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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CAAS
1076
Capital Asset Advisory Services
Michigan
$288K +$239K +504 New
FBFS
1077
First Business Financial Services
Wisconsin
$287K – – –
CT
1078
Columbia Trust
Oregon
$286K +$270K +569 New
WSTAM
1079
Wilbanks Smith & Thomas Asset Management
Virginia
$285K -$1.9K -4 -0.7%
AFA
1080
Arlington Financial Advisors
California
$282K – – –
RC
1081
RegentAtlantic Capital
New Jersey
$281K -$36.1K -76 -12%
TA
1082
TCG Advisors
Texas
$281K +$1.42K +3 +0.5%
PP
1083
Pegasus Partners
Wisconsin
$281K +$265K +558 New
CCM
1084
Coldstream Capital Management
Washington
$280K +$11.4K +24 +5%
HWMG
1085
Hurlow Wealth Management Group
Indiana
$279K – – –
SAM
1086
Secure Asset Management
Michigan
$279K +$263K +555 New
TC
1087
Truvestments Capital
Florida
$278K – – –
FDCC
1088
Foster Dykema Cabot & Co
Massachusetts
$275K -$11.9K -25 -4%
BWAM
1089
Boyd Watterson Asset Management
Ohio
$275K – – –
LC
1090
Lindbrook Capital
California
$274K -$474 -1 -0.2%
SAM
1091
Seelaus Asset Management
New Jersey
$274K +$9.49K +20 +4%
PL
1092
Perpetual Ltd
Australia
$273K – – –
PFBT
1093
Parkside Financial Bank & Trust
Missouri
$273K +$4.74K +10 +2%
FB
1094
Fulton Bank
Pennsylvania
$270K -$1.42K -3 -0.6%
EW
1095
Evoke Wealth
California
$268K +$55K +116 +28%
CIM
1096
Confluence Investment Management
Missouri
$266K -$51.2K -108 -16%
CSIC
1097
Clifford Swan Investment Counsel
California
$265K +$3.32K +7 +1%
BOM
1098
Bank of Marin
California
$261K +$247K +520 New
EP
1099
Edgestream Partners
New Jersey
$260K -$1.4M -2,944 -85%
AL
1100
Aspiriant LLC
California
$260K -$22.3K -47 -8%
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