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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PI
1426
PineBridge Investments
New York
$404K +$224K +246 +126%
MCM
1427
Mendel Capital Management
Arkansas
$404K +$402K +441 New
CAN
1428
Claraphi Advisory Network
United States
$399K -$21.9K -24 -5%
BDF
1429
Balasa Dinverno & Foltz
$399K -$8.21K -9 -2%
BCM
1430
BTR Capital Management
California
$398K – – –
BFO
1431
Biltmore Family Office
North Carolina
$397K +$96.7K +106 +32%
BST
1432
Bath Savings Trust
Maine
$394K – – –
PBO
1433
Peoples Bank (Ohio)
Ohio
$393K – – –
ST
1434
Sageworth Trust
Pennsylvania
$392K -$1.3M -1,426 -77%
VFA
1435
Voya Financial Advisors
Connecticut
$391K -$169K -185 -30%
GLA
1436
Good Life Advisors
Pennsylvania
$388K -$16.4K -18 -4%
MWPCG
1437
Measured Wealth Private Client Group
New Hampshire
$388K – – –
5L
1438
55I LLC
Massachusetts
$387K -$249K -273 -39%
CPIG
1439
Chicago Partners Investment Group
Illinois
$387K -$52.9K -58 -10%
SFS
1440
Summit Financial Strategies
Ohio
$387K – – –
VWA
1441
Visionary Wealth Advisors
Illinois
$386K – – –
TGAM
1442
TBH Global Asset Management
Tennessee
$385K +$43.8K +48 +13%
DLA
1443
Douglas Lane & Associates
New York
$383K -$33.8K -37 -8%
DMBA
1444
Deseret Mutual Benefit Administrators
Utah
$383K – – –
PPWM
1445
PFG Private Wealth Management
Florida
$382K +$15.5K +17 +4%
TIA
1446
Tiemann Investment Advisors
California
$382K +$18.3K +20 +5%
SB
1447
Strategic Blueprint
Georgia
$382K +$49.3K +54 +15%
OCM
1448
Objective Capital Management
Ohio
$382K +$381K +417 New
ZIG
1449
Zullo Investment Group
Pennsylvania
$379K +$378K +414 New
I
1450
IMPACTfolio
Colorado
$378K +$377K +413 New
56 57
58
59 60