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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
PA
1526
Procyon Advisors
Connecticut
$317K -$7.8K -10 -2%
CVA
1527
Central Valley Advisors
California
$317K -$64K -82 -19%
VCM
1528
Violich Capital Management
California
$315K – – –
SSWM
1529
Strait & Sound Wealth Management
California
$315K -$110K -141 -26%
AA
1530
Alta Advisers
United Kingdom
$315K – – –
BCFD
1531
Boit C.F. David
$315K – – –
WC
1532
Weil Company
California
$313K +$32.8K +42 +12%
DA
1533
Detalus Advisors
Missouri
$313K +$311K +398 New
RDWM
1534
Red Door Wealth Management
Tennessee
$312K +$25.7K +33 +9%
VCM
1535
Versant Capital Management
Arizona
$312K +$28.9K +37 +10%
NFC
1536
Northeast Financial Consultants
Connecticut
$312K +$54.6K +70 +21%
VT
1537
Vise Technologies
New York
$312K +$85K +109 +38%
CH
1538
Cromwell Holdings
Wyoming
$312K +$309K +396 New
MWPCG
1539
Measured Wealth Private Client Group
New Hampshire
$311K – – –
SF
1540
Symphony Financial
Texas
$311K -$76.5K -98 -20%
TWM
1541
Tradition Wealth Management
Minnesota
$310K -$99.1K -127 -24%
BTWM
1542
Baker Tilly Wealth Management
Wisconsin
$309K -$68.7K -88 -18%
MAM
1543
Magellan Asset Management
Australia
$309K +$52.3K +67 +21%
MCWS
1544
McKinley Carter Wealth Services
West Virginia
$307K -$11.7K -15 -4%
BPC
1545
Banque Pictet & Cie
Switzerland
$307K -$468K -600 -61%
GF
1546
Gries Financial
Ohio
$307K -$117K -150 -28%
IP
1547
Ignite Planners
California
$307K +$7.8K +10 +3%
KCM
1548
Kathmere Capital Management
Pennsylvania
$305K +$42.1K +54 +16%
LC
1549
LCNB Corp
Ohio
$305K – – –
EM
1550
Excalibur Management
Massachusetts
$305K +$3.9K +5 +1%
60 61
62
63 64