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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CFP
1151
Catalyst Financial Partners
Massachusetts
$762K -$158K -227 -19%
MC
1152
Matisse Capital
Oregon
$761K – – –
LIM
1153
Loudon Investment Management
New Hampshire
$760K – – –
PB
1154
Pinnacle Bancorp
Nebraska
$758K -$10.5K -15 -2%
WA1
1155
Wimmer Associates 1
California
$758K -$2.79K -4 -0.4%
CA
1156
Continuum Advisory
Idaho
$756K +$27.2K +39 +4%
BONST
1157
Bank of Nova Scotia Trust
Ontario, Canada
$753K – – –
CP
1158
Canopy Partners
Ohio
$753K +$648K +928 New
MIM
1159
Morningstar Investment Management
Illinois
$753K -$90.1K -129 -12%
SCM
1160
Shelton Capital Management
Colorado
$753K -$56.5K -81 -8%
TBA
1161
Tower Bridge Advisors
Pennsylvania
$748K -$83.8K -120 -12%
RCM
1162
Raleigh Capital Management
North Carolina
$747K -$17.5K -25 -3%
DWA
1163
Douglass Winthrop Advisors
New York
$747K -$52.4K -75 -8%
BPWM
1164
Badgley Phelps Wealth Managers
Washington
$745K +$30K +43 +5%
WPW
1165
Waldron Private Wealth
Pennsylvania
$745K +$30K +43 +5%
PHIC
1166
Pine Haven Investment Counsel
Massachusetts
$743K – – –
JWCA
1167
J.W. Cole Advisors
Florida
$741K +$246K +352 +63%
BW
1168
Bison Wealth
Georgia
$738K +$8.38K +12 +1%
LWAM
1169
Legacy Wealth Asset Management
Minnesota
$737K -$7.68K -11 -1%
FIA
1170
Foundations Investment Advisors
Arizona
$737K +$30K +43 +5%
JFL
1171
Jarislowsky, Fraser Ltd
Quebec, Canada
$735K +$632K +905 New
LGA
1172
Lebenthal Global Advisors
New York
$734K +$112K +160 +22%
PR
1173
Payden & Rygel
California
$731K -$13.2M -18,920 -95%
STCOSD
1174
Sageworth Trust Company of South Dakota
South Dakota
$731K – – –
TFA
1175
Teamwork Financial Advisors
Texas
$723K -$42.6K -61 -6%
45 46
47
48 49