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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CRC
1401
Curi RMB Capital
Illinois
– -$292K -581 Closed
BW
1402
Bison Wealth
Georgia
– -$291K -578 Closed
WPP
1403
Whalerock Point Partners
Rhode Island
– -$289K -575 Closed
CIM
1404
Confluence Investment Management
Missouri
– -$266K -567 Closed
TA
1405
TCG Advisors
Texas
– -$281K -559 Closed
CCM
1406
Coldstream Capital Management
Washington
– -$280K -557 Closed
SAM
1407
Secure Asset Management
Michigan
– -$279K -555 Closed
PL
1408
Perpetual Ltd
Australia
– -$273K -545 Closed
FB
1409
Fulton Bank
Pennsylvania
– -$270K -536 Closed
EP
1410
Edgestream Partners
New Jersey
– -$260K -517 Closed
AL
1411
Aspiriant LLC
California
– -$260K -513 Closed
BA
1412
Birinyi Associates
Connecticut
– -$251K -500 Closed
JIM
1413
Jupiter Investment Management
United Kingdom
– -$251K -500 Closed
SAM
1414
Stewart Asset Management
New York
– -$251K -500 Closed
TBA
1415
Tower Bridge Advisors
Pennsylvania
– -$248K -494 Closed
WAM
1416
Weiss Asset Management
Massachusetts
– -$248K -494 Closed
BCM
1417
Brookstone Capital Management
Illinois
– -$247K -492 Closed
WP
1418
WealthSource Partners
California
– -$247K -491 Closed
HCM
1419
Hall Capital Management
Rhode Island
– -$245K -487 Closed
JIP
1420
Jaffetilchin Investment Partners
Florida
– -$239K -476 Closed
CRCM
1421
Corbett Road Capital Management
Virginia
– -$235K -468 Closed
ACM
1422
Allred Capital Management
Texas
– -$234K -466 Closed
IWC
1423
Integrated Wealth Concepts
Massachusetts
– -$231K -460 Closed
HS
1424
Haafor (Singapore)
Singapore
– -$229K -456 Closed
KMWM
1425
Keudell/Morrison Wealth Management
Oregon
– -$229K -455 Closed
55 56
57
58 59