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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
1076
Shelton Capital Management
Colorado
$882K – – –
EI
1077
Ethic Inc
New York
$881K +$206K +244 +32%
CPIA
1078
Cornell Pochily Investment Advisors
New York
$879K -$21.1K -25 -2%
SS
1079
Simplicity Solutions
Minnesota
$877K +$203K +240 +31%
FGAM
1080
Financial Gravity Asset Management
Texas
$875K +$9.29K +11 New
MCM
1081
Mengis Capital Management
Oregon
$872K – – –
ISWM
1082
Independent Solutions Wealth Management
New York
$870K +$215K +254 +34%
CPC
1083
Cookson Peirce & Co
Pennsylvania
$867K +$7.6K +9 +0.9%
OPPTF
1084
OPSEU Pension Plan Trust Fund
Ontario, Canada
$864K -$874K -1,035 -51%
BFA
1085
Beaumont Financial Advisors
Massachusetts
$863K – – –
AG
1086
AIA Group
Hong Kong
$862K +$550K +651 +176%
GCP
1087
GSA Capital Partners
United Kingdom
$861K +$831K +984 New
BWM
1088
BigSur Wealth Management
Florida
$860K – – –
LSAG
1089
Lake Street Advisors Group
New Hampshire
$857K -$16K -19 -2%
BHBT
1090
Burke & Herbert Bank & Trust
Virginia
$856K – – –
AIC
1091
Ameritas Investment Company
Nebraska
$854K -$13.5K -16 -2%
PA
1092
Probity Advisors
Texas
$849K -$6.76K -8 -0.8%
LWCFA
1093
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$848K +$175K +207 +27%
MFA
1094
Mayflower Financial Advisors
Massachusetts
$845K -$91.2K -108 -10%
FAIM
1095
Financial Advocates Investment Management
Washington
$844K -$382K -452 -32%
EWM
1096
EPG Wealth Management
Georgia
$844K +$95.4K +113 +13%
First Manhattan
1097
First Manhattan
New York
$841K +$118K +140 +17%
MCM
1098
Murphy Capital Management
New Jersey
$839K +$198K +234 +32%
GAAM
1099
Guinness Atkinson Asset Management
California
$828K +$45.6K +54 +6%
SMH
1100
Sanders Morris Harris
Texas
$827K – – –