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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CMANY
976
Capital Management Associates (New York)
New York
$294K +$312K +590 New
ATC
977
Adirondack Trust Company
New York
$292K +$2.64K +5 +0.9%
APG
978
Abacus Planning Group
South Carolina
$291K +$2.64K +5 +0.9%
LIM
979
Leavell Investment Management
Alabama
$290K +$18.5K +35 +6%
AC
980
Avestar Capital
New York
$288K +$7.93K +15 +2%
DP
981
Dearborn Partners
Illinois
$288K +$93.5K +177 +44%
OIA
982
Optimum Investment Advisors
Illinois
$287K – – –
MBT
983
Montecito Bank & Trust
California
$286K +$71.3K +135 +31%
CCM
984
Coldstream Capital Management
Washington
$285K +$31.7K +60 +12%
SBSB
985
Sullivan, Bruyette, Speros & Blaney
Virginia
$284K +$1.06K +2 +0.4%
SC
986
SouthState Corp
Florida
$283K -$3.17K -6 -1%
FC
987
Ferris Capital
Massachusetts
$283K – – –
LSAG
988
Lake Street Advisors Group
New Hampshire
$283K +$6.87K +13 +2%
JFGIW
989
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$282K -$160K -303 -35%
III
990
Independent Investors Inc
New York
$278K – – –
WKWM
991
Walter & Keenan Wealth Management
Indiana
$277K – – –
GT
992
Greenleaf Trust
Michigan
$276K +$293K +554 New
HCM
993
Howland Capital Management
Massachusetts
$273K – – –
WA
994
WBH Advisory
Maryland
$272K +$5.81K +11 +2%
PL
995
Perpetual Ltd
Australia
$272K +$288K +545 New
CAW
996
Cornerstone Advisors (Washington)
Washington
$271K +$5.29K +10 +2%
WBG
997
Wharton Business Group
Pennsylvania
$269K -$4.23K -8 -1%
FPCP
998
Fort Point Capital Partners
California
$268K -$32.2K -61 -10%
SPC
999
Stewart & Patten Company
California
$267K – – –
TBA
1000
Tower Bridge Advisors
Pennsylvania
$266K +$10K +19 +4%
38 39
40
41 42