
Nebraska
$504K +$143K +261 +39%
CL
840
Choreo LLC
Illinois
$496K +$41.2K +75 +9%
CAN
841
Cetera Advisor Networks
California
$492K +$46.1K +84 +10%
CAG
842
Csenge Advisory Group
Florida
$489K +$90K +164 +22%
PWM
843
Perigon Wealth Management
California
$479K +$3.84K +7 +0.8%
BAM
844
Berkshire Asset Management
Pennsylvania
$478K -$8.78K -16 -2%
SCM
845
Schnieders Capital Management
California
$476K +$28.5K +52 +6%
JFA
846
JNBA Financial Advisors
Minnesota
$471K -$15.4K -28 -3%
JFGIW
847
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$470K -$50.5K -92 -10%
TSWM
848
Triangle Securities Wealth Management
North Carolina
$468K -$1.1K -2 -0.2%
AJ
849
Ashburton (Jersey)
Jersey
$463K +$32.9K +60 +8%
CA
850
Cetera Advisors
Colorado
$462K +$18.1K +33 +4%
32 33
34
35 36