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Blackrock
BLK

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1876
Trillium Asset Management
Massachusetts
– -$223K -314 Closed
CWM
1877
Concentric Wealth Management
California
– -$216K -305 Closed
TWP
1878
Tempus Wealth Planning
California
– -$216K -305 Closed
WP
1879
WealthSource Partners
California
– -$214K -303 Closed
AA
1880
AJ Advisors
Tennessee
– -$214K -302 Closed
AGA
1881
Arkos Global Advisors
Texas
– -$213K -300 Closed
WPP
1882
Whalerock Point Partners
Rhode Island
– -$211K -298 Closed
CAM
1883
Carret Asset Management
New York
– -$210K -297 Closed
RZH
1884
Relyea Zuckerberg Hanson
Connecticut
– -$210K -297 Closed
AA
1885
Aire Advisors
California
– -$207K -294 Closed
FCA
1886
FLC Capital Advisors
California
– -$208K -294 Closed
D
1887
Diversified
Delaware
– -$207K -293 Closed
LWM
1888
Lodestone Wealth Management
Washington
– -$208K -293 Closed
SIA
1889
Soltis Investment Advisors
Utah
– -$207K -293 Closed
TWM
1890
TMD Wealth Management
Arizona
– -$207K -292 Closed
EFM
1891
E Fund Management
China
– -$206K -290 Closed
GM
1892
GeoWealth Management
Illinois
– -$201K -284 Closed
IAS
1893
Insigneo Advisory Services
Florida
– -$201K -284 Closed
OPA
1894
Old Port Advisors
Maine
– -$201K -284 Closed
WI
1895
WrapManager Inc
California
– -$201K -284 Closed
CCFM
1896
Clear Creek Financial Management
Washington
– -$201K -283 Closed
DS
1897
DRW Securities
Illinois
– -$201K -283 Closed
PCM
1898
Poehling Capital Management
Wisconsin
– -$200K -282 Closed
WWM
1899
Windsor Wealth Management
Indiana
– -$208K -282 Closed
CIA
1900
Capital Impact Advisors
Massachusetts
– -$190K -268 Closed
74 75
76
77 78