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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PHIC
1226
Pine Haven Investment Counsel
Massachusetts
$563K +$26.1K +37 +5%
TPW
1227
Transatlantique Private Wealth
New York
$563K +$62.7K +89 +12%
WDC
1228
Woodward Diversified Capital
California
$562K -$12K -17 -2%
KFA
1229
Krane Funds Advisors
New York
$560K +$17.6K +25 +3%
KAM
1230
Knightsbridge Asset Management
California
$560K +$158K +224 +37%
FMB
1231
Field & Main Bank
Kentucky
$553K +$14.1K +20 +2%
BJL
1232
Brighton Jones LLC
Washington
$552K -$2.82K -4 -0.5%
ECM
1233
Ensemble Capital Management
California
$549K – – –
FWP
1234
FAS Wealth Partners
Kansas
$549K -$2.11K -3 -0.4%
FAM
1235
Formidable Asset Management
Ohio
$548K – – –
FBFS
1236
First Business Financial Services
Wisconsin
$547K +$12.7K +18 +2%
IFG
1237
Independent Financial Group
California
$546K +$32.4K +46 +6%
SP
1238
Symmetry Partners
Connecticut
$545K -$130K -185 -19%
JFG
1239
Jefferies Financial Group
New York
$543K -$716K -1,017 -56%
CA
1240
Continuum Advisory
Idaho
$542K +$79.6K +113 +16%
KIA
1241
KLR Investment Advisors
Rhode Island
$541K -$102K -145 -15%
HW
1242
Hancock Whitney
Mississippi
$539K -$210K -298 -27%
OC
1243
Oakworth Capital
Alabama
$537K – – –
IAIM
1244
International Assets Investment Management
Florida
$537K -$43.7K -62 -7%
LT
1245
Legacy Trust
Michigan
$537K – – –
ANTB
1246
AMG National Trust Bank
Colorado
$535K -$127K -180 -18%
CWM
1247
Centurion Wealth Management
Virginia
$530K +$704 +1 +0.1%
SMC
1248
Smith, Moore & Co
Missouri
$528K +$59.2K +84 +12%
LI
1249
LMCG Investments
Massachusetts
$527K – – –
EFL
1250
ERn Financial LLC
Wisconsin
$524K +$3.52K +5 +0.6%
48 49
50
51 52