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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
CL
1026
Choreo LLC
Illinois
$255K +$6.33K +14 +3%
JSL
1027
JT Stratford LLC
Georgia
$255K +$246K +543 New
CCM
1028
Coldstream Capital Management
Washington
$253K -$17.2K -38 -7%
LWM
1029
Lyell Wealth Management
California
$253K -$9.95K -22 -4%
FB
1030
Fulton Bank
Pennsylvania
$253K +$1.36K +3 +0.6%
WA
1031
WBH Advisory
Maryland
$252K – – –
DBRC
1032
D.B. Root & Company
Pennsylvania
$251K -$2.26K -5 -0.9%
PFBT
1033
Parkside Financial Bank & Trust
Missouri
$251K +$1.81K +4 +0.8%
CSM
1034
CAMG Solamere Management
North Carolina
$250K – – –
HWMG
1035
Hurlow Wealth Management Group
Indiana
$250K – – –
FAIM
1036
Financial Advocates Investment Management
Washington
$249K +$12.7K +28 +6%
KMWM
1037
Keudell/Morrison Wealth Management
Oregon
$248K -$19K -42 -7%
FC
1038
Ferris Capital
Massachusetts
$246K – – –
LSAG
1039
Lake Street Advisors Group
New Hampshire
$245K -$9.05K -20 -4%
CSIC
1040
Clifford Swan Investment Counsel
California
$244K +$11.3K +25 +5%
BOPW
1041
Brandywine Oak Private Wealth
Pennsylvania
$242K +$905 +2 +0.4%
TBA
1042
Tower Bridge Advisors
Pennsylvania
$242K – – –
AWM
1043
Aries Wealth Management
Maine
$241K +$2.26K +5 +1%
TSWM
1044
Triangle Securities Wealth Management
North Carolina
$237K -$42.5K -94 -16%
SWM
1045
SeaCrest Wealth Management
New York
$237K +$41.2K +91 +22%
WFMPM
1046
Woodley Farra Manion Portfolio Management
Indiana
$237K +$228K +505 New
SCP
1047
Stamos Capital Partners
California
$236K -$317K -700 -58%
BJL
1048
Brighton Jones LLC
Washington
$236K -$164K -362 -42%
DLA
1049
Douglas Lane & Associates
New York
$235K -$28K -62 -11%
BA
1050
Birinyi Associates
Connecticut
$235K -$11.3K -25 -5%