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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1101
Perigon Wealth Management
California
$320K +$3.03K +6 +1%
PA
1102
Procyon Advisors
Connecticut
$320K +$278K +551 +1,450%
RCA
1103
Resonant Capital Advisors
Wisconsin
$319K +$1.51K +3 +0.5%
VCM
1104
Vivaldi Capital Management
Illinois
$319K +$273K +541 New
LC
1105
Lindbrook Capital
California
$318K +$9.09K +18 +3%
AP
1106
Americana Partners
Texas
$317K -$156K -309 -35%
AIP
1107
Almanack Investment Partners
Pennsylvania
$315K +$292K +579 New
OCPWS
1108
One Charles Private Wealth Services
Massachusetts
$314K +$292K +578 New
QP
1109
Quilter Plc
United Kingdom
$312K -$223K -441 -43%
WSTAM
1110
Wilbanks Smith & Thomas Asset Management
Virginia
$311K +$10.1K +20 +4%
GC
1111
Gilbert & Cook
Iowa
$311K +$37.4K +74 +15%
FPFS
1112
First Personal Financial Services
North Carolina
$310K -$80.8K -160 -22%
BBHC
1113
Brown Brothers Harriman & Co
New York
$307K +$57.1K +113 +25%
SWM
1114
SeaCrest Wealth Management
New York
$306K +$35.9K +71 +14%
BSW
1115
Buckingham Strategic Wealth
Missouri
$304K -$107K -212 -27%
SAM
1116
Seelaus Asset Management
New Jersey
$304K -$13.6K -27 -5%
PTP
1117
Platform Technology Partners
New York
$304K +$33.3K +66 +13%
ZB
1118
Zions Bancorporation
Utah
$303K -$36.9K -73 -12%
FDCC
1119
Foster Dykema Cabot & Co
Massachusetts
$303K +$5.05K +10 +2%
JFGIW
1120
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$301K +$128K +253 +84%
CPO
1121
Cerity Partners OCIO
New York
$300K +$278K +551 New
ACA
1122
Atlas Capital Advisors
Wyoming
$298K -$117K -232 -30%
AW
1123
ACG Wealth
Georgia
$298K +$7.57K +15 +3%
LOAMU
1124
Lombard Odier Asset Management (USA)
New York
$298K +$276K +547 New
TAM
1125
Todd Asset Management
Kentucky
$297K -$25.2K -50 -8%
43 44
45
46 47