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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
FAM
1201
Formidable Asset Management
Ohio
$501K – – –
DS
1202
DRW Securities
Illinois
$501K +$536K +823 New
ECM
1203
Ensemble Capital Management
California
$500K – – –
GAAM
1204
Guinness Atkinson Asset Management
California
$499K – – –
FMB
1205
Field & Main Bank
Kentucky
$499K +$5.21K +8 +1%
MGIA
1206
Moneta Group Investment Advisors
Missouri
$494K +$31.3K +48 +6%
NP
1207
NorthRock Partners
Minnesota
$494K +$79.4K +122 +18%
FBFS
1208
First Business Financial Services
Wisconsin
$487K – – –
NCG
1209
Newport Capital Group
New Jersey
$484K -$5.86K -9 -1%
JFA
1210
JNBA Financial Advisors
Minnesota
$484K +$651 +1 +0.1%
SVWAG
1211
Sound View Wealth Advisors Group
Georgia
$484K +$84K +129 +19%
PCA
1212
Pallas Capital Advisors
Massachusetts
$483K +$65.1K +100 +15%
CS
1213
Comerica Securities
Michigan
$482K -$6.51K -10 -1%
LI
1214
LMCG Investments
Massachusetts
$481K -$158K -243 -24%
SAM
1215
Smithbridge Asset Management
Pennsylvania
$481K -$6.51K -10 -1%
BAM
1216
Bosun Asset Management
Illinois
$481K +$34.5K +53 +7%
KFA
1217
Krane Funds Advisors
New York
$481K +$222K +341 +76%
RWA
1218
Ropes Wealth Advisors
Massachusetts
$480K -$48.8K -75 -9%
MHS
1219
M Holdings Securities
Oregon
$480K -$32.6K -50 -6%
BAM
1220
Berkshire Asset Management
Pennsylvania
$480K -$18.9K -29 -4%
LWM
1221
Laidlaw Wealth Management
New York
$480K +$34.5K +53 +7%
5L
1222
55I LLC
Massachusetts
$480K +$187K +287 +57%
RE
1223
RBC Europe
United Kingdom
$479K – – –
HPWM
1224
Highland Private Wealth Management
Washington
$479K +$147K +226 +40%
EWA
1225
EverSource Wealth Advisors
Alabama
$478K -$99K -152 -16%
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