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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
Wilbanks Smith & Thomas Asset Management
1401
Wilbanks Smith & Thomas Asset Management
Virginia
$341K +$224K +287 +113%
ECM
1402
EagleClaw Capital Management
Massachusetts
$340K – – –
PIM
1403
Perpetual Investment Management
Australia
$340K – – –
NIMI
1404
Natixis Investment Managers International
France
$340K +$348K +446 New
I
1405
IMPACTfolio
Colorado
$339K +$23.4K +30 +7%
EWM
1406
Evermay Wealth Management
Virginia
$338K +$81.3K +104 +31%
GLA
1407
Good Life Advisors
Pennsylvania
$336K +$11.7K +15 +4%
IWA
1408
Intercontinental Wealth Advisors
Texas
$336K +$165K +211 +92%
BFO
1409
Biltmore Family Office
North Carolina
$332K – – –
ZIG
1410
Zullo Investment Group
Pennsylvania
$332K +$16.4K +21 +5%
PCP
1411
Proficio Capital Partners
Massachusetts
$331K -$98.4K -126 -23%
BDF
1412
Balasa Dinverno & Foltz
$331K -$2.34K -3 -0.7%
MIM
1413
Moseley Investment Management
Florida
$330K +$23.4K +30 +7%
GFS
1414
GYL Financial Synergies
Connecticut
$330K +$32.8K +42 +11%
GM
1415
GeoWealth Management
Illinois
$329K -$123K -158 -27%
BST
1416
Bath Savings Trust
Maine
$329K – – –
PAG
1417
Private Advisory Group
Washington
$328K +$65.6K +84 +24%
ARMT
1418
Amica Retiree Medical Trust
Rhode Island
$328K +$335K +429 New
MCWS
1419
McKinley Carter Wealth Services
West Virginia
$327K -$24.2K -31 -7%
TIA
1420
Tiemann Investment Advisors
California
$327K +$8.59K +11 +3%
KAM
1421
Knightsbridge Asset Management
California
$326K -$66.4K -85 -17%
JIC
1422
Joel Isaacson & Co
New York
$326K -$2.34K -3 -0.6%
HAIM
1423
Hunter Associates Investment Management
Pennsylvania
$325K -$344K -440 -51%
ETIA
1424
Epic Trust Investment Advisors
Washington
$324K -$19.5K -25 -6%
MWPCG
1425
Measured Wealth Private Client Group
New Hampshire
$324K – – –