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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
AL
1301
Aspiriant LLC
California
$823K +$296K +286 +50%
CCM
1302
Cohen Capital Management
California
$821K – – –
5W
1303
5T Wealth
California
$814K -$12.4K -12 -1%
MIC
1304
Means Investment Company
Maine
$813K -$133K -129 -13%
NG
1305
Norden Group
Utah
$811K -$11.4K -11 -1%
MMA
1306
Miracle Mile Advisors
California
$809K +$49.6K +48 +6%
APIM
1307
Agate Pass Investment Management
Washington
$809K -$43.4K -42 -5%
WJWM
1308
Williams Jones Wealth Management
New York
$809K -$19.6K -19 -2%
EFS
1309
Essex Financial Services
Connecticut
$807K -$24.8K -24 -3%
FBFS
1310
First Business Financial Services
Wisconsin
$805K +$2.07K +2 +0.2%
AU
1311
AlphaGrep UK
$803K +$434K +420 +101%
RMP
1312
Richards, Merrill & Peterson
Washington
$802K +$1.03K +1 +0.1%
BWM
1313
Buckley Wealth Management
Nevada
$797K +$44.5K +43 +5%
WFI
1314
West Family Investments
California
$796K +$856K +828 New
BAAM
1315
Baker Avenue Asset Management
California
$793K +$99.3K +96 +13%
LFA
1316
Legacy Financial Advisors
Kentucky
$790K +$25.9K +25 +3%
RCAG
1317
Rehmann Capital Advisory Group
Michigan
$790K -$168K -162 -16%
BHC
1318
Bull Harbor Capital
Maryland
$789K +$100K +97 +13%
MIM
1319
MTM Investment Management
South Carolina
$789K – – –
JFGIW
1320
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$788K -$51.7K -50 -6%
BFPW
1321
BOK Financial Private Wealth
Colorado
$788K -$24.8K -24 -3%
PI
1322
PFG Investments
New York
$783K -$20.7K -20 -2%
TWIM
1323
TIAA Wealth Investment Management
New York
$780K +$184K +178 +28%
3IP
1324
3Chopt Investment Partners
Virginia
$778K +$111K +107 +15%
NFA
1325
Northern Financial Advisors
Michigan
$775K -$5.17K -5 -0.6%
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