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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
CWM
1526
Circle Wealth Management
New Jersey
$303K -$235K -257 -44%
CCM
1527
Cohen Capital Management
California
$302K – – –
WF
1528
WoodTrust Financial
Wisconsin
$301K -$117K -128 -28%
HTHT
1529
Hemenway Trust Hemenway Trust
New Hampshire
$297K -$4.56K -5 -2%
WKSWA
1530
White Knight Strategic Wealth Advisors
New Jersey
$297K +$296K +324 New
LIG
1531
Lokken Investment Group
Delaware
$296K – – –
HHGA
1532
Halbert Hargrove Global Advisors
California
$294K -$21.9K -24 -7%
WC
1533
Weil Company
California
$294K +$913 +1 +0.3%
EI
1534
Ellevest Inc
New York
$294K +$36.5K +40 +14%
BP
1535
BBR Partners
New York
$290K -$1.42M -1,559 -83%
FPFS
1536
First Personal Financial Services
North Carolina
$288K -$15.5K -17 -5%
EWM
1537
Elite Wealth Management
Washington
$288K – – –
POIA
1538
Pin Oak Investment Advisors
Texas
$288K – – –
CIA
1539
Compass Ion Advisors
Pennsylvania
$288K +$913 +1 +0.3%
EFM
1540
E Fund Management
China
$287K – – –
MYIA
1541
Mount Yale Investment Advisors
Colorado
$287K +$16.4K +18 +6%
CAC
1542
Core Alternative Capital
Georgia
$287K +$286K +313 New
AP
1543
Adero Partners
California
$286K -$913 -1 -0.3%
NSAM
1544
North Star Asset Management
Wisconsin
$286K – – –
EIP
1545
Ellis Investment Partners
Pennsylvania
$286K +$1.82K +2 +0.6%
KFGK
1546
Keystone Financial Group (Kentucky)
Kentucky
$285K +$9.13K +10 +3%
PVH
1547
Psagot Value Holdings
Israel
$279K -$236K -259 -46%
CWM
1548
Concentric Wealth Management
California
$279K -$77.6K -85 -22%
FPA
1549
First Pacific Advisors
California
$279K – – –
TA
1550
Tiedemann Advisors
New York
$279K – – –
60 61
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63 64