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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
SPC
1001
Stewart & Patten Company
California
$270K – – –
FBFS
1002
First Business Financial Services
Wisconsin
$268K – – –
FDCC
1003
Foster Dykema Cabot & Co
Massachusetts
$268K – – –
LC
1004
Lindbrook Capital
California
$267K +$81.9K +181 +47%
CIM
1005
Confluence Investment Management
Missouri
$266K – – –
BWM
1006
Buckley Wealth Management
Nevada
$265K -$15.4K -34 -6%
AC
1007
Alexandria Capital
Virginia
$262K -$62.9K -139 -20%
NIM
1008
NuWave Investment Management
New Jersey
$261K +$86.4K +191 +52%
AB
1009
Atlas Brown
Kentucky
$260K – – –
CWM
1010
Circle Wealth Management
New Jersey
$260K +$28.9K +64 +13%
OIA
1011
Optimum Investment Advisors
Illinois
$259K – – –
AIL
1012
AGF Investments LLC
Ontario, Canada
$259K +$249K +551 New
FMWA
1013
Forvis Mazars Wealth Advisors
Missouri
$258K -$1.81K -4 -0.7%
BWAM
1014
Boyd Watterson Asset Management
Ohio
$257K -$905 -2 -0.4%
ACM
1015
Allred Capital Management
Texas
$256K -$905 -2 -0.4%
PL
1016
Perpetual Ltd
Australia
$256K – – –
TC
1017
Truvestments Capital
Florida
$256K +$132K +292 +115%
SFSIG
1018
San Francisco Sentry Investment Group
California
$255K – – –
TA
1019
TMD & Associates
Arizona
$255K – – –
CL
1020
Choreo LLC
Illinois
$255K +$6.33K +14 +3%
JSL
1021
JT Stratford LLC
Georgia
$255K +$246K +543 New
CCM
1022
Coldstream Capital Management
Washington
$253K -$17.2K -38 -7%
LWM
1023
Lyell Wealth Management
California
$253K -$9.95K -22 -4%
FB
1024
Fulton Bank
Pennsylvania
$253K +$1.36K +3 +0.6%
WA
1025
WBH Advisory
Maryland
$252K – – –
39 40
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