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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TWA
1001
Tillar-Wenstrup Advisors
Ohio
$887K +$948K +1,456 New
RMDI
1002
R.M. Davis Inc
Maine
$882K -$15.6K -24 -2%
FCH
1003
Freestone Capital Holdings
Washington
$876K -$206K -317 -18%
CAAS
1004
Capital Asset Advisory Services
Michigan
$876K +$25.4K +39 +3%
CGL
1005
Clarius Group LLC
Washington
$876K +$48.8K +75 +6%
FMAEN1
1006
Fund Management at Engine No 1
California
$876K +$151K +232 +19%
LWP
1007
Lumature Wealth Partners
Georgia
$875K +$141K +217 +18%
CCA
1008
Cobblestone Capital Advisors
New York
$874K – – –
QCG
1009
Quadrant Capital Group
Ohio
$869K +$51.4K +79 +6%
HBT
1010
Heartland Bank & Trust
Illinois
$868K +$47.5K +73 +5%
DIP
1011
DT Investment Partners
Pennsylvania
$868K +$162K +249 +21%
CBT
1012
Central Bank & Trust
Kentucky
$865K +$503K +772 +119%
HPC
1013
HM Payson & Co
Maine
$862K +$135K +208 +17%
AWCI
1014
Alpine Woods Capital Investors
New York
$861K -$4.56K -7 -0.5%
VA
1015
Valmark Advisers
Ohio
$857K -$16.9K -26 -2%
FAIM
1016
Financial Advocates Investment Management
Washington
$856K +$401K +616 +78%
RWM
1017
Ritholtz Wealth Management
New York
$855K +$196K +301 +27%
FB
1018
Fulton Bank
Pennsylvania
$851K +$91.8K +141 +11%
EAM
1019
Eschler Asset Management
United Kingdom
$848K – – –
HR
1020
Howe & Rusling
New York
$845K +$828K +1,271 +1,096%
MWA
1021
Meridian Wealth Advisors
Texas
$841K +$139K +214 +18%
RAM
1022
Redmond Asset Management
Virginia
$839K +$63.2K +97 +8%
DWM
1023
Dakota Wealth Management
Florida
$833K +$31.3K +48 +4%
PWPS
1024
Pinnacle Wealth Planning Services
Ohio
$830K -$63.2K -97 -7%
PT
1025
Plimoth Trust
Massachusetts
$830K -$3.26K -5 -0.4%
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