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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1001
Buckley Wealth Management
Nevada
$256K -$22.2K -53 -8%
MA
1002
MANA Advisors
New York
$256K +$252K +600 New
SAM
1003
Sompo Asset Management
Japan
$256K +$252K +600 New
TAM
1004
Todd Asset Management
Kentucky
$255K -$31.5K -75 -11%
TSWM
1005
Triangle Securities Wealth Management
North Carolina
$254K -$46.6K -111 -16%
MWM
1006
Modera Wealth Management
New Jersey
$254K +$839 +2 +0.3%
VCA
1007
Verdence Capital Advisors
Maryland
$254K +$16.4K +39 +7%
OIA
1008
OneDigital Investment Advisors
Kansas
$254K +$16.8K +40 +7%
CAW
1009
Cornerstone Advisors (Washington)
Washington
$254K +$17.2K +41 +7%
BCA
1010
Bray Capital Advisors
Florida
$251K – – –
RE
1011
RBC Europe
United Kingdom
$248K -$26.9K -64 -10%
CCM
1012
Coldstream Capital Management
Washington
$247K +$5.87K +14 +2%
WSTAM
1013
Wilbanks Smith & Thomas Asset Management
Virginia
$247K +$5.87K +14 +2%
SPC
1014
Stewart & Patten Company
California
$246K +$17.2K +41 +8%
SS
1015
Sunbelt Securities
Texas
$245K +$1.26K +3 +0.5%
FDCC
1016
Foster Dykema Cabot & Co
Massachusetts
$244K -$3.88M -9,239 -94%
FBFS
1017
First Business Financial Services
Wisconsin
$244K -$162K -385 -40%
CIM
1018
Confluence Investment Management
Missouri
$242K -$253K -602 -51%
LWM
1019
Lyell Wealth Management
California
$240K -$3.21M -7,643 -93%
DLA
1020
Douglas Lane & Associates
New York
$240K -$23.5K -56 -9%
ACM
1021
Allred Capital Management
Texas
$239K -$420 -1 -0.2%
VWA
1022
V Wealth Advisors
Kansas
$239K +$210K +500 New
AB
1023
Atlas Brown
Kentucky
$237K -$73.4K -175 -24%
FMWA
1024
Forvis Mazars Wealth Advisors
Missouri
$237K +$1.26K +3 +0.5%
BWAM
1025
Boyd Watterson Asset Management
Ohio
$235K -$23.5K -56 -9%
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