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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWS
1026
Cypress Wealth Services
California
$964K +$15.6K +18 +2%
KC
1027
Kingfisher Capital
North Carolina
$960K +$865 +1 +0.1%
GAAM
1028
Guinness Atkinson Asset Management
California
$959K -$31.2K -36 -3%
FTIS
1029
First Trust Investment Solutions
Florida
$959K +$545K +630 +166%
TP
1030
Tranquility Partners
Tennessee
$956K -$6.06K -7 -0.7%
MCM
1031
Mendel Capital Management
Arkansas
$950K +$47.6K +55 +6%
ACM
1032
Aster Capital Management
United Arab Emirates
$950K +$865K +1,000 New
FWM
1033
Forza Wealth Management
Florida
$949K -$38.9K -45 -4%
BP
1034
BBR Partners
New York
$946K -$10.4K -12 -1%
FIA
1035
Foundations Investment Advisors
Arizona
$945K +$77K +89 +10%
JWCA
1036
J.W. Cole Advisors
Florida
$935K +$57.1K +66 +7%
PB
1037
Pinnacle Bancorp
Nebraska
$934K +$43.3K +50 +5%
IB
1038
Intrust Bank
Kansas
$933K +$57.1K +66 +7%
UCB
1039
United Community Bank
South Carolina
$928K -$122K -141 -13%
GC
1040
Grimes & Company
Massachusetts
$913K +$89.1K +103 +12%
WWM
1041
Waterway Wealth Management
Texas
$901K +$60.6K +70 +8%
CCG
1042
Catalina Capital Group
California
$898K +$16.4K +19 +2%
CBT
1043
Central Bank & Trust
Kentucky
$893K -$6.06K -7 -0.7%
PHIC
1044
Pine Haven Investment Counsel
Massachusetts
$890K +$10.4K +12 +1%
RGI
1045
River Global Investors
United Kingdom
$890K -$2.6K -3 -0.3%
LMKC
1046
L.M. Kohn & Company
Ohio
$889K -$86.5K -100 -10%
DWA
1047
Douglass Winthrop Advisors
New York
$887K – – –
WA1
1048
Wimmer Associates 1
California
$882K – – –
BCM
1049
Brookstone Capital Management
Illinois
$880K +$190K +219 +31%
BIG
1050
Brooklyn Investment Group
New York
$877K -$20.8K -24 -3%
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