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Blackrock

Name Holding Trade Value Shares
Change
Change in
Stake
BI
1876
Blooom Inc
Kansas
– -$208K -267 Closed
FA
1877
Fiducient Advisors
Illinois
– -$203K -266 Closed
TAM
1878
Tocqueville Asset Management
New York
– -$203K -265 Closed
CHP
1879
Cable Hill Partners
Oregon
– -$202K -264 Closed
CIP
1880
Convergence Investment Partners
Florida
– -$202K -264 Closed
TCM
1881
Tufton Capital Management
Maryland
– -$201K -264 Closed
AIM
1882
Avity Investment Management
Connecticut
– -$201K -263 Closed
CPA
1883
Cardiff Park Advisors
California
– -$200K -262 Closed
FCIM
1884
Fairview Capital Investment Management
California
– -$200K -262 Closed
SMA
1885
Sage Mountain Advisors
Georgia
– -$200K -262 Closed
WPP
1886
Whalerock Point Partners
Rhode Island
– -$200K -262 Closed
WH
1887
Willner & Heller
California
– -$226K -247 Closed
BFC
1888
Bedel Financial Consulting
Indiana
– -$120K -157 Closed
SQA
1889
Simon Quick Advisors
New Jersey
– -$112K -147 Closed
PWP
1890
Pursue Wealth Partners
California
– -$103K -137 Closed
DC
1891
DeDora Capital
California
– -$77K -101 Closed
BSWA
1892
Bromfield Sneider Wealth Advisors
Massachusetts
– -$70K -92 Closed
TFO
1893
Tarbox Family Office
California
– -$47K -61 Closed
DWA
1894
Delos Wealth Advisors
Texas
– -$30K -39 Closed
FAG
1895
Fortitude Advisory Group
Washington
– -$28K -36 Closed
MAM
1896
McCarthy Asset Management
California
– -$27K -35 Closed
BAM
1897
Bellevue Asset Management
Washington
– -$25K -32 Closed
CC
1898
Centiva Capital
New York
– -$17K -22 Closed
CI
1899
Cordant Inc
Oregon
– -$9K -12 Closed
MFA
1900
McClarren Financial Advisors
Pennsylvania
– -$8K -11 Closed