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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FBFS
1026
First Business Financial Services
Wisconsin
$254K – – –
TBA
1027
Tower Bridge Advisors
Pennsylvania
$252K – – –
AFA
1028
Arlington Financial Advisors
California
$250K -$24.5K -55 -9%
AL
1029
Aspiriant LLC
California
$249K -$26.7K -60 -10%
SFSIG
1030
San Francisco Sentry Investment Group
California
$249K +$6.68K +15 +3%
SMFS
1031
Squar Milner Financial Services
California
$248K +$123K +277 +170%
TA
1032
TCG Advisors
Texas
$248K +$203K +456 +456%
FPS
1033
Fieldpoint Private Securities
Connecticut
$247K -$68.1K -153 -22%
TC
1034
Truvestments Capital
Florida
$247K +$3.56K +8 +1%
AW
1035
ACG Wealth
Georgia
$245K -$81.5K -183 -25%
SFA
1036
Sequoia Financial Advisors
Ohio
$245K -$25.4K -57 -9%
BWAM
1037
Boyd Watterson Asset Management
Ohio
$244K – – –
LC
1038
Lindbrook Capital
California
$243K -$10.2K -23 -4%
PL
1039
Perpetual Ltd
Australia
$243K – – –
LWM
1040
Lyell Wealth Management
California
$241K – – –
FAIM
1041
Financial Advocates Investment Management
Washington
$241K +$4.9K +11 +2%
FB
1042
Fulton Bank
Pennsylvania
$240K – – –
WA
1043
WBH Advisory
Maryland
$239K – – –
GCP
1044
GSA Capital Partners
United Kingdom
$239K +$239K +536 New
CCM
1045
Coldstream Capital Management
Washington
$238K -$3.12K -7 -1%
PFBT
1046
Parkside Financial Bank & Trust
Missouri
$238K – – –
TSS
1047
Two Sigma Securities
New York
$237K -$158K -354 -40%
FMWA
1048
Forvis Mazars Wealth Advisors
Missouri
$237K -$8.46K -19 -3%
CRC
1049
Curi RMB Capital
Illinois
$236K -$249K -560 -51%
SWM
1050
SeaCrest Wealth Management
New York
$236K +$10.7K +24 +5%
40 41
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43 44