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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
EWM
1526
Evermay Wealth Management
Virginia
$309K +$4.56K +5 +2%
Circle Wealth Management
1527
Circle Wealth Management
New Jersey
$303K -$235K -257 -44%
CCM
1528
Cohen Capital Management
California
$302K – – –
WF
1529
WoodTrust Financial
Wisconsin
$301K -$117K -128 -28%
HTHT
1530
Hemenway Trust Hemenway Trust
New Hampshire
$297K -$4.56K -5 -2%
WKSWA
1531
White Knight Strategic Wealth Advisors
New Jersey
$297K +$296K +324 New
LIG
1532
Lokken Investment Group
Delaware
$296K – – –
HHGA
1533
Halbert Hargrove Global Advisors
California
$294K -$21.9K -24 -7%
WC
1534
Weil Company
California
$294K +$913 +1 +0.3%
EI
1535
Ellevest Inc
New York
$294K +$36.5K +40 +14%
BP
1536
BBR Partners
New York
$290K -$1.42M -1,559 -83%
FPFS
1537
First Personal Financial Services
North Carolina
$288K -$15.5K -17 -5%
EWM
1538
Elite Wealth Management
Washington
$288K – – –
POIA
1539
Pin Oak Investment Advisors
Texas
$288K – – –
CIA
1540
Compass Ion Advisors
Pennsylvania
$288K +$913 +1 +0.3%
E Fund Management
1541
E Fund Management
China
$287K – – –
Mount Yale Investment Advisors
1542
Mount Yale Investment Advisors
Colorado
$287K +$16.4K +18 +6%
CAC
1543
Core Alternative Capital
Georgia
$287K +$286K +313 New
AP
1544
Adero Partners
California
$286K -$913 -1 -0.3%
North Star Asset Management
1545
North Star Asset Management
Wisconsin
$286K – – –
EIP
1546
Ellis Investment Partners
Pennsylvania
$286K +$1.82K +2 +0.6%
KFGK
1547
Keystone Financial Group (Kentucky)
Kentucky
$285K +$9.13K +10 +3%
PVH
1548
Psagot Value Holdings
Israel
$279K -$236K -259 -46%
CWM
1549
Concentric Wealth Management
California
$279K -$77.6K -85 -22%
First Pacific Advisors
1550
First Pacific Advisors
California
$279K – – –