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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BL
1201
Balentine LLC
Georgia
$31K -$112K -247 -79%
PMFA
1202
Plante Moran Financial Advisors
Michigan
$31K -$15.8K -35 -35%
EARNEST Partners
1203
EARNEST Partners
Georgia
$31K – – –
HDIM
1204
Hanson & Doremus Investment Management
Vermont
$31K – – –
SQA
1205
Simon Quick Advisors
New Jersey
$31K +$29.9K +66 New
PO
1206
Private Ocean
California
$29K -$25.3K -56 -47%
EIP
1207
Ellis Investment Partners
Pennsylvania
$29K +$28K +62 New
BWL
1208
Bogart Wealth LLC
Virginia
$28K – – –
CBT
1209
Central Bank & Trust
Kentucky
$28K – – –
MCM
1210
MV Capital Management
Maryland
$27K – – –
VEA
1211
Virtus ETF Advisers
New York
$27K +$25.8K +57 New
LF
1212
Lee Financial
Texas
$26K – – –
GSWM
1213
Golden State Wealth Management
California
$25K -$58.4K -129 -70%
EWM
1214
Endurance Wealth Management
Rhode Island
$25K – – –
PGAM
1215
Princeton Global Asset Management
New Jersey
$25K – – –
RFA
1216
Reilly Financial Advisors
California
$25K – – –
AP
1217
Arlington Partners
Alabama
$23K – – –
GCM
1218
Gables Capital Management
Florida
$23K – – –
KC
1219
Knuff & Co
California
$23K – – –
MWM
1220
Mascoma Wealth Management
New Hampshire
$23K – – –
LFASL
1221
Lugano Financial Advisors SA (LFA)
Switzerland
$23K +$15.8K +35 +269%
WIM
1222
Westside Investment Management
California
$19K +$18.5K +41 New
CHC
1223
City Holding Co
West Virginia
$18K – – –
AWM
1224
AllSquare Wealth Management
New York
$17K – – –
RFM
1225
Royal Fund Management
Florida
$17K – – –