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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
IC
1226
Intersect Capital
California
$566K +$32.1K +38 +6%
JWCA
1227
J.W. Cole Advisors
Florida
$563K +$102K +121 +23%
AAM
1228
Aureus Asset Management
Massachusetts
$559K +$540K +639 New
NSIM
1229
North Star Investment Management
Illinois
$556K +$19.4K +23 +4%
IB
1230
Intrust Bank
Kansas
$553K +$106K +125 +25%
SVWAG
1231
Sound View Wealth Advisors Group
Georgia
$551K -$43.1K -51 -7%
PGWM
1232
Parisi Gray Wealth Management
New Jersey
$550K -$3.38K -4 -0.6%
BTW
1233
Boston Trust Walden
Massachusetts
$547K – – –
VFA
1234
Voya Financial Advisors
Connecticut
$546K -$2.88M -3,411 -84%
BONH
1235
Bank of New Hampshire
New Hampshire
$545K +$526K +623 New
ACM
1236
Alethea Capital Management
Washington
$542K -$67.6K -80 -11%
WW
1237
Westshore Wealth
California
$542K +$1.69K +2 +0.3%
PP
1238
Pegasus Partners
Wisconsin
$540K -$347K -411 -40%
GSIS
1239
Global Strategic Investment Solutions
Arizona
$540K +$2.53K +3 +0.5%
BL
1240
Balentine LLC
Georgia
$539K +$20.3K +24 +4%
HWA
1241
Heritage Wealth Advisors
Virginia
$539K -$538K -637 -51%
BCM
1242
Boltwood Capital Management
California
$537K +$26.2K +31 +5%
EWA
1243
ERTS Wealth Advisors
Michigan
$534K -$15.2K -18 -3%
CPIG
1244
Chicago Partners Investment Group
Illinois
$533K +$17.7K +21 +4%
WDC
1245
Woodward Diversified Capital
California
$532K -$19.4K -23 -4%
WBG
1246
Wharton Business Group
Pennsylvania
$532K – – –
TCPWM
1247
Traverso Chambers Private Wealth Management
California
$532K +$26.2K +31 +5%
WCM
1248
Weik Capital Management
Pennsylvania
$529K -$21.1K -25 -4%
FNBOH
1249
First National Bank of Hutchinson
Kansas
$527K +$19.4K +23 +4%
KWMG
1250
King Wealth Management Group
Florida
$526K – – –
48 49
50
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