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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
NIMI
1401
Natixis Investment Managers International
France
$340K +$348K +446 New
I
1402
IMPACTfolio
Colorado
$339K +$23.4K +30 +7%
EWM
1403
Evermay Wealth Management
Virginia
$338K +$81.3K +104 +31%
GLA
1404
Good Life Advisors
Pennsylvania
$336K +$11.7K +15 +4%
IWA
1405
Intercontinental Wealth Advisors
Texas
$336K +$165K +211 +92%
BFO
1406
Biltmore Family Office
North Carolina
$332K – – –
ZIG
1407
Zullo Investment Group
Pennsylvania
$332K +$16.4K +21 +5%
PCP
1408
Proficio Capital Partners
Massachusetts
$331K -$98.4K -126 -23%
BDF
1409
Balasa Dinverno & Foltz
$331K -$2.34K -3 -0.7%
MIM
1410
Moseley Investment Management
Florida
$330K +$23.4K +30 +7%
GFS
1411
GYL Financial Synergies
Connecticut
$330K +$32.8K +42 +11%
GM
1412
GeoWealth Management
Illinois
$329K -$123K -158 -27%
BST
1413
Bath Savings Trust
Maine
$329K – – –
PAG
1414
Private Advisory Group
Washington
$328K +$65.6K +84 +24%
ARMT
1415
Amica Retiree Medical Trust
Rhode Island
$328K +$335K +429 New
MCWS
1416
McKinley Carter Wealth Services
West Virginia
$327K -$24.2K -31 -7%
TIA
1417
Tiemann Investment Advisors
California
$327K +$8.59K +11 +3%
KAM
1418
Knightsbridge Asset Management
California
$326K -$66.4K -85 -17%
JIC
1419
Joel Isaacson & Co
New York
$326K -$2.34K -3 -0.6%
HAIM
1420
Hunter Associates Investment Management
Pennsylvania
$325K -$344K -440 -51%
ETIA
1421
Epic Trust Investment Advisors
Washington
$324K -$19.5K -25 -6%
MWPCG
1422
Measured Wealth Private Client Group
New Hampshire
$324K – – –
SFS
1423
Summit Financial Strategies
Ohio
$323K – – –
FSC
1424
Full Sail Capital
Oklahoma
$322K – – –
WCG
1425
Weaver Consulting Group
California
$322K +$50.8K +65 +18%
55 56
57
58 59