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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
OIA
1026
Optimum Investment Advisors
Illinois
$235K -$10.5K -25 -4%
PL
1027
Perpetual Ltd
Australia
$233K – – –
SFSIG
1028
San Francisco Sentry Investment Group
California
$233K +$125K +298 +121%
LSAG
1029
Lake Street Advisors Group
New Hampshire
$232K -$109K -260 -32%
TA
1030
TMD & Associates
Arizona
$232K – – –
PWM
1031
Perigon Wealth Management
California
$232K +$206K +490 New
DBRC
1032
D.B. Root & Company
Pennsylvania
$231K -$839 -2 -0.4%
FB
1033
Fulton Bank
Pennsylvania
$229K -$6.29K -15 -3%
VCM
1034
Virtue Capital Management
Tennessee
$229K -$6.29K -15 -3%
WA
1035
WBH Advisory
Maryland
$229K -$4.2K -10 -2%
NWM
1036
Northwest Wealth Management
Iowa
$228K – – –
CSM
1037
CAMG Solamere Management
North Carolina
$227K -$5.45K -13 -2%
CL
1038
Choreo LLC
Illinois
$227K +$222K +530 New
PFBT
1039
Parkside Financial Bank & Trust
Missouri
$226K +$8.39K +20 +4%
BCM
1040
Brookstone Capital Management
Illinois
$226K +$222K +529 New
FC
1041
Ferris Capital
Massachusetts
$224K -$4.62K -11 -2%
BA
1042
Birinyi Associates
Connecticut
$224K – – –
JSA
1043
Jacobson & Schmitt Advisors
Wisconsin
$224K – – –
MA
1044
Mutual Advisors
Nebraska
$224K +$219K +523 New
TCM
1045
Tufton Capital Management
Maryland
$223K +$219K +522 New
BST
1046
Bath Savings Trust
Maine
$222K -$10.1K -24 -4%
TBA
1047
Tower Bridge Advisors
Pennsylvania
$220K – – –
BOPW
1048
Brandywine Oak Private Wealth
Pennsylvania
$220K – – –
SFA
1049
Sequoia Financial Advisors
Ohio
$217K +$213K +507 New
BO
1050
Bach Option
Hong Kong
$215K +$211K +502 New
40 41
42
43 44