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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
TFO
1001
Tarbox Family Office
California
$349K +$9.85K +20 +3%
GAAM
1002
Guinness Atkinson Asset Management
California
$349K +$31K +63 +9%
LCM
1003
Logan Capital Management
Pennsylvania
$347K +$15.3K +31 +4%
SFM
1004
Signet Financial Management
New Jersey
$346K +$168K +340 +81%
MIC
1005
Means Investment Company
Maine
$344K +$493 +1 +0.1%
MFG
1006
Magnus Financial Group
New York
$344K +$17.7K +36 +5%
ACA
1007
Atlas Capital Advisors
Wyoming
$343K -$103K -210 -21%
CEP
1008
Chicago Equity Partners
Illinois
$343K +$384K +780 New
Sequoia Financial Advisors
1009
Sequoia Financial Advisors
Ohio
$341K +$4.43K +9 +1%
Buckingham Strategic Wealth
1010
Buckingham Strategic Wealth
Missouri
$339K +$81.8K +166 +27%
BAM
1011
Berkshire Asset Management
Pennsylvania
$336K +$20.7K +42 +6%
EWA
1012
ERTS Wealth Advisors
Michigan
$334K +$21.2K +43 +6%
AGF Investments Inc
1013
AGF Investments Inc
Ontario, Canada
$334K +$374K +760 New
AIM
1014
Anchor Investment Management
South Carolina
$332K -$50.8K -103 -12%
Citizens Financial Group
1015
Citizens Financial Group
Rhode Island
$332K +$56.7K +115 +18%
EGA
1016
E&G Advisors
Texas
$330K -$729K -1,480 -66%
Grimes & Company
1017
Grimes & Company
Massachusetts
$330K -$45.8K -93 -11%
Dodge & Cox
1018
Dodge & Cox
California
$330K – – –
Geneos Wealth Management
1019
Geneos Wealth Management
Colorado
$327K +$985 +2 +0.3%
ADL
1020
Asset Dedication LLC
California
$327K +$329K +668 +915%
WA
1021
WBH Advisory
Maryland
$324K +$12.8K +26 +4%
ECM
1022
Ensemble Capital Management
California
$323K – – –
Csenge Advisory Group
1023
Csenge Advisory Group
Florida
$322K +$361K +733 New
FPFS
1024
First Personal Financial Services
North Carolina
$321K -$23.7K -48 -6%
MCM
1025
Mengis Capital Management
Oregon
$321K -$10.3K -21 -3%