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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
1326
Bayesian Capital Management
New York
$344K +$331K +456 New
AIM
1327
Alhambra Investment Management
Florida
$342K +$101K +139 +44%
FDS
1328
Freedom Day Solutions
Texas
$342K +$329K +454 New
BDF
1329
Balasa Dinverno & Foltz
$340K -$72.5K -100 -18%
SBIA
1330
Sheaff Brock Investment Advisors
Indiana
$339K +$112K +155 +53%
FHA
1331
First Horizon Advisors
Tennessee
$338K +$23.2K +32 +8%
WG
1332
Welch Group
Alabama
$338K +$70.4K +97 +28%
TA
1333
Tiedemann Advisors
New York
$337K -$311K -429 -49%
CAN
1334
Claraphi Advisory Network
United States
$336K -$48.6K -67 -13%
JPG
1335
Jordan Park Group
California
$333K +$321K +442 New
BST
1336
Bath Savings Trust
Maine
$332K -$29K -40 -8%
PWM
1337
Palumbo Wealth Management
New York
$332K -$4.35K -6 -1%
BCAM
1338
Boston Common Asset Management
Massachusetts
$329K +$1.45K +2 +0.5%
STA
1339
Summit Trail Advisors
New York
$329K +$89.2K +123 +39%
TSWM
1340
Triangle Securities Wealth Management
North Carolina
$328K -$8.71K -12 -3%
CAM
1341
Carret Asset Management
New York
$328K – – –
CBN
1342
Cadence Bank NA
Texas
$328K +$33.4K +46 +12%
DLA
1343
Douglas Lane & Associates
New York
$326K -$10.2K -14 -3%
CA
1344
Calton & Associates
Florida
$326K -$3.63K -5 -1%
POIA
1345
Pin Oak Investment Advisors
Texas
$326K – – –
SDAM
1346
Shulman DeMeo Asset Management
New York
$324K +$3.63K +5 +1%
BPC
1347
Banque Pictet & Cie
Switzerland
$324K +$312K +430 New
OWP
1348
Obermeyer Wealth Partners
Colorado
$322K +$310K +427 New
MWPCG
1349
Measured Wealth Private Client Group
New Hampshire
$320K – – –
SFS
1350
Summit Financial Strategies
Ohio
$319K -$18.1K -25 -6%
52 53
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55 56