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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BTW
901
Boston Trust Walden
Massachusetts
$342K -$58.2K -142 -14%
SFG
902
Summit Financial Group
West Virginia
$339K -$97.1K -237 -22%
SVWA
903
Sound View Wealth Advisors
Georgia
$337K +$351K +857 New
PWP
904
Principle Wealth Partners
Connecticut
$336K +$351K +856 New
JFA
905
JNBA Financial Advisors
Minnesota
$335K +$350K +854 New
WSCM
906
Wellington Shields Capital Management
New York
$334K -$1.47M -3,593 -81%
HCM
907
Hilton Capital Management
New York
$334K – – –
APA
908
American Portfolios Advisors
New York
$332K +$174K +424 +100%
GT
909
Greenleaf Trust
Michigan
$331K +$149K +363 +76%
VFPI
910
Vantage Financial Partners (Illinois)
Illinois
$330K +$344K +840 New
KIA
911
KCM Investment Advisors
California
$323K -$67.6K -165 -17%
CAM
912
Cresset Asset Management
Illinois
$323K +$337K +823 New
WWM
913
Western Wealth Management
Colorado
$321K +$333K +813 New
AL
914
Aspiriant LLC
California
$320K +$26.6K +65 +9%
MWM
915
Mission Wealth Management
California
$318K +$7.37K +18 +2%
PGWM
916
Parisi Gray Wealth Management
New Jersey
$316K – – –
PHK
917
Point72 Hong Kong
Hong Kong
$316K +$329K +804 New
TCM
918
Traynor Capital Management
Pennsylvania
$316K +$330K +806 New
SCM
919
Schnieders Capital Management
California
$315K -$71.7K -175 -18%
LSAG
920
Lake Street Advisors Group
New Hampshire
$315K +$329K +802 New
IA
921
IFG Advisory
Georgia
$313K -$32.8K -80 -9%
MSA
922
Marino Stram & Associates
Massachusetts
$312K +$2.05K +5 +0.7%
IWM
923
IHT Wealth Management
Illinois
$312K +$110K +268 +51%
AC
924
Abbrea Capital
California
$311K +$14.3K +35 +5%
DSC
925
Duncker Streett & Co
Missouri
$310K -$20.1K -49 -6%
35 36
37
38 39