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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
MCM
1501
McRae Capital Management
New Jersey
$267K – – –
LFA
1502
Legacy Financial Advisors
Kentucky
$265K -$8.59K -11 -3%
ORI
1503
Oak Ridge Investments
Illinois
$264K -$565K -723 -68%
LA
1504
Latitude Advisors
Florida
$264K +$89.8K +115 +50%
MWAM
1505
Manhattan West Asset Management
California
$263K -$43.8K -56 -14%
ST
1506
Smithfield Trust
Pennsylvania
$261K +$50.8K +65 +24%
GD
1507
Grandfield & Dodd
New York
$260K – – –
KCM
1508
Kathmere Capital Management
Pennsylvania
$260K +$266K +340 New
SB
1509
Sunflower Bank
Texas
$259K +$74.2K +95 +39%
WCM
1510
Whitener Capital Management
North Carolina
$259K +$265K +339 New
FPAS
1511
Focus Partners Advisor Solutions
Missouri
$257K +$43.8K +56 +20%
NFG
1512
Nations Financial Group
Iowa
$257K +$58.6K +75 +29%
FCA
1513
FinTrust Capital Advisors
South Carolina
$256K +$75K +96 +40%
RCG
1514
Resource Consulting Group
Florida
$256K +$262K +335 New
MYIA
1515
Mount Yale Investment Advisors
Colorado
$255K +$16.4K +21 +7%
C
1516
Certuity
Florida
$255K +$259K +331 New
BIAS
1517
Beacon Investment Advisory Services
New Jersey
$254K +$260K +333 New
EA
1518
Echo45 Advisors
California
$253K -$26.6K -34 -9%
CCM
1519
Cohen Capital Management
California
$252K – – –
BCM
1520
Birch Capital Management
Texas
$252K +$29.7K +38 +13%
SFWA
1521
Summit Financial Wealth Advisors
Louisiana
$252K +$39.1K +50 +18%
NL
1522
NWAM LLC
Washington
$252K +$258K +330 New
WF
1523
WoodTrust Financial
Wisconsin
$251K – – –
RCG
1524
Rock Creek Group
District of Columbia
$251K +$127K +163 +98%
VCM
1525
Vivaldi Capital Management
Illinois
$248K +$781 +1 +0.2%
59 60
61
62 63